【2024年06月12日訊】(記者李淨綜合報導)正值端午節假期的餐飲消費旺季,貴州茅台的股價不升反跌。6月11日股價繼續暴跌,並帶動A股多數白酒股下跌。
6月11日,多數A股白酒板塊個股下跌。截至收盤,瀘州老窖跌超4%,古井貢酒、山西汾酒、五糧液也跌超2%。
截至11日收盤,貴州茅台股價大跌3.1%,報1569元/股,總市值為1.97萬億元,一天市值蒸發超過630億元。
相比今年最高市值2.22萬億元,貴州茅台目前已蒸發2500億元。相比近五年內最高的3.26萬億元,市值蒸發近1.3萬億元。
茅台股價下跌,批發價也大跌。6月10日,飛天系列全線暴跌。國投證券認為,茅台批價下行是板塊的較大壓制因素。批價下行是由於高端需求疲軟、茅台發貨結構和節奏等因素導致。
據大陸媒體報導,業內有傳言稱,批價暴跌也與幾萬黃牛短短數小時在酒品行全部申請開票有關。市場上傳出消息說,茅台的黃牛黨在今年618遭遇重創,由於茅台的批價一直下跌,屯茅台的黃牛甚至要倒虧,有一批黃牛直接拿著錢跑路了。
此外,另有消息顯示,茅台股價、批價下跌正值中共公安部打擊「特供酒」之際。中共官媒《人民日報》6月9日報導,自公安部所謂打擊冒用黨政機關、軍隊等名義生產、銷售「特供酒」「專供酒」活動3個月來,31.8萬餘瓶非法「特供酒」被現場繳獲。
茅台酒一度被外界視作是中共官場腐敗的代名詞,成為各軍區、各軍系統、各機關的「特供酒」,近年常被用在官場送禮、賄賂上。據報導,每年供給政府和軍隊的茅台酒比例占其總銷量的60%。
責任編輯:房夏焥#
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MAOTAI, CHINA - SEPTEMBER 22: A sign reading "Maotai Liquor Town" is seen on a street on the Chishui River on September 22, 2016 in Maotai,Guizhou province, China. Distillers in the famous Maotai town along the Chishui River produce well over half of the country's baijiu, the potent traditional Chinese wine made with fermented sorghum that is popular at state functions and often sells for hundreds of dollars per bottle. The most famous wine brands have long used the Chishui as their prime water source, giving the 437-kilometer long mainstream of the river a treasured reputation as being the "River of Wines". That the area is also revered as the site of a 1935 revolutionary battle led by Mao Zedong during the historic Long March of the Red Army has fortified efforts to protect the ecology of the Chishui and the river basin. This year, governments in the three provinces that the river crosses imposed strict measures to curb sewage disposal, over-development, and environmental degradation. As a result, the Chishui, which literally means "red water river' due to its reddish sentiment, is the only branch of the upper Yangtze that is not polluted, has no dams or reservoirs on its mainstream, and will eventually have a full ban on fishing. Authorities also closed nearly five hundred distilleries and paper mills. Major distillers dependent on the health of the "River of Wines" pay millions of dollars per year toward environmental maintenance and enforcement. (Photo by Kevin Frayer/Getty Images)
圖為貴州茅台資料照。(Kevin Frayer/Getty Images)
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