中国必选消费9月投资策略:资金面影响更大,关注低位股和权重股

海通国际
Sep 03, 2025

(以下内容从海通国际《中国必选消费9月投资策略:资金面影响更大,关注低位股和权重股》研报附件原文摘录)需求:8月重点跟踪的8个必选消费行业中5个保持正增长,3个负增长。个位数增长的行业包括软饮料(+3.9%)、速冻食品(+2.0%)、调味品(+1.9%)、餐饮(+0.5%)和乳制品(+0.5%);下降的行业包括大众及以下白酒(-3.8%)、次高端及以上白酒(-1.9%)和啤酒(-0.6%)。与上月...

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