白酒板块午盘微涨贵州茅台下跌0.16%

Core Viewpoint - The liquor sector shows signs of demand recovery, with market expectations for performance and pricing becoming more optimistic, leading to potential valuation improvements as demand enhances [1] Industry Summary - The Shanghai Composite Index opened at 4018.86 points, up 0.06%, while the liquor sector closed at 2260.38 points, up 0.39% [1] - Guizhou Moutai's stock price closed at 1429.61 CNY per share, down 0.16%; Wuliangye closed at 118.95 CNY, up 0.10%; Shanxi Fenjiu closed at 190.21 CNY, up 1.95%; Luzhou Laojiao closed at 131.06 CNY [1] - Guizhou Moutai and Wuliangye are key players in the sector, with their stock performance reflecting broader market trends [1] Company Summary - According to Guosen Securities, the industry is experiencing a recovery in demand, particularly noted during the recent holiday sales [1] - The market is sensitive to policy expectations and liquidity improvements, with valuations likely to recover alongside demand [1]