MG黄
05-18
这就低迷了 酱香型科技兴国 和你闹呢
股价低迷!投资者追问,五粮液回应
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":307025567285248,"tweetId":"307025567285248","gmtCreate":1715992125242,"gmtModify":1715992127417,"author":{"id":3557294228267354,"idStr":"3557294228267354","authorId":3557294228267354,"authorIdStr":"3557294228267354","name":"MG黄","avatar":"https://static.tigerbbs.com/a9c36c5387bb33035d77f7388dcdef28","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这就低迷了 酱香型科技兴国 和你闹呢</p></body></html>","htmlText":"<html><head></head><body><p>这就低迷了 酱香型科技兴国 和你闹呢</p></body></html>","text":"这就低迷了 酱香型科技兴国 和你闹呢","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/307025567285248","repostId":2436784943,"repostType":2,"repost":{"id":"2436784943","kind":"news","pubTimestamp":1715961920,"share":"https://www.laohu8.com/m/news/2436784943?lang=&edition=full","pubTime":"2024-05-18 00:05","market":"sh","language":"zh","title":"股价低迷!投资者追问,五粮液回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2436784943","media":"中国基金报","summary":"投资者追问五粮液背后,担忧其作为曾经的国内白酒龙头,在被贵州茅台超越后,是否还会被其他上市酒企超越。五粮液未予以回应,但是2月底有投资者询问回购股份注销事项,到3月中旬五粮液回复:“公司将根据实际情况进行研究。”查询可见,截至5月17日,五粮液未推出回购股份计划。为了能助力股价提升,投资者还关注五粮液的分红、大股东增持等动作。","content":"<div>\n<p>见习记者 闻言近日,投资者追问五粮液:“为何近年来股价、业绩增速,均不及山西汾酒、古井贡酒、泸州老窖、贵州茅台等酒企。”投资者追问五粮液背后,担忧其作为曾经的国内白酒龙头,在被贵州茅台超越后,是否还会被其他上市酒企超越。五粮液对此回应,前六大酒企上市公司各有特色,不能仅从增速高低看问题,单股股价较低受“公司总股本在A股白酒企业中排名第一”影响。股价低迷被追问1963年,五粮液首次参加全国评酒大会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>股价低迷!投资者追问,五粮液回应</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股价低迷!投资者追问,五粮液回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-18 00:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>见习记者 闻言近日,投资者追问五粮液:“为何近年来股价、业绩增速,均不及山西汾酒、古井贡酒、泸州老窖、贵州茅台等酒企。”投资者追问五粮液背后,担忧其作为曾经的国内白酒龙头,在被贵州茅台超越后,是否还会被其他上市酒企超越。五粮液对此回应,前六大酒企上市公司各有特色,不能仅从增速高低看问题,单股股价较低受“公司总股本在A股白酒企业中排名第一”影响。股价低迷被追问1963年,五粮液首次参加全国评酒大会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600519":"贵州茅台","600809":"山西汾酒","BK0215":"饮品","LU0084288322.USD":"Natixis Asia Equity RD