【国泰海通消费】中报消费机会梳理

猛哥看商业
Sep 07

2025年中报披露完毕,消费板块呈现哪些新趋势?哪些优质上市公司值得重点关注?国泰海通消费生力君八大行业首席:食品饮料/美护 訾猛、 社服/零售 刘越男、家电 蔡雯娟、轻工 刘佳昆、纺服 盛开、农业 王艳君/林逸丹、互联网 曹蕾娜,第一时间召开电话会议为您解读!【国泰海通食饮 訾猛】供需出清迎拐点,成长弹性与防御配置食品饮料板块迎来供给侧与需求侧出清的周期性机会,饮料、零食、原料成长股业绩优势凸显...

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