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整体估值较低、旺季备货超预期、众酒企释放积极信号……在这些积极因素的带动之下,白酒板块于近期迎来一波反弹。但从基本面来看,行业深度调整仍在继续。业界认为,由于二季度终端动销起色不大,对白酒半年报业绩不应抱有过高预期。而即将到来的三季度消费旺季,也将由于民间消费节假日的活跃而呈现出“旺季趋旺”的特征,这使得部分酒企三季度报表改善成为必然。积极因素带动板块向好近期,白酒板块整体表现活跃,包括五粮液、水井
The overall valuation is lower, the peak season stockpile than expected, all the liquor enterprises to release a positive signal ... ... Driven by these positive factors, the liquor sector ushered in a wave of rebound in the near future. However, from a fundamental point of view, the depth adjustment of the industry continues. The industry believes that due to the second quarter terminal sales less improvement, semi-annual performance of liquor should not have high expectations. The upcoming peak season of consumer spending in the third quarter will also show the characteristic of “peak season” due to the active holiday of private consumption, which makes it necessary for some wine companies to improve their Q3 financial statements. Positive factors to promote the plate to the recent spirits sector, the overall performance of active, including Wuliangye, wells