花旗:內地消費板塊下半年有望重拾增長 看好蒙牛(2319.HK)等股份
花旗發表報告表示,儘管受到新冠肺炎疫情的短期影響,在創新及高端化推動下,預計中國消費板塊的盈利將在今年下半年重拾增長動力,看好蒙牛乳業(2319.HK)等。
報告表示,消費必需品板塊的首選股還包括華潤啤酒(0291.HK),可選消費品首選股包括滔博(6110.HK)、李寧(2331.HK)和高鑫零售(6808.HK)。長期來看,預計疫情將提升中國消費者對健康、營養和衞生的意識,利好蒙牛等乳品生產商、李寧和滔博等運動服裝生產商。
報告又指,疫情將提升線上購買,利好高鑫零售,在家烹飪的增加則利好頤海國際。
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