康师傅等股:中银国际对消费市场预测

和讯网
16 Dec 2024

【12 月 16 日,中银国际发表研究称】中银国际目前对 2025 年中国消费市场持审慎建设性看法,消费市道复苏进度取决于支持性政策的传导及成效,预计明年以需求为主题的投资者风险偏好上升,推动行业价值重估。该行指出,市场竞争激烈,选择股份倾向业务具盈利增长可见性的企业,食品饮料行业首选康师傅及华润饮料,餐饮业首选百胜中国。中银国际认为,中央来年政策取态积极,将转向以供给为中心的思维,预测方便面市场...

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