港股概念追踪 |大众品需求边际改善机构看好白酒预期企稳（附概念股）

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华创证券发布研报称，白酒预期企稳，价值回归，当前头部酒企库存处在健康水平，“量价”基本面均较稳健，短期不乏价盘向好、回购/增持/分红等催化。机构认为当前板块估值仍不高，建议关注一季报确定性较优的标的。国泰君安发布研报称，白酒行业“双低”特征下关注因素将从经济转向茅台，此前行业主流公司的批价和微观交易结构除茅台外陆续出清，茅台批价下行后将走向新均衡，行业价值凸显。当前白酒行业集中趋势进一步加强，分...

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港股概念追踪 |大众品需求边际改善 机构看好白酒预期企稳（附概念股）

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港股概念追踪 |大众品需求边际改善机构看好白酒预期企稳（附概念股）