新一轮调整周期已至？酒企三季度有望加速增长！外资坚定持有产业龙头

【新一轮调整周期已至？酒企三季度有望加速增长！外资坚定持有产业龙头】6月19日，中国酒业协会发布《2023中国白酒市场中期研究报告》。报告认为，2023年白酒行业和白酒市场的新一轮调整周期已经到来。名酒穿越周期的能力得到各方普遍看好。对白酒产业而言，2023年总体上是短期不乐观，长期不悲观，产业将呈现理性增长的趋势。6月以来，申万白酒指数横盘震荡开局，随后紧接五连阳、三连阴，累计涨幅4.94%。白酒股整体实现上涨，迎驾贡酒、泸州老窖分别累计上涨11.83%、7.78%，水井坊、五粮液、贵州茅台集体涨逾6%。截至6月20日，外资对五粮液、贵州茅台、泸州老窖3只白酒龙头保有较高仓位，最新持股量依次为2.56亿股、8935.26万股、5913.83万股，且在6月内，外资对3股的持股量均有小幅上涨。（证券时报）","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/692/w1068h1224/20230622/7077-00ffaa46a567f1f0760844462c271c20.png"]},"commentid":"live:finance-152-3151514:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-06-22 14:00:39","update_time":"2023-06-22 14:00:44","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"cn","symbol":"sh603198","key":"u8fceu9a7eu8d21u9152"},{"market":"cn","symbol":"sz000568","key":"u6cf8u5ddeu8001u7a96"},{"market":"cn","symbol":"sh600779","key":"u6c34u4e95u574a"},{"market":"cn","symbol":"sz000858","key":"u4e94u7caeu6db2"},{"market":"cn","symbol":"sh600519","key":"u8d35u5ddeu8305u53f0"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"u8d35u5dde","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-06-22\/doc-imyycyfr0887458.shtml","docid":"myycyfr0887458"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"},{"id":"3","name":"公司"},{"id":"10","name":"A股"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-06-22/detail-imyycyfr0887458.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3151513,"zhibo_id":152,"type":0,"rich_text":"美国国家飓风中心：探测飞机在风暴“布雷特”中发现了更强的风和更低的气压；热带风暴“布雷特”位于巴巴多斯以东约250英里（465公里）处，最大持续风速为70英里/小时（110公里/小时）。