$贵州茅台(6005_老虎社区_美港股上老虎

股市时光机
04-30

$贵州茅台(600519)$ 东吴证券04月30日发布研报称，给予贵州茅台（600519.SH，最新价：1544元）买入评级。评级理由主要包括：1）2025Q1发货节奏同比修复，直销渠道增长加速；2）净利率同比略增，主因税率及管理费率贡献；3）2025年茅台酒与系列酒双轮驱动，渠道调控更趋精细。风险提示：宏观承压消费持续走弱，需求企稳不及预期；市场对增速规划的非理性反应等。

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