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中信建投:重點看好食飲板塊四個方面
中信建投研報指出,重點看好食飲板塊四個方面:1)白酒。龍頭需求景氣有望觸底回升,庫存去化。2)低度酒。啤酒銷量反彈,毛利淨利均有改善,或已步入右側區域。黃酒景氣度較高,頭部企業發展優勢擴大,引導行業高端化啓航。3)餐飲鏈細分龍頭多產品渠道佈局。4)休閒零食保持高景氣,新產品和新渠道持續貢獻增量,魔芋品類熱銷。
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