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食品飲料板塊繼續走強 有友食品等多股漲停
格隆匯 05-25 11:32
格隆匯5月25日丨食品飲料板塊繼續走強,有友食品、新乳業、光明乳業、西王食品漲停,天潤乳業、克明面業漲超7%,上海梅林、妙可藍多等跟漲。開源證券指出,近期食品飲料板塊大漲,是資金層面與基本面共振結果:一方面央行與外匯局取消QFII限額,更利於海外資金入場,食品飲料歷來受外資青睞,預期未外資流入增多。另一方面基本面邊際改善:4月社零數據中飲料與煙酒類增速大幅回升;五一假期消費復甦超預期,集中表現為餐飲市場回暖,帶動相關產業受益。二者共振,板塊持續升温。
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