白酒行业2023年报及2024年1季报总结：业绩坚挺行稳致远

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2023&24Q1 概述：我们在之前的白酒三季报总结中提出“从动销角度看，白酒行业最差的时候或已过去，高端和地产酒业绩稳健”，2023 年报和2024 一季报延续之前的判断，在春节旺季的催化下，24Q1 高端白酒继续双位数增长。地产酒中，古井贡酒、今世缘、迎驾贡酒24Q1 收入均保持20%以上快速增长，主要系春节旺季期间“人口返乡”带动当地宴请、送礼等需求场景恢复。收入端：高端&地产酒相对稳健，次...

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白酒行业2023年报及2024年1季报总结：业绩坚挺 行稳致远

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白酒行业2023年报及2024年1季报总结：业绩坚挺行稳致远