青山行者
2021-07-14
江中药业是什么酒?
二线白酒股业绩逆天,板块爆发,是风险还是机会?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":145478615,"tweetId":"145478615","gmtCreate":1626241982937,"gmtModify":1626241982937,"author":{"id":3567032349631758,"idStr":"3567032349631758","authorId":3567032349631758,"authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>江中药业是什么酒?</p></body></html>","htmlText":"<html><head></head><body><p>江中药业是什么酒?</p></body></html>","text":"江中药业是什么酒?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/145478615","repostId":1140197743,"repostType":4,"repost":{"id":"1140197743","pubTimestamp":1626232549,"share":"https://www.laohu8.com/m/news/1140197743?lang=&edition=full","pubTime":"2021-07-14 11:15","market":"sh","language":"zh","title":"二线白酒股业绩逆天,板块爆发,是风险还是机会?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140197743","media":"第一财经","summary":"7月14日早盘,白酒板块逆市拉升,截至发稿,$广誉远$、$海南椰岛$涨停,$舍得酒业$、$中恒集团$等多股纷纷跟涨。7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。公司表示,今年上半年,受国内疫情逐步得到控制,中高端白酒消费市场明显回暖,公司老酒战略逐步被市场接受等原因影响,公司营业收入实现较大幅度增长。","content":"<div>\n<p>7月14日早盘,白酒板块逆市拉升,截至发稿,广誉远、海南椰岛涨停,舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后,本周山西汾酒、舍得酒业相继发布半年度业绩预告,三家业绩均预喜。\n\n 7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"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>二线白酒股业绩逆天,板块爆发,是风险还是机会?</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二线白酒股业绩逆天,板块爆发,是风险还是机会?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 11:15 北京时间 <a href=https://www.yicai.com/news/101109824.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月14日早盘,白酒板块逆市拉升,截至发稿,广誉远、海南椰岛涨停,舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后,本周山西汾酒、舍得酒业相继发布半年度业绩预告,三家业绩均预喜。\n\n 7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://www.yicai.com/news/101109824.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140197743","content_text":"7月14日早盘,白酒板块逆市拉升,截至发稿,广誉远、海南椰岛涨停,舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后,本周山西汾酒、舍得酒业相继发布半年度业绩预告,三家业绩均预喜。\n\n 7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下356.21元/股的最高纪录,市值持续突破4000亿元。\n\n\n 同日发布业绩预告的舍得酒业公告显示,预计公司2021年半年度实现归属于上市公司股东的净利润为7.1亿元到7.5亿元,与上年同期相比增加5.46亿元到5.86亿元,同比增长332.42%到356.78%;预计上半年实现归属于上市公司股东的扣除非经常性损益的净利润为7.03亿元到7.43亿元,同比增长377.42%到404.59%。公司表示,今年上半年,受国内疫情逐步得到控制,中高端白酒消费市场明显回暖,公司老酒战略逐步被市场接受等原因影响,公司营业收入实现较大幅度增长。股价方面,受摘帽、易主、业绩预增等利好提振,公司股价从3月份的不足60元,一跃至最高点254.88元。\n\n\n 酒鬼酒预计上半年业绩表现同样较好,其公告显示,公司预计营业收入较上年同期增长137%左右,上半年实现归属于上市公司股东的净利润5亿元至5.2亿元,同比增长170.96%至181.79%,净利超去年全年净利润总额。\n\n东兴证券指出,从基本面来看,目前白酒企业经营较为良性,上半年把握住了消费回暖的浪潮,目标达成率都较为超预期,渠道库存也较为良性,行业仍处于良性发展状态中,应理性看待短期业绩增速的波动,重视白酒的长期公司价值,建议关注增长确定性高、业绩弹性大的公司。重点推荐:贵州茅台、五粮液。\n中泰证券食品饮料团队认为,分化成长仍是白酒板块的主旋律。第二季度,白酒板块高端、次高端分化,高端延续稳健,预计茅台维持双位数增长;五粮液、泸州老窖增长中枢维持20%;次高端在低基数下实现高增长,预计普遍在20%以上,部分高成长标的业绩弹性将持续释放。\n华创证券认为,茅台酒价持续走高打开行业价格空间,贵州茅台自身经营以稳定调,留给次高端酒企充分量价空间,次高端加速全国化招商,区域次高端价格带升级,均带动第二季度业绩在低基数下实现高增长,坚持白酒板块全年区间震荡的判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1706,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["600750"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/145478615"}
精彩评论