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A股異動 | 食品股走強 良品鋪子、涪陵榨菜等多隻個股漲停
格隆匯11月15日丨食品股繼續走強,良品鋪子、佳禾食品、涪陵榨菜漲停,味知香、祖名股份漲超7%,青島食品、立高食品、品渥食品、中炬高新漲超6%。涪陵榨菜昨日晚間公佈,對部分產品出廠價格進行調整,各品類上調幅度為3%-19%不等,價格執行於11月12日17:00開始實施。開源證券近日發研報指,觀測到成本壓力正在向下遊傳導,提價的過程仍在進行。海天味業、恆順醋業、加加食品等調味品企業公吿提價,洽洽食品、祖名股價、海欣食品、安井食品、涪陵榨菜等可選消費企業也官宣調整價格,行業已經形成新一輪提價潮。提價的邏輯仍在演繹,後續的看點在於部分企業提價預期的落地,以及提價後的報表業績兑現。

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