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大消费强者恒强 机构称龙头白马股行情或再现

2017-09-25 07:11:53   中国经济网

消费升级将长期影响市场

值得注意的是,在今年前8月行业涨幅排名居前的几大行业中,食品饮料、家电这两大消费板块在9月依然维持着较强的表现,其中申万家电指数和食品饮料指数9月1日~9月22日的累计涨幅分别为3.66%、3.34%,排名28个申万一级行业的第6位、第7位。本周,家电、食品饮料行业涨幅更是排名三甲。今年5~6月,在白马股行情的高潮期,家电、食品饮料行业曾领跑市场。兴业证券昨日表示,消费升级将是影响股市的长周期因素。

白酒行业是今年大消费行情的领头羊,上周标杆公司贵州茅台股价再创历史新高,在一定程度上带动了板块人气。

昨日中信证券指出,从9月底开始白酒行业有望经历“中秋旺季——估值切换——春节备货——春节旺销——茅台涨价预期高涨”等连续催化剂链条,直至茅台真实涨价。中信证券认为,在茅台跨年涨价预期可能提升的背景下,未来渠道补库存或将加速。

从今年之前的市况来看,大消费行情基本与白马股行情同步。申万最新观点则指出,目前重回防御的窗口期可能已提前到来,前期主要受益风险偏好提升的小盘股、题材股的下行压力较大,而各行业龙头有望重新获得超额收益,板块方面重点关注低估值的大金融和地产。

西南证券首席策略分析师朱斌向《每日经济新闻》记者表示,目前行情主线比较混沌,预计接下来今年上半年抱团龙头白马股的情形有可能再度出现。

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