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    newcomerPamela - 三公消费只减不增 仁巨达官方博客 A股酒气再度蒸发 0多亿元。面对利空一直的白酒板块，机构态度也从前期的高调唱多变得更为感性。虽然有券商认为白酒股反弹时点临近，然而大家对白酒股全年的走势均保持谨慎态度白酒大佬迭立异低 从盘面看，受“国务院总理李克强强调三公花费只减不增”的说法打击，昨日白酒股群体大跌。截至收盘，古井贡酒重挫7.88%，沱牌舍得下跌6.81%；贵州茅台、五粮液、洋河股份分别下跌4.25%、4.54%、4.76%，泸州老窖和山西汾酒亦大跌逾6%。值得留神的是，贵州茅台、五粮液、洋河股份、泸州老窖等一线白酒股均再创本轮调剂新低。贵州茅台时隔一年多后重回170元下方，洋河股份则跌破70元大关，创两年半以来新低白酒大佬迭翻新低，也使得整个白酒板块的市值追随着快捷蒸发。昨日，白酒板块市值排名前五的贵州茅台、五粮液、洋河股份、泸州老窖、山西汾酒市值分别蒸发78.22亿元、41.4亿元、36.7亿元、24.65亿元、20.43亿元，共计达201.4亿元。另外，古井贡酒、金种子酒、酒鬼酒市值也分辨蒸发12.54亿元、4.72亿元、3.63亿元。记者统计发明，仅昨日白酒板块市值蒸发就超过230亿元实际上，在先后遭受禁酒令、塑化剂等多重打击后，白酒市场量价齐跌，白酒公司股价亦是大幅回落，两千多亿市值敏捷蒸发。以贵州茅台为例，去年11月1日，该股还处于250元高位，仅仅4个多月时间，股价已不足170元。而贵州茅台的总市值也从去年11月初的2600亿元急剧萎缩至现在的1762亿元，800多亿元市值迅速蒸发。同期，五粮液和洋河股份所蒸发的市值也分离达445亿元、554亿元机构态度改变 谨慎对待全年走势 2月底，A股市场唱多白酒股的声音不绝于耳。不过，一些机构已逐步意识到政策打压对全部白酒板块的影响日渐深远，乐观态度悄悄产生转变。从最新的白酒板块研讨讲演来看，国信证券和平安证券对白酒板块全年走势坚持谨慎。国泰君安固然认为白酒股的反弹时点邻近，但也维持了全年对白酒板块的谨慎态度国信证券认为，李克强总理应用记者会高调推出本届政府三公经费只减不增的许诺，再次确认了白酒股中长期向下的趋势。3月下旬的廉政工作会议推出细则的概率较大，春季糖酒会恐难有利好。不外白酒股估值和预期都已较低，在分成率高以及近期一批价跟库存略好于达观预期的情形下，保持下跌空间不大但难有行情的断定安然证券提出“警惕春糖会白酒负面新闻”的观点，预计经销商前端销售压力很可能在此时集中向厂祖传导。安全证券认为，在行业淡季和“整风活动”向纵深疾速推动的背景下，通过减少销量打算和进步促销用度，白酒公司业绩猜测将持续下调。一线白酒已较早体现，二、三线白酒则时光可能稍晚，但估量难以躲避绝对乐观的国泰君安预计白酒行业今年一季度事迹仍能保持较高增加，春季糖酒会作为短期利空信息开释殆尽的标记或能催化反弹行情。但基于对行业景气宇仍连续下行的判定，该机构以为板块性反弹幅度或在10%15%，维持全年对板块的谨严立场“3月当前，白酒行业将进入较长时期的淡季，二季度销量很难呈现大的好转，经销商也将逐渐消化库存。因而，二季度将是白酒行业基础面最差的时代，白酒股也将维持底部震动。”有剖析人士这样说。To read more, please take [...] · View
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