【国泰海通食品】周报第23期:成长为先,阿洛酮糖获批

猛哥看商业
06 Jul

核心观点导读:消费行业产品焕新加速,重点配置持续创新的企业,零食、饮料等品类创新相对较快、结构性成长红利持续,白酒产业风险加速释放。核心观点:新消费为先,传统成长并进。基于当前新人群新需求演变,新渠道和新品类创新驱动新消费成长红利,产品焕新和渠道变革加速,呈现明显的供给驱动型增长,细分赛道中零食、饮料等品类创新相对较快,传统龙头对产品创新重视度逐步提升,我们认为配置重点是持续推出新品和布局新渠道的...

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