白酒股今日反弹，中酒协预测白酒市场回暖，2025年态势优于2024年

红星资本局2025-02-13

红星资本局2月13日消息，今日，白酒板块大幅上涨。截至收盘，岩石股份（维权）（600696.SH）涨停，山西汾酒（600809.SH）、水井坊（600779.SH）、今世缘（603369.SH）、金种子酒（600199.SH）股价涨超5%；迎驾贡酒（603198.SH）、泸州老窖（000568.SZ）、酒鬼酒（000799.SZ）、古井贡酒（000596.SZ）、五粮液（000858.SZ）、...

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href=https://finance.sina.com.cn/stock/relnews/cn/2025-02-13/doc-inekiriy0665552.shtml><strong>红星资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红星资本局2月13日消息，今日，白酒板块大幅上涨。截至收盘，岩石股份（维权）（600696.SH）涨停，山西汾酒（600809.SH）、水井坊（600779.SH）、今世缘（603369.SH）、金种子酒（600199.SH）股价涨超5%；迎驾贡酒（603198.SH）、泸州老窖（000568.SZ）、酒鬼酒（000799.SZ）、古井贡酒（000596.SZ）、五粮液（000858.SZ）、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-02-13/doc-inekiriy0665552.shtml\">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":"IE00BYV24P56.USD","symbol_name":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) 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will pick up, and the situation in 2025 will be better than that in 2024","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83189":0.9,"600199":1,"600519":1,"600696":1,"600702":1,"600779":1,"600809":1,"603198":1,"603369":1,"000799":1,"000568":1,"03189":0.9,"000596":1,"002304":1,"000858":1},"content_text":"红星资本局2月13日消息，今日，白酒板块大幅上涨。截至收盘，岩石股份（维权）（600696.SH）涨停，山西汾酒（600809.SH）、水井坊（600779.SH）、今世缘（603369.SH）、金种子酒（600199.SH）股价涨超5%；迎驾贡酒（603198.SH）、泸州老窖（000568.SZ）、酒鬼酒（000799.SZ）、古井贡酒（000596.SZ）、五粮液（000858.SZ）、舍得酒业（600702.SH）等纷纷跟涨。\n　　红星资本局注意到，中国酒业协会公众号曾于2月8日发文称：根据春节前后有关机构市场调研显示，春节前后白酒整体符合预期，高端及大众价格带产品表现较好。四川、安徽、江苏等地区域强势产品表现相对较优，白酒头部领军企业稳步前行，整体态势2025年优于2024年，酒业前景一片向好。\n　　银河证券研报指出，白酒行业在2024年明显收缩以及价格呈现下降趋势；预计2025年行业在政策刺激下需求逐步好转，销量温和修复。价格风险已大部分释放，接下来会趋于稳定。行业当前处于磨底阶段，预计2025年行业或延续集中分化的趋势，二季度后或逐步好转。\n　　申万宏源相关研报也认为，经过春节旺季，白酒已出现了一些底部特征，但仍需时间验证。由于多数企业今年春节前降低了回款任务，要重点关注春节后淡季的量价表现。二季度是关键时期，如果头部企业能坚持目前的量价策略，价格体系在淡季进一步企稳，则行业的底部特征会进一步确认。\n　　红星资本局注意到，2024年白酒行业集中度提升成为重要趋势。2024年前三季度，贵州茅台（600519.SH）、五粮液、山西汾酒、洋河股份（002304.SZ）、泸州老窖和古井贡酒TOP6酒企营收占行业总营收的84.7%，净利润占比达91.77%。2025年，品牌力强、品控严格的头部企业预计将进一步挤压中小酒企市场空间。\n　　（文章来源：红星资本局）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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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