我们重点推荐的白酒板块下跌8.92%,或进入短期调整。站在当前时点,我们认为需重点关注两大指标:一是茅台未来批价走势,茅台批价的坚挺是白酒板块业绩稳健向好的风向标;二是随着中报季到来,酒企的业绩分化将进一步加大,建议选择业绩确定性高的优质个股。[summary of the research report]
July 16, 2020Shanghai Composite IndexIt closed at 3210.10 points, down 4.50%Deep syndrome component indexIt closed at 12996.34 points, down 5.37% at 12912.93 points, or 7.70%, at 12912.93 points.
The food and beverage index fell 8.14% today, ranking 27th among 28 sub-sectors. The stocks we cover with smaller declines are:Guangzhou Restaurant(603043,-6.34%)、Yili shares(600887,-6.63%)、Guizhou Moutai(600519,-7.90%)。
Our recommended spirits sector fell 8.92%, or entered a short-term adjustment. Standing at the current time, we think that we need to focus on two major indicators: one is the future wholesale price trend of Maotai, and the strength of Maotai approval price is the weather vane for the sound performance of the liquor sector; second, with the arrival of the reporting season, the performance differentiation of wine enterprises will further increase, it is recommended to choose high-quality stocks with high performance certainty.
