食品饮料行业研究:子板块景气趋势延续性强,业绩窗口期看好alpha标的兑现

国金证券
Aug 10

(以下内容从国金证券《食品饮料行业研究:子板块景气趋势延续性强,业绩窗口期看好alpha标的兑现》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窄幅震荡,目前原箱批价1920元左右、环比小幅回升。我们预计飞天茅台批价仍会阶段性平稳,淡季景气度回落对价盘的冲击趋缓,外部风险对白酒消费场景的影响环比有所改善。周内贵州茅台酒(五星商标上市...

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