食品饮料行业周报:业绩窗口期,仍看好强alpha标的业绩兑现

国金证券
03 Aug

(以下内容从国金证券《食品饮料行业周报:业绩窗口期,仍看好强alpha标的业绩兑现》研报附件原文摘录)白酒:淡季白酒行业基本面边际变化有限,白酒板块情绪伴随顺周期热度有所回落。近几周飞天茅台批价震荡小幅回落,目前原箱批价1900元左右。参考上一轮周期的经验,目前尚处于估值修复的第一阶段,酒企forward PE普遍在20X内、仍处于周期底部区间,估值修复空间仍较充足。临近中报披露期,市场对于酒企...

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