You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
瑞銀料中國調味品行業收入將於2025年增長至4,560億人幣
瑞銀投資銀行研究部預計,中國調味品行業收入將以9.3%的複合年增長,由2020年的2,920億元人民幣(下同)增長至2025年的4,560億元。該行認為,業內長期增長彰顯其韌性,而且整合潛力大,明年行業增長將反彈,龍頭品牌的銷售增長將從明年起回升,明年初啟動新一輪漲價。 瑞銀預計,中國調味品行業的長期增長驅動力,將來自餐飲行業的需求上揚、消費升級帶來的產品結構升級,以及出廠價年增長4%。瑞銀投行預計,調味品行業整合程度將進一步加深,短期內管道狀況好轉及需求回暖將促使競爭放緩,未來6個月龍頭品牌將開始提價。 瑞銀表示,由於主要大宗原材料,包括大豆和玻璃價格近期已經開始回檔,預計明年成本將按年下降,這將令行業利潤率的按年復甦,由於預期行業將提價,終端與二批商的進貨意願或上升,從而加快一批商的管道去庫存,進而有助於出廠端收入增長的復甦。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account