白酒股节后首个交易日股价走弱，酒商观望节后旺季行情

第一财经2025-02-05

节后已有零售终端开始补货白酒，但酒商仍在观望节后小阳春行情能否如约到来。　　白酒股农历新年后首个交易日开盘后表现普遍偏弱。第一财经记者了解到，多方反馈2025年春节期间白酒销量虽然低于上年春节同期，但市场需求仍存、主要白酒品牌产品价格平稳。一般春节后酒市往往会有一轮“小阳春”行情，据多位酒商介绍，下游零售终端已有补货需求，但具体行情还有待观望。　　2025年央视春晚前后，贵州茅台（600519...

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holiday","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":0.72,"600519":1,"03189":0.72,"000596":1,"002304":1,"000858":1},"content_text":"节后已有零售终端开始补货白酒，但酒商仍在观望节后小阳春行情能否如约到来。\n　　白酒股农历新年后首个交易日开盘后表现普遍偏弱。第一财经记者了解到，多方反馈2025年春节期间白酒销量虽然低于上年春节同期，但市场需求仍存、主要白酒品牌产品价格平稳。一般春节后酒市往往会有一轮“小阳春”行情，据多位酒商介绍，下游零售终端已有补货需求，但具体行情还有待观望。\n　　2025年央视春晚前后，贵州茅台（600519.SH）、五粮液（000858.SZ）、洋河股份（002304.SZ）、古井贡酒（000596.SZ）、郎酒等主要白酒企业通过互动等多种方式排队亮相。\n　　不过节后第一个交易日，白酒股的表现并没有那么红火，开盘后多数白酒股股价下跌，截至记者发稿时，古井贡酒下跌5.22%、贵州茅台下跌1.54%、五粮液下跌1.33%，大部分白酒股跌幅在1%到2%左右。\n　　据山东、安徽多位酒商介绍，春节期间白酒市场价格整体稳定，能够感觉到聚饮和礼赠场景有所回暖，部分零售终端在春节假期期间也有补货的需求。\n\n　　多家机构近两日发布研报也称，2025年春节实际动销降幅环比上年中秋国庆有所改善，终端渠道产品销售在临近春节一周时开始加速，同比预计整体下滑10%左右。\n　　记者在民间报价平台看到，主要白酒品牌产品批发价与节前基本一致，2025年53度飞天茅台的价格稳定在2280元/瓶左右，五粮液普五由于控货因素，批价有所上涨，稳定在950元/瓶左右。\n　　一般而言，每年春节后都会有一轮白酒的小阳春行情，而今年酒商也在观望市场变化情况。\n　　江苏酒商郭佑辰告诉第一财经记者，其部分烟酒店客户已经反馈了需要补货的需求，主要以补货知名白酒品牌产品为主，一方面是门店春节库存卖空需要再备点货；另一方面，也与2024年白酒市场价格波动较大，导致烟酒店减少了备货量有关。但也有酒商对记者表达了对节后市场的担忧，担心白酒价格还会有新的波动。\n　　知趣咨询总经理蔡学飞告诉第一财经记者，2025年春节白酒市场呈现着消费多元化和品牌集中化的趋势，预计节后的小阳春行情不会缺席，毕竟白酒属于聚集性消费品，节后依然是聚饮、社交的高峰期，用酒量预计还会上升，但目前白酒行业仍在深度调整，本轮节后行情能持续多久，程度如何还有待观望。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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