创业板突破4000点

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转正。在此背景下，研报认为，PPI改善以及促内需“一揽子政策”持续向需求侧传导，白酒作为顺周期消费品的核心代表，在这一传导链中受益逻辑最为顺畅，但真实需求的持续复苏仍需观察PPI向CPI的传导情况及居民收入预期的实际改善；当前白酒板块整体估值处于历史低位，龙头酒企的估值约为16-18倍，结合需求改善预期，行业存在估值修复需求，建议关注贵州茅台、五粮液等白酒龙头企业。【点击进入酒价内参，查看真实酒价

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