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食品飲料板塊持續活躍 桃李麪包(603866.SH)漲超6%
格隆匯 03-27 10:31
格隆匯3月27日丨食品飲料板塊持續活躍,桃李麪包漲超6%,莊園牧場漲超5%,口子窖、雙匯發展等漲超4%,涪陵榨菜、水井坊等跟漲。消息面上,擴大消費成為近期促進經濟恢復的熱門話題,截至目前已經有超過10省市宣佈將通過發放消費券拉動消費,給經濟“添柴”。專家表示,疫情後,餐飲、住宿、健康醫療、休閒娛樂、出行等領域存在消費回補的可能性。從長期來看,食品飲料行業大部分具有必選消費的屬性,且現金流良好,在產品、品牌、渠道的三重護城河下將實現恢復性增長。同時,此次事件或將加速中小企業出清,使龍頭企業集中度得到進一步的提升,強者恆強的局面將更加清晰。
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