报告导读：食品饮料板块25H1年收入、净利润同比+1%、+1%，25Q2收入、净利润同比+0.2%、-2%。其中白酒降速，大众品表现分化、成长赛道呈结构性增长。投资建议：饮料、零食、食品饮料等成长标的业绩优势有望体现，白酒中报披露阶段预期加速修正，部分出清，牧业有望受益于周期反转。食品饮料板块营收规模持平、盈利增长降速，成长性大众品表现较优。25Q2食品饮料板块业绩微增、盈利承压，收入、净利润分别...
Source Link报告导读：食品饮料板块25H1年收入、净利润同比+1%、+1%，25Q2收入、净利润同比+0.2%、-2%。其中白酒降速，大众品表现分化、成长赛道呈结构性增长。投资建议：饮料、零食、食品饮料等成长标的业绩优势有望体现，白酒中报披露阶段预期加速修正，部分出清，牧业有望受益于周期反转。食品饮料板块营收规模持平、盈利增长降速，成长性大众品表现较优。25Q2食品饮料板块业绩微增、盈利承压，收入、净利润分别...
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