【本月建议关注】软饮料&低酒精“新品+低基数+即将迎来旺季+成本红利”下的投资机会:李子园/承德露露/东鹏饮料/百润股份/会稽山/香飘飘等。【酒类板块】建议关注强α&持续享受集中度提升红利的酒类酒企:山西汾酒/贵州茅台/燕京啤酒等。【大众品】在Q2大众品板块业绩低基数背景下,我们继续看好符合“降本增效”(成本下行+内控效率提升)/“市占率提升(高成长赛道+拓品类+拓渠道)”的强α公司。市场表现复盘...
Source Link【本月建议关注】软饮料&低酒精“新品+低基数+即将迎来旺季+成本红利”下的投资机会:李子园/承德露露/东鹏饮料/百润股份/会稽山/香飘飘等。【酒类板块】建议关注强α&持续享受集中度提升红利的酒类酒企:山西汾酒/贵州茅台/燕京啤酒等。【大众品】在Q2大众品板块业绩低基数背景下,我们继续看好符合“降本增效”(成本下行+内控效率提升)/“市占率提升(高成长赛道+拓品类+拓渠道)”的强α公司。市场表现复盘...
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