高盛：烈酒追踪：节日需求尚未回升；端午节前多种烈酒批发价格下滑

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Equity Sachs Research 3 June 2024 | 10:18AM HKT China Spirits Tracker: Festive season demand yet to pick up; Wholesale prices of multiple spirits sliding pre Dragon Boat Festival Heading towards Dragon Boat Festival, we note that general demand for China spirits is likely to be relatively muted with weak gifting demand based on our channel checks, with multiple spirits' wholesale prices sliding recently and prepayment pace largely inline/behind last year while Gujing is ...