高盛：烈酒跟踪端午节表现平平,茅台开始控制供给
中国银行·2024-06-12 02:07
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 10 June 2024 | 10:33PM HKT China Spirits Tracker: Unexciting Dragon Boat Festival, Moutai starts supply control Leaf Liu +852-3966-4169 | leaf.liu@gs.com Goldman Sachs (Asia) L.L.C. Hongda Zhong +852-2978-2300 | hongda.zhong@gs.com Goldman Sachs (Asia) L.L.C. We note that the general demand is relatively muted with banquet demand lapping a Julia Mu +852-2978-1219 | julia.mu@gs.com high base from 2023 pent-up demand, and also weak gifting demand (recent update Goldman Sachs (Asia ...