“喝酒”行情再现！白酒板块逆市飘红，金徽酒3天2板

Group 1 - The A-share market experienced a volatile adjustment on February 2, with all three major indices falling over 2%, and the Sci-Tech Innovation 50 Index dropping more than 3% [2] - The liquor sector showed repeated activity, with stocks like Huangtai Liquor achieving three consecutive trading limits, and Jinhuijiu gaining two limits in three days, alongside other brands such as Shui Jing Fang, Jiu Gui Jiu, Wuliangye, Shede Liquor, and Kweichow Moutai rising [2] - According to a report from CITIC Securities, the liquor industry is expected to bottom out by 2026, with leading companies increasing their market share, indicating a potential investment opportunity in the liquor sector before and after the Spring Festival [2] Group 2 - The current valuation of the liquor sector is at a historical low, presenting strong bottom-fishing value, while consumer policy catalysts are also being monitored [2] - The bottom-fishing logic is supported by performance clearing to unload burdens, strong brand support for sales, enhanced operational capabilities for channels, and exploration of new marketing models [2]