贵州茅台盘中大涨1.79%，突破1500元！飞天茅台散瓶批发参考价涨至2150元，花旗也喊话

酒业内参06-25

贵州茅台今日高开高走，盘中一度涨1.79%，突破1500元，截至上午10：00发稿涨1.23%，报1494.74元，成交金额21.41亿元。今日酒价披露的最新参考价显示，24年飞天茅台散瓶批发参考价从前一日的2080元上涨至2150元。原箱的24年飞天茅台的批发参考价涨至2450元/瓶，昨日2420元/瓶。昨日受到茅台酒价格大跌消息影响，贵州茅台盘中一度跌超3%。不过盘中拉升，截至收盘，贵州茅台报...

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The wholesale reference price of Feitian Moutai loose bottles has risen to 2,150 yuan, and Citigroup also shouted","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"C":0.9},"content_text":"贵州茅台今日高开高走，盘中一度涨1.79%，突破1500元，截至上午10：00发稿涨1.23%，报1494.74元，成交金额21.41亿元。今日酒价披露的最新参考价显示，24年飞天茅台散瓶批发参考价从前一日的2080元上涨至2150元。原箱的24年飞天茅台的批发参考价涨至2450元/瓶，昨日2420元/瓶。昨日受到茅台酒价格大跌消息影响，贵州茅台盘中一度跌超3%。不过盘中拉升，截至收盘，贵州茅台报1476.55元/股，上涨0.38%。主力资金净流入1.99亿元，主力排名第2，近3日获主力资金累计流出3.83亿元。沪深净流入数据显示，贵州茅台昨日获融资买入额8.45亿元，居两市第2位，当日融资偿还额9.17亿元，净卖出7183.44万元。6月茅台出现快速下跌的状态，飞天茅台作为高端白酒的旗舰产品，对整个白酒定价体系具有关键作用，飞天茅台价格不断下跌将对高端白酒产生较大的冲击。为了应对价格下跌，贵州茅台已经在采取行动。此前市场盛传，大箱茅台（12瓶装）将被暂停投放，这将对散瓶茅台价格产生极大的影响。据媒体报道，上海地区茅台经销商在23日便接到“停止12瓶装箱发货的消息”。花旗表示，贵州茅台最近的股价下跌提供了买入机会。考虑到茅台可能采取新的措施稳定批发价格，花旗分析师认为，一线批发均价在1800-2000元有强大支撑，维持贵州茅台“买入”评级。方正证券研报指出，飞天茅台散瓶/整箱批价略有下跌，近期贵州茅台实施了一系列政策调整，显示公司稳定市场价格的决心和保护品牌价值的信心。宣布取消12瓶装飞天茅台（通称“大箱”）的投放，并结束了开箱政策，即不允许经销商拆箱单瓶销售。此外，公司还暂停了15 年陈年茅台和精品茅台的发货。认为这些措施为茅台公司稳定市场和批价的信号。展望中秋国庆，白酒动销有望回暖，而作为高端白酒龙头企业，旺季需求有望增长，需求将随着行业回暖而率先修复。该行看好公司通过市场政策调控和产品结构优化，稳定市场预期和价格、提振商家信心，持续增强竞争力，目前估值具有安全边际。维持强烈推荐评级。华福证券也指出，本次茅台批价波动的直接原因系618线上促销引发渠道之间利益纷争，但根本原因仍在于需求景气度不足。电商“百亿补贴”等活动虽并非新手段，但本次对飞天批价造成影响，系需求持续承压，叠加电商竞争生态恶化、加大价格竞争，受损的渠道对中长期茅台渠道协同和公司后续改革思路不够明晰，紧张情绪放大加剧批价波动。预计受需求压力，叠加渠道利益冲突等因素影响，飞天中短期批价仍有一定压力，但不会出现持续性的断崖下滑。信息时代，周期的压缩一方面激化了市场参与的各方的情绪状态，导致短期内表现容易更加激烈，风吹草动更容易被过分解读并引起波澜，但同时信息对称也有助于公司协同各个渠道，实现软着陆。浙商证券分析，贵州茅台短期品牌价格的波动不改长期的品牌价值，市场调控举措推出有望助力批价企稳，业绩确定性仍强，白酒板块仍具有高ROE、高现金流、股息率提升的特征，继续看好板块中长期投资机会；食品板块布局高景气子板块，寻找潜在催化标的。文|金融界","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446185940"}