机构:黄酒量价逻辑迎来重构 环球网 · 10:49

环球网
20 May

【环球网财经综合报道】5月20日,华泰证券发布黄酒行业研报称,未来行业量价逻辑有望迎来重构。从量的弹性看,消费场景稳步升级,先由江浙沪渗透率提升,后到全国市场的稳步拓展。从价格的爆发看,竞争格局优化背景下,龙头合力加强品牌培育,稳步推进行业高端化。“整体来看,短期弹性来自传统市场消费密度提升,即场景扩张下对存量需求的二次挖掘,带来行业均价稳步提升。”该研报还称,长期增量则需观察品牌、品类培育如何...

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