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href=\"http://www.zhitongcaijing.com/content/detail/1143389.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/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK0188":"融资融券","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK0187":"一线龙头","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1143389.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448982883","content_text":"7月1日，据“贵州茅台”官微，茅台集团党委副书记、总经理王莉率队先后到上海、浙江、江苏、北京等开展市场调研，并于6月28日、30日在南京、北京组织召开苏沪皖三省区和京津冀蒙黑吉辽七省区市场工作会。会议指出，茅台酒的基本属性没有变，基本需求面也没有变。过去几十年，白酒行业经历了几轮调整，每一次茅台都以较强的定力和实力平稳穿越周期，并获得了更好的发展。相较于以往，尽管当前的形势更加复杂，但当下的茅台拥有更强的核心竞争力、更优的市场渠道生态和更足的风险防范韧性，有信心、有实力、有能力穿越本轮周期。进入6月以来，飞天茅台价格持续下跌引起市场关注。6月24日，“今日酒价”显示，2024年散瓶飞天茅台单瓶价格跌破2100元，来到了2080元的价格低点。虽然与1499元/瓶的市场指导价有着不小的价差，但看跌情绪蔓延了整个市场。事实上，过去看飞天茅台不乏调整期。复盘近些年的批发价，市场至少经历过两轮调整期，但每一轮调整过后，飞天茅台的价格都会企稳反弹。飞天茅台以其独特的制造工艺和强大的品牌力，拥有稳固的护城河，短期价格波动不改长期价值属性。在本轮飞天茅台批价跌破2100元/瓶后，贵州茅台积极推出的“保价”政策。包括暂停巽风375ml茅台酒的数字藏品合成行权、收紧部分省份1499元直营团购供应。此外，据多家经销商表示，12瓶装飞天茅台将取消投放，开箱政策也将取消，同时茅台15年和精品茅台暂停发放。贵州茅台打出“稳价组合拳”后，飞天茅台批发价格触底反弹，截至6月30日，散瓶24年飞天茅台涨至2290元/瓶；原箱24年飞天茅台涨至2550元/瓶，这意味着业内对茅台信心回升，也极大提振了酒业信心。此外，飞茅价格跳水，二级市场也难逃回调。5月8日起，贵州茅台股价一路下挫，6月24日，股价一度跌至1414.01元，期间总市值缩水3600多亿元。不过，6月24日见底后，市场情绪随着稳价措施有所回暖，贵州茅台股价企稳回涨。中泰证券指出，在价格下跌期间，出于希望买到更有性价比的货源，消费者和渠道的观望意愿较强，或造成部分需求延后。根据微酒，本周买涨心态已经催热了北京、广东等多地动销，近期茅台在终端实际动销在加快，流速明显高于五月份。该行预计随着中秋旺季档口临近，7-8月茅台的需求的同比表现有望好于二季度的同比表现，带动茅台批价短期继续回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"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":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322718530109744"}