国泰君安指出,后疫情期白酒消费回升进入缓冲期,后续库存消化节奏将拉长但整体可控。逆境下白酒产业各环节加速分化,龙头企业议价能力持续凸显,长期价值主线建议增持:贵州茅台、五粮液、泸州老窖、山西汾酒、顺鑫农业、今世缘、古井贡酒等。
“特别声明:以上作品内容(包括在内的视频、图片或音频)为凤凰网旗下自媒体平台“大风号”用户上传并发布,本平台仅提供信息存储空间服务。
Notice: The content above (including the videos, pictures and audios if any) is uploaded and posted by the user of Dafeng Hao, which is a social media platform and merely provides information storage space services.”