食品飲料板塊走強 科迪乳業、惠發食品漲停
格隆匯3月31日丨食品飲料板塊拉昇走強,科迪乳業、惠發食品漲停,雙塔食品、安井食品漲超7%,貝因美、維維股份,華統股份等跟漲。疫情對食品飲料消費的衝擊是一次性的,二三季度恢復正常彈性增長,部分公司股價已經超跌。隨着市場需求的回暖,存在強勁的反彈動力。整體來看,食品飲料行業趨勢不會被改變,在海外和大盤系統性風險的影響下,板塊佈局良機顯現。國海證券分析師餘春生指出,就大眾食品而言,隨着企業的慢慢復工,線上渠道物流慢慢恢復,商超和便利超市陸續開店,必選食品和休閒食品的消費場景仍在,消費渠道恢復後消費需求也快速實現恢復,業績的可持續性增長問題不大。
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