华泰 | 破局与重构:中国软饮行业的发展新纪元

华泰睿思
25 Jul

本文探讨为何在2014年后百亿大单品培育难度骤增,并站在当前时点,挖掘值得关注的产业新趋势,重点探讨新趋势下国内软饮企业应该如何把握产业机遇。我们认为短期来看,25年行业成本红利有望延续,预计龙头企业的利润波动相对可控。结合产业之变,我们综合研判认为新趋势下无糖茶饮/养生水/气泡水/碳酸茶/能量饮料赛道成长性更强,推荐综合实力突出的软饮料龙头企业。点击小程序查看研报原文核心观点软饮料:竞争维度延展...

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