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白酒业正在经历严酷的寒冬,但对产能过剩、估值偏高的白酒业来说,这正是行业调整、纠偏的好机会。2012年11月19日,有媒体报道酒鬼酒塑化剂超标260%,至此,白酒股开始了它漫长的下跌过程。其间,关于酒业龙头股贵州茅台是否也存在塑化剂超标上演了一出罗生门,不免让投资者暗自揣度,塑化剂是否同三聚氰胺一样,行业内无人可逃。双节之前通常都是白酒股的春天,但此次却正好相反,大盘不断向上,酒业股却不断走熊。伴随股价下跌的还有不断的高端白
Liquor industry is experiencing a harsh winter, but for overcapacity, high valuation of the liquor industry, this is a good opportunity for industry adjustment, correction. November 19, 2012, there are media reports alcoholic plasticizer exceeded 260%, thus, liquor stocks began its long decline process. In the meantime, on the leading liquor stocks in Guizhou Moutai there are excessive plasticizers staged a Rassoon, inevitably let investors secretly speculate that plasticizers are the same as melamine, no one in the industry to escape. Before the double section is usually the spring of white wine stocks, but this time on the contrary, the broader market continued upward, the liquor stocks have kept taking the bear. With the decline in stock prices there are constant high-end white