中信建投：白酒进入中秋政策沟通密集期，短期市场预期纠偏

今天《人民日报》头版的主要内容有：1、习近平给“中国好人”李培生胡晓春回信强调 积极传播真善美传递正能量 带动更多身边人向上向善；2、在高质量发展之路上勇立潮头（这十年，总书记这样勉励企业高质量发展）；3、在平凡工作中创造不平凡的业绩（今日谈）；4、大桥合龙；5、综合实力、创新力、竞争力全面提升 制造强国 步履铿锵（奋进新征程 建功新时代·非凡十年）。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/715/w625h890/20220815/9bac-5ad884761811860055f27c8bb9ccb2ed.png"]},"commentid":"live:finance-152-2772276:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-08-15 07:43:32","update_time":"2022-08-15 07:43:32","is_need_check":"1","check_time":"2022-08-15 07:43:40","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"us","symbol":"pso","key":"培生"},{"market":"uk","symbol":"pson","key":"培生"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2772275,"zhibo_id":152,"type":0,"rich_text":"【中信建投：白酒进入中秋政策沟通密集期，短期市场预期纠偏】中信建投指出，白酒进入中秋政策沟通期，行业需求持续改善。近期板块跟踪来看，需求平稳改善仍是主要趋势，安徽、湖北等市场实现明显增长表现突出，江苏湖南东北等市场已经基本恢复，山东河南仍然偏弱。五粮液洋河古井等部分酒厂中秋活动政策已经开始沟通，终端和消费者费用投入预计有所增加，渠道费用投放仍然谨慎。经销商整体对中秋回款配合度仍然较高，终端待确认中秋动销氛围后预计更加积极。酒厂在历经Q2主动收缩去库存后，Q3将积极追赶全年任务进度，预计近期回款、发货将陆续展开。从白酒板块行情看，在历经7月调整后当前预期再次纠偏，市场或有阶段性较好表现，当前又到布局时刻，短期重点推荐边际改善弹性较大的今世缘、山西汾酒，舍得酒业、酒鬼酒等。长期仍然推荐贵州茅台、泸州老窖、五粮液、古井贡酒、山西汾酒等。