食品饮料行业周报:关注酒类等旺销期前景气趋势,及业绩兑现强势标的

国金证券
Aug 30

(以下内容从国金证券《食品饮料行业周报:关注酒类等旺销期前景气趋势,及业绩兑现强势标的》研报附件原文摘录)白酒:本周中报窗口期收官,与此前预期相符、白酒酒企25Q2普遍业绩加速出清,市场普遍下修25H2EPS预期。同期市场情绪环比持续改善,正如我们此前所述:短期酒企EPS出清反而会落地市场对于酒企表观不确定性的担忧、并对中期行业景气改善时酒企呈现成长性给予一定预期。从7月下旬以来有陆续渠道反馈前期...

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