食品飲料板塊走強 西麥食品(002956.SZ)拉昇封板
格隆匯5月27日丨食品飲料板塊走強,西麥食品拉昇封板,科迪乳業漲超8%,新乳業、廣州酒家漲近6%,加加食品、三元股份等跟漲。受益疫情期間宅家需求大增,食品飲料成為極少數一季度營收、淨利雙增長的行業。其中米麪製品、速凍食品、方便食品、複合調味品等子行業業績更是大幅逆市上揚。此外,食品飲料板塊歷來受外資青睞,日前央行與外匯局取消QFII限額,這更有利於海外資金的進入,疊加富時羅素如期提升A股納入因子,食品飲料板塊將繼續享受金融開放的紅利。
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