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中文(ZH) 中信证券:酒类板块已处于底部企稳阶段

CITIC Securities sees liquor sector bottoming out, eyes advanced packaging

CITIC Securities has released a research report indicating that the liquor sector is stabilizing at its bottom. The report highlights an attractive dividend yield of approximately 4% for the sector, with some leading companies offering over 5%, suggesting a favorable investment opportunity. The upcoming Mid-Autumn Festival and National Day holidays are expected to boost the sector, alongside a gradual recovery and improved fundamentals for the beer industry in the second half of the year. AI

RANK_REASON The item is a research report from a financial institution discussing market trends, not a direct announcement from a company or a significant industry event.

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CITIC Securities sees liquor sector bottoming out, eyes advanced packaging

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: The liquor sector has reached a bottoming and stabilizing phase

    36氪获悉,中信证券研报称,展望下半年,中信证券认为酒类板块已处于底部企稳阶段。根据Wind,当前酒类板块股息率约4%,部分龙头酒企股息率超过5%,具备较高的配置性价比。随着白酒动销、库存以及基本面的修复以及中秋国庆旺季的催化,板块有望迎来提振;啤酒方面,判断下半年行业将温和复苏,叠加低基数的影响,行业基本面将有一定修复。