食品饮料行业周报:关注软饮旺销催化,白酒情绪持续修复

国金证券
20 Jul

(以下内容从国金证券《食品饮料行业周报:关注软饮旺销催化,白酒情绪持续修复》研报附件原文摘录)白酒:6月下旬起板块情绪持续回升,一方面市场整体风偏回升、交易情绪回暖,另一方面白酒产业基本面相关负面反馈边际也有所趋缓、飞天茅台批价底部回升后近期平稳,叠加临近潜在政策窗口期、稳增长板块交易情绪有所回升。周内水井坊、酒鬼酒等酒企披露中报业绩前瞻,整体二季度业绩明显有所承压。市场对于酒企二季度表观业绩持续...

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