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華泰證券:消費復甦之下,大眾品板塊三大主線值得關注
華泰證券研報指出,看好經濟向消費轉型過程中的食品飲料行業表現,在託底政策的支撐效果明朗及社零增速穩步提升背景下,預計消費復甦將是貫穿全年的投資主線。大眾品板塊建議三條主線選股:主線一是重視大市值龍頭公司的價值重估;主線二是關注品類拓展及渠道變革催生的食飲“新消費”龍頭;主線三是關注成本下行及效率改善帶來利潤確定性的企業。
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