国泰君安食品饮料訾猛团队认为后疫情时代白酒产业短期下半年旺季值得期待,长期保持高质量集中化发展。白酒品牌回归品质,渠道回归理性,运营回归精细,技术赋能下白酒产业链积极拥抱新变化,白酒板块长期配置价值凸显。建议增持:贵州茅台、五粮液、泸州老窖等,黑马标的:迎驾贡酒、酒鬼酒。
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