马甲
07-01
有信心不等于有能力
官方发声!“有信心穿越本轮周期”,贵州茅台股价见底了吗?
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href=\"https://laohu8.com/S/600519\">贵州茅台</a>”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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32144690800cc2d18b7d6bb122ff2cf7\" title=\"\" 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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","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","BK0188":"融资融券","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK0187":"一线龙头","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","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":721,"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":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322719653032064"}
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