港股异动 | 珍酒李渡(06979)跌超3% 瑞银近期下调多只白酒股评级 需求悲观预期压制板块
珍酒李渡(06979)跌超3%，截至发稿，跌3.21%，报6.94港元，成交额2937.5万港元。
消息面上，瑞银近日在研报中下调多只白酒股评级，引发市场关注。报告分析师瑞银大中华消费品行业主管彭燕燕表示，由于消费趋势、供给关系等多方面因素的变化，对2024年和2025年白酒行业的盈利预测进行了下调。2024年的盈利预测下调了4%，2025年预计下调11%。
国信证券认为，股价反应需求悲观预期，酒企战略锚定长远。短期看，若宏观经济仍处于缓慢复苏阶段，白酒行业整体需求仍有较大压力，酒企放慢经营节奏管理渠道秩序逐步成为市场共识；中长期看，企业更重视渠道健康和市场秩序，战略复利下，行业商业模式价值并未改变。
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