中金公司：白酒行业复苏趋势可延续2-3年

酒业内参2023-01-20

中金公司日前发布了白酒春节调研总结，研报认为，元旦后多地白酒动销加快，渠道信心大幅提升。　　根据中金公司的草根调研演示，目前合肥、南京动销总量仍弱于去年；部分工厂/企业提前放假，年会/商务宴请损失较多；100-300 元大众白酒受益返乡人数增长恢复最好。动销速率上看，随着合肥、南京疫情提前达峰，元旦后动销速度明显加快，目前动销速度基本接近去年同期水平，随返乡持续，预计下周动销速度有望超过去年，...

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