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中信建投:持續看好食品飲料四個方向的投資機會
中信建投研報指出,持續看好食品飲料四個方向的投資機會。1)休閒零食、飲料行業保持高景氣度,新渠道為行業內公司帶來重要增量機會;2)啤酒需求穩定且處於結構性升級階段,旺季天氣升温明顯,需求有望修復,板塊紅利屬性亦不斷增強;3)結合持續復甦的餐飲渠道,建議關注具有拓新品或改革預期的調味品及餐飲鏈公司;4)乳製品具備成本優勢,兼之結構升級,疊加高股息,性價比凸顯。
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