【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级指珍酒双渠道战略清晰下半年有望贡献增量

金吾资讯07-16

金吾财讯 | 华金证券发研指，回顾珍酒李渡(06979)上半年业绩，珍酒在上半年维持良好增长，并在动销和开瓶上保持着较高水平，主要得益于珍酒在双渠道增长战略实施和升级体验式营销方面取得较大成效。珍酒将围绕500-1000元价格带，继续以占领次高端和高端为主，重点发力珍15、珍30以及光瓶酒系列。随着真实年份酒社会认可度的不断提升，未来高端光瓶系列将持续增长，预计未来五年高端光瓶系列会有二三十亿的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2451963098?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-16 17:10","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2451963098","market":"hk","top_or_hot":-1,"title":"【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级 指珍酒双渠道战略清晰 下半年有望贡献增量","media":"金吾资讯","content":"<div>\n<p>金吾财讯 | 华金证券发研指，回顾珍酒李渡(06979)上半年业绩，珍酒在上半年维持良好增长，并在动销和开瓶上保持着较高水平，主要得益于珍酒在双渠道增长战略实施和升级体验式营销方面取得较大成效。珍酒将围绕500-1000元价格带，继续以占领次高端和高端为主，重点发力珍15、珍30以及光瓶酒系列。随着真实年份酒社会认可度的不断提升，未来高端光瓶系列将持续增长，预计未来五年高端光瓶系列会有二三十亿的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071617104095c66c6b&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级 指珍酒双渠道战略清晰 下半年有望贡献增量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级 指珍酒双渠道战略清晰 下半年有望贡献增量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-16 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071617104095c66c6b&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 华金证券发研指，回顾珍酒李渡(06979)上半年业绩，珍酒在上半年维持良好增长，并在动销和开瓶上保持着较高水平，主要得益于珍酒在双渠道增长战略实施和升级体验式营销方面取得较大成效。珍酒将围绕500-1000元价格带，继续以占领次高端和高端为主，重点发力珍15、珍30以及光瓶酒系列。随着真实年份酒社会认可度的不断提升，未来高端光瓶系列将持续增长，预计未来五年高端光瓶系列会有二三十亿的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071617104095c66c6b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"83189","symbol_name":"易方达白酒-R","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071617104095c66c6b&s=b","article_id":"2451963098","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024071617104095c66c6b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2451963098","pubTimestamp":1721121028,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"当前珍酒年产能已超过4.1万吨，预计今年储酒会超10万吨，为高端产品进一步扩量和提升竞争力提供坚实的基础。该行认为珍酒双渠道战略清晰、产品升级换代，下半年有望贡献增量。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"83189":"易方达白酒-R","03189":"易方达白酒","06979":"珍酒李渡"},"translate_title":"[Brokerage Focus] Huajin Securities first gave Zhenjiu Lidu (06979) a \"buy\" rating, indicating that Zhenjiu's dual-channel strategy is clear and is expected to contribute increment in the second half of the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":1,"03189":1,"06979":1},"content_text":"金吾财讯 | 华金证券发研指，回顾珍酒李渡(06979)上半年业绩，珍酒在上半年维持良好增长，并在动销和开瓶上保持着较高水平，主要得益于珍酒在双渠道增长战略实施和升级体验式营销方面取得较大成效。珍酒将围绕500-1000元价格带，继续以占领次高端和高端为主，重点发力珍15、珍30以及光瓶酒系列。随着真实年份酒社会认可度的不断提升，未来高端光瓶系列将持续增长，预计未来五年高端光瓶系列会有二三十亿的份额。当前珍酒年产能已超过4.1万吨，预计今年储酒会超10万吨，为高端产品进一步扩量和提升竞争力提供坚实的基础。该行认为珍酒双渠道战略清晰、产品升级换代，下半年有望贡献增量。该行指，李渡坚持从“小而美”到“大而精”的战略转变，不断拓宽产品矩阵、加强传统渠道铺货及全国化布局。产品方面，李渡将建立以李渡高粱和李渡王两大产品矩阵，李渡高粱系列主要以团购为主，包括千元以上的李渡高粱1308、八百元价格带的1955和次高端的1975；李渡王系列主要聚焦100-300价格带，承担打入传统渠道的角色。该行表示，公司旗下多品牌协同发力，且有望持续受益于酱酒竞争格局的持续优化，带动优质头部品牌势能的加速显现。综合来看，该行预计2024-2026年分别实现营收84.49、100.18、117.82亿元，同比增长20%、19%、18%，归母净利润19.96、24.62、30.19亿元，同比-14%、+23%、+23%，对应EPS分别为0.59、0.73、0.89元/股，对应PE分别为13.13、10.64、8.68x，首次覆盖，给予“买入”建议。","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/2451963098"}

【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级 指珍酒双渠道战略清晰 下半年有望贡献增量

精彩评论

【券商聚焦】华金证券首予珍酒李渡(06979)“买入”评级指珍酒双渠道战略清晰下半年有望贡献增量