USD","BK0175":"白马股","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","BK0183":"MSCI概念","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0823426480.USD":"法巴中国股票经典Dis","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","000858":"五粮液","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0048580855.USD":"富达大中华区A","BK0015":"沪股通50","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK0164":"国企混改","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405180007268b130b65&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2436784943","content_text":"见习记者 闻言近日,投资者追问五粮液:“为何近年来股价、业绩增速,均不及山西汾酒、古井贡酒、泸州老窖、贵州茅台等酒企。”投资者追问五粮液背后,担忧其作为曾经的国内白酒龙头,在被贵州茅台超越后,是否还会被其他上市酒企超越。五粮液对此回应,前六大酒企上市公司各有特色,不能仅从增速高低看问题,单股股价较低受“公司总股本在A股白酒企业中排名第一”影响。股价低迷被追问1963年,五粮液首次参加全国评酒大会排名第一,与古井贡酒、泸州老窖特曲、全兴大曲、茅台、西凤酒、汾酒、董酒被业界称为“老八大名酒”,但是五粮液的股价不甚理想,并且落后多家其他上市酒企。投资者在互动平台连环追问:“请问公司股价为什么这么低”“股价为什么超越不了(山西)汾酒、古井贡酒、泸州老窖等”。截至5月17日收盘价,五粮液为156.41元/股,而山西汾酒、古井贡酒、泸州老窖分别为263.77元/股、267.15元/股、189.85元/股。对比五粮液过往股价,2021年2月26日至2024年5月17日,累计跌幅44.49%。记者查询发现,此前投资者在互动平台较少询问股价,并且此次对比了其他上市酒企股价的追问,在近年来尚属首次。五粮液回应称:“五粮液总股本38.82亿股,居本行业上市公司第一,是影响单股股价的重要因素。”追问回购、增持、分红针对五粮液股价不甚理想,投资者追问:“公司股价为什么这低,怎么不回购股份。”五粮液未予以回应,但是2月底有投资者询问回购股份注销事项,到3月中旬五粮液回复:“公司将根据实际情况进行研究。”查询可见,截至5月17日,五粮液未推出回购股份计划。为了能助力股价提升,投资者还关注五粮液的分红、大股东增持等动作。1月8日,有投资者在互动平台询问五粮液,鉴于公司股价连年下跌后,最近又出现持续下跌,对比贵州茅台已经实施特别分红两次,加上公司账上资金充裕,应考虑行业地位及维护公司形象,强烈建议安排一次特别分红或大幅提高2023分红。综合五粮液对分红问题的回复可见,近五年,公司均积极提高分红比率,2023年度发布的分红方案,分红率计划提升至60%。关于大股东增持股份,五粮液集团计划自2023年12月14日起6个月内,以自有资金4亿元至8亿元增持五粮液股份,不设定增持股份的价格区间。截至2024年3月15日,上述增持计划的实施时间过半,五粮液集团的累计增持金额为1.80亿元,未达上述增持计划的增持金额下限。担忧行业老二地位被超越投资者追问五粮液:“在近四年外部环境一样的背景下,公司业绩增速在贵州茅台、泸州老窖、山西汾酒、古井贡酒等上市酒企中连续垫底,并且大幅跑输泸州老窖,请问主要原因是什么?”以2023年归母净利润为例,贵州茅台、泸州老窖、山西汾酒、古井贡酒,分别同比增长19.16%、27.79%、28.93%、46.01%,均超过五粮液的13.19%。其中,五粮液、泸州老窖均是川酒的代表,但是引领其他川酒企业的五粮液,近年来业绩增速多次不及泸州老窖。2021年、2022年、2023年的归母净利润,五粮液分别同比增长17.15%、14.17%、13.19%;泸州老窖分别同比增长32.47%、30.29%、27.79%。五粮液回应称,前六大上市(酒业)公司各有特色,不能仅从增速高低看问题,还要具体分析基数大小、品牌力、品质等。业内人士分析,面对白酒行业呈现结构分化走势,未来竞争的重点将在前六大上市酒企中展开。公开资料显示,2023年,白酒行业在收入规模和整体效益稳步增长情况下,全国规上白酒企业亏损265家、亏损面26.71%。同时,2023年前六大白酒上市公司营业收入,占19家白酒上市公司营业收入总和的81%,占全国白酒规上企业营业收入总和的46%,两者同比均有所提升。“公司除了20年前被贵州茅台反超之外,如何保证曾拥有最好的品牌,不会再被其他名酒超越?”投资者在互动平台追问,五粮液在行业老二的口碑中挣扎,目前不仅有被贵州茅台甩远的趋势(净资产收益率遥遥落后),更有被后来者居上的压力。五粮液仅回复:2024年,公司将继续保持“聚焦主业、做强主业”战略定力,实心干事、科学作为,全面加快高质量发展步伐,努力向产品卓越、品牌卓著、创新领先、治理现代的世界一流企业迈进。编辑:舰长审核:木鱼","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":32,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/307025567285248"}
精彩评论