食品饮料行业周观点:啤酒饮料正当旺季 关注大众品上新催化

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投资建议:1、白酒:淡季筑底、中长期价值凸显,建议关注“ 优势龙头、红利延续、强势复苏”三条主线:1)优势龙头,头部酒企份额持续提升:贵州茅台、五粮液、山西汾酒、古井贡酒;2)红利延续,高确定性区域酒:今世缘(江苏格局红利)、迎驾贡酒(洞藏大单品红利)等;3)受益复苏与风险偏好提升,弹性标的:泸州老窖、水井坊、舍得酒业、老白干酒、港股珍酒李渡、酒鬼酒等。2、大众品:燕京U8 改革深化,农夫山泉推新...

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