食品饮料行业周报：汾酒推新青花26 关注酒企明年展望

恒泰证券股份有...12-09

1、核心观点：（1）白酒：当前板块依旧处于基本面底部区间，12 月进入白酒企业年终总结和来年展望的经销商大会窗口期，本周汾酒召开经销商大会，发布青花26，同时强调“稳定压倒一切”，会议内容更凸显当下酒企务实经营、尊重现实的状态。尽管板块处于“强预期，弱现实”阶段，但在白酒板块龙头公司分红率持续提升的背景下，仅从股息率视角已经具备配置价值，关注年底各家酒企经销商大会、未来中央经济工作会议对于明年...

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