大消费行业周报:市场活跃 子板块中报表现分化

平安证券
Sep 01

大消费行业周观点:1)本周市场交投活跃,万得全A累计成交额达14.92万亿,周度成交额持续有所放大;沪深300本周涨幅2.71%,大消费行业中农林牧渔跑赢沪深300,其余食品饮料、商贸零售、传媒、消费者服务获正收益。2)综合上半年经营情况,大消费板块细分领域多出现分化,后续建议关注动销改善、基数回落及快速推新、渠道活跃的高景气度子板块。当前市场流动性较为充足,伴随宏观消费政策落地,消费需求有望回暖...

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