港股异动|多数食品股走强中国食品涨逾7%
格隆汇7月25日丨多数食品股走强,中国食品(0506.HK)涨7.06%、中粮肉食(1610.HK)涨5.36%,维他奶国际(0345.HK)、周黑鸭(1458.HK)涨逾2%。
太平洋证研报指,尽管食品饮料经历三年大幅上涨,但是我们仍看好食品饮料板块的投资机会,核心是预期2019年下半年和2020年会迎来新一轮的价格上涨,进一步提升企业盈利。本轮食品涨价主要是成本助推,以及猪肉供给减少后对其他商品需求的外溢,判断行业龙头会更有价格话语权,提价能力最强,对成本的消化和转嫁能力也最强。预期白酒行业伴随品牌集中度进一步提升,价格会继续上行;重点看好乳制品和休闲食品企业进一步产品结构升级带来盈利改善;调味品行业景气度较高,涨价后盈利空间进一步打开。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.