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彼岸花之北极熊
2023-12-13
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彼岸花之北极熊
2023-11-01
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飞天茅台出厂价提高20%！业内：提振资本市场对茅台及白酒板块信心
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07:59","market":"sh","language":"zh","title":"飞天茅台出厂价提高20%！业内：提振资本市场对茅台及白酒板块信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1135079336","media":"老虎资讯综合","summary":"对于此次涨价，白酒专家肖竹青表示：“在五年多未进行价格调整的情况下，提高出厂价利于提振白酒行业发展信心。同时，符合投资者期望，有力提振资本市场对茅台以及白酒板块的信心。”国泰君安研报指出，贵州茅台提价时点超预期，开启新价格周期，增厚2024年业绩，消费行业企稳、情绪与信心亟待修复的情况迎来茅台提价，利于公司和行业远期发展，板块信心将大幅提振。","content":"<html><head></head><body><p>10月31日晚间，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>发布重大事项公告：自2023年11月1日起上调公司53%vol贵州茅台酒（飞天、五星）出厂价格，平均上调幅度约为20%。此次调整不涉及本公司产品的市场指导价格。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a6afed571a7a557af5bf4633365662\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"753\"/></p><p>对于此次涨价，白酒专家肖竹青表示：“在五年多未进行价格调整的情况下，提高出厂价利于提振白酒行业发展信心。同时，符合投资者期望，有力提振资本市场对茅台以及白酒板块的信心。”另据证券时报报道，在上一次贵州茅台发布涨价公告的2017年12月28日的当天，贵州茅台股价大涨8.21%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/253477d5dd97450908e40e3f72442cbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报指出，茅台提价超预期兑现，营收利润双增厚。根据我们测算，预计23年提价前茅台酒收入约1252亿，假设普飞占比约70%，传统经销渠道占比约56%（23Q3直营通道打开占比提升至44.13%），估算得出厂价由969元提升20%后约增厚今年收入约62亿元，增厚幅度约4.2%，约增厚净利润41亿元，增厚幅度约5.6%。</p><p>国泰君安研报指出，贵州茅台提价时点超预期，开启新价格周期，增厚2024年业绩，消费行业企稳、情绪与信心亟待修复的情况迎来茅台提价，利于公司和行业远期发展，板块信心将大幅提振。维持增持评级。提价时点超预期，夯实增长、强化信心，维持2023年EPS 58.67元，上修2024-2025年EPS至69.80、82.06（前值68.72、79.59）元，维持目标价2312.92元。</p></body></html>","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>飞天茅台出厂价提高20%！业内：提振资本市场对茅台及白酒板块信心</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飞天茅台出厂价提高20%！业内：提振资本市场对茅台及白酒板块信心\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-01 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月31日晚间，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>发布重大事项公告：自2023年11月1日起上调公司53%vol贵州茅台酒（飞天、五星）出厂价格，平均上调幅度约为20%。此次调整不涉及本公司产品的市场指导价格。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a6afed571a7a557af5bf4633365662\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"753\"/></p><p>对于此次涨价，白酒专家肖竹青表示：“在五年多未进行价格调整的情况下，提高出厂价利于提振白酒行业发展信心。同时，符合投资者期望，有力提振资本市场对茅台以及白酒板块的信心。”另据证券时报报道，在上一次贵州茅台发布涨价公告的2017年12月28日的当天，贵州茅台股价大涨8.21%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/253477d5dd97450908e40e3f72442cbb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报指出，茅台提价超预期兑现，营收利润双增厚。根据我们测算，预计23年提价前茅台酒收入约1252亿，假设普飞占比约70%，传统经销渠道占比约56%（23Q3直营通道打开占比提升至44.13%），估算得出厂价由969元提升20%后约增厚今年收入约62亿元，增厚幅度约4.2%，约增厚净利润41亿元，增厚幅度约5.6%。</p><p>国泰君安研报指出，贵州茅台提价时点超预期，开启新价格周期，增厚2024年业绩，消费行业企稳、情绪与信心亟待修复的情况迎来茅台提价，利于公司和行业远期发展，板块信心将大幅提振。维持增持评级。提价时点超预期，夯实增长、强化信心，维持2023年EPS 58.67元，上修2024-2025年EPS至69.80、82.06（前值68.72、79.59）元，维持目标价2312.92元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/385eb8d44ff45f1aa3666d5c0ef527b3","relate_stocks":{"600519":"贵州茅台","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0359201612.USD":"贝莱德中国基金A2","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK0215":"饮品","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK0183":"MSCI概念","BK0012":"证金概念","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135079336","content_text":"10月31日晚间，贵州茅台发布重大事项公告：自2023年11月1日起上调公司53%vol贵州茅台酒（飞天、五星）出厂价格，平均上调幅度约为20%。此次调整不涉及本公司产品的市场指导价格。对于此次涨价，白酒专家肖竹青表示：“在五年多未进行价格调整的情况下，提高出厂价利于提振白酒行业发展信心。同时，符合投资者期望，有力提振资本市场对茅台以及白酒板块的信心。”另据证券时报报道，在上一次贵州茅台发布涨价公告的2017年12月28日的当天，贵州茅台股价大涨8.21%。方正证券研报指出，茅台提价超预期兑现，营收利润双增厚。根据我们测算，预计23年提价前茅台酒收入约1252亿，假设普飞占比约70%，传统经销渠道占比约56%（23Q3直营通道打开占比提升至44.13%），估算得出厂价由969元提升20%后约增厚今年收入约62亿元，增厚幅度约4.2%，约增厚净利润41亿元，增厚幅度约5.6%。国泰君安研报指出，贵州茅台提价时点超预期，开启新价格周期，增厚2024年业绩，消费行业企稳、情绪与信心亟待修复的情况迎来茅台提价，利于公司和行业远期发展，板块信心将大幅提振。维持增持评级。