戴维斯双杀
2023-04-29
大神分析的不错
@斗战胜佛巴菲特:
$易方达白酒(03189)$ 在中国消费复苏的时点下,你对白酒行业有什么期待? 随着疫情防控政策的优化,经济活动有望逐步恢复至合理节奏,整个白酒板块以及高端龙头估值存在持续压制的多个因素显著缓解。对于基本面尚未改变、渠道与动销情况相对良好的高端白酒龙头,继续保持乐观态度。自2020年疫情发生后,很多线下场所消费都受到了很大的影响,尤其是餐饮行业影响比较大。疫情放开以后,随着信心和需求的先后修复,预计2023年白酒行业动销将逐渐修复,呈现前低后高走势。且商务消费和个人聚饮消费会成为第一波消费潮流,并且会逐步高于政务消费。头部白酒企业话语权和盈利能力越来越强,名酒高端趋势明显 在众多因素影响下,白酒行业近几年的发展@胖虎福利 有波折,但相对比较平稳。且在名酒企业的带动下,市场总体向上发展、向高发展。疫情三年时间,不难看出名酒企业的帮扶商家能力和自救能力,均高于其他白酒企业未来随着头部企业的发展更加强势和价位主导更强,二三线白酒品牌在头部企业及价位的带动下,市场可拓展的空间和前景会更好,新的秩序和竞争格局将带来白酒行业全新的繁荣。但一些“固步自封、竞争力低下、掌舵人市场分析差”的企业必定会生存艰难,并且在未来五年很有可能“消失灭亡”。@爱发红包的虎妞
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