中国银河证券:5月食品饮料呈现明显的结构性行情 啤酒板块高分红+低估值+旺季催化

智通财经网
Jun 12

智通财经APP获悉,中国银河证券发布研报称,5月食品饮料呈现明显的结构性行情,主要系行业整体基本面复苏节奏仍偏稳健,市场重点关注新渠道与新品类共振带来的α机会(新消费)。展望25年6月,该行认为结构性行情将延续,大众品板块建议重点关注:1)新品类与新渠道方向的成长性个股;2)关注传统消费龙头的补涨空间,一是啤酒板块高分红+低估值+旺季催化,二是饮料板块旺季催化。中国银河证券主要观点如下:国内啤酒...

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