提价时点超预期，夯实增长、强化信心，维持2023年EPS 58.67元，上修2024-2025年EPS至69.80、82.06（前值68.72、79.59）元，维持目标价2312.92元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":251649593196560,"gmtCreate":1702475154811,"gmtModify":1702475325138,"author":{"id":"3486976357303001","authorId":"3486976357303001","name":"彼岸花之北极熊","avatar":"https://static.tigerbbs.com/6576967724c52513f8180cc2d337bf7c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486976357303001","authorIdStr":"3486976357303001"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251649593196560","repostId":"2381761155","repostType":2,"repost":{"id":"2381761155","pubTimestamp":1699114936,"share":"https://www.laohu8.com/m/news/2381761155?lang=&edition=full","pubTime":"2023-11-05 00:22","market":"us","language":"zh","title":"大全新能源2023财年第三财季实现净利润-6.31百万美元，同比减少101.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2381761155","media":"自选股智能写手","summary":"9月30日，大全新能源公布财报，公告显示公司2023财年第三财季净利润为-6.31百万美元，同比减少101.95%；其中营业收入为4.85亿美元，同比减少60.25%，每股基本收益为-0.09美元。从资产负债表来看，大全新能源总负债9.48亿美元，其中短期债务0.00美元，资产负债比为7.70，流动比率为4.74。机构评级：截至2023年9月30日，当前有9家机构对大全新能源目标价做出预测，其中目标均价为37.07美元，其中最低目标价为22.80美元，最高目标价为67.70美元。","content":"<html><body><article><p>9月30日，大全新能源（DQ.US）公布财报，公告显示公司2023财年第三财季<span>净利润</span>为-6.31百万美元，同比减少101.95%；其中<span>营业收入</span>为4.85亿美元，同比减少60.25%，每股基本收益为-0.09美元。</p><p>从<span>资产负债表</span>来看，大全新能源（DQ.US）总<span>负债</span>9.48亿美元，其中短期债务0.00美元，<span>资产</span>负债比为7.70，<span>流动比率</span>为4.74。</p><p>机构评级：</p><p>截至2023年9月30日，当前有9家机构对大全新能源目标价做出预测，其中目标均价为37.07美元，其中最低目标价为22.80美元，最高目标价为67.70美元。</p><p>公司简介：</p><p>大全新能源有限公司是一家位于中国的多晶硅生产企业。该公司主要从事高纯度多晶硅的生产和销售给光伏产品制造商，光伏产品制造商将多晶硅加工成用于<a href=\"https://laohu8.com/S/000591\">太阳能</a>解决方案的硅锭、电池和模块。该公司提供即用型多晶硅，包装后可满足坩埚堆放、拉拔和凝固的需求。它的所有收入都来自中国。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不能作为买入依据。）</p></article></body></html>","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>大全新能源2023财年第三财季实现净利润-6.31百万美元，同比减少101.95%</title>\n<style 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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大全新能源2023财年第三财季实现净利润-6.31百万美元，同比减少101.95%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-05 00:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231105002221824ab1d6&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月30日，大全新能源（DQ.US）公布财报，公告显示公司2023财年第三财季净利润为-6.31百万美元，同比减少101.95%；其中营业收入为4.85亿美元，同比减少60.25%，每股基本收益为-0.09美元。从资产负债表来看，大全新能源（DQ.US）总负债9.48亿美元，其中短期债务0.00美元，资产负债比为7.70，流动比率为4.74。机构评级：截至2023年9月30日，当前有9家机构对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231105002221824ab1d6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DQ":"大全新能源"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231105002221824ab1d6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2381761155","content_text":"9月30日，大全新能源（DQ.US）公布财报，公告显示公司2023财年第三财季净利润为-6.31百万美元，同比减少101.95%；其中营业收入为4.85亿美元，同比减少60.25%，每股基本收益为-0.09美元。从资产负债表来看，大全新能源（DQ.US）总负债9.48亿美元，其中短期债务0.00美元，资产负债比为7.70，流动比率为4.74。机构评级：截至2023年9月30日，当前有9家机构对大全新能源目标价做出预测，其中目标均价为37.07美元，其中最低目标价为22.80美元，最高目标价为67.70美元。公司简介：大全新能源有限公司是一家位于中国的多晶硅生产企业。该公司主要从事高纯度多晶硅的生产和销售给光伏产品制造商，光伏产品制造商将多晶硅加工成用于太阳能解决方案的硅锭、电池和模块。该公司提供即用型多晶硅，包装后可满足坩埚堆放、拉拔和凝固的需求。它的所有收入都来自中国。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不能作为买入依据。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236609837318280,"gmtCreate":1698798840005,"gmtModify":1698803284407,"author":{"id":"3486976357303001","authorId":"3486976357303001","name":"彼岸花之北极熊","avatar":"https://static.tigerbbs.com/6576967724c52513f8180cc2d337bf7c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486976357303001","authorIdStr":"3486976357303001"},"themes":[],"htmlText":"最后的挣扎","listText":"最后的挣扎","text":"最后的挣扎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236609837318280","repostId":"1135079336","repostType":2,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
