国海证券：茅台酒批发价短期波动被放大股票的中长期布局窗口显现

国海证券06-17

国海证券称，近期“茅台批价下跌”成为流量密码，自媒体起到了推波助澜和放大恐慌的作用。预计随着618购物节接近尾声，茅台批发价将企稳并逐步回升。分析师刘洁铭在报告中指出，茅台批发价下跌是由于电商618活动加大补贴，叠加经济环境的不景气带来的边际供需失衡所致。茅台的供需关系容易调节，预计随着批价回暖，市场将回归正常。目前白酒板块整体估值位于年内低点，其中茅台股价创年内新低，中长期布局窗口显现。

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国海证券：茅台酒批发价短期波动被放大 股票的中长期布局窗口显现

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国海证券：茅台酒批发价短期波动被放大股票的中长期布局窗口显现