饮料股午后走强 IFBH(06603)涨11.31% 机构指饮料行业盈利持续改善业绩相对更优

金吾财讯

Sep 15

金吾财讯 | 饮料股午后走强，截至发稿，IFBH(06603)涨11.31%，沪上阿姨(02589)涨9.66%，农夫山泉(09633)涨3.25%，安德利果汁(02218)涨2.17%，古茗(01364)涨1.70%，统一企业中国(00220)涨1.41%。消息面上，中国银河证券发研报指，饮料行业：收入同比提速，盈利持续改善。横向来看，饮料基本面相较于其他食品饮料子板块更具韧性，25H1收入增速排名位居行业第一，扣非归母净利润增速亦靠前。纵向来看，25H1行业七家企业收入同比+6.2%，较2024年同期提速，主要品类均有所改善；归母净利润同比+19.1%，得益于成本下降与部分品类竞争趋缓推动毛利率提升2pct，此外销售与管理费用率亦有下降。8月食品饮料指数跟随大盘实现上涨，主要得益于整体市场环境与资金面驱动；大众品内部来看，整体中报业绩仍有一定压力，板块内部呈现结构性行情，零食、饮料业绩相对更优。25Q4我们看好零食板块（中秋国庆旺季催化+魔芋等大单品持续放量+新渠道催化），年底可布局饮料板块白马成长股（2026新财年+估值切换）。中长期则建议重点关注三条主线：1）新品类与新渠道方向的成长性个股；2）需求相对稳定与竞争格局改善的板块；3）关注餐饮端需求修复对上游供应链基本面的提振。

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Institutions pointed out that the beverage industry's profits continued to improve and its performance was relatively better","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00220":0.9,"01364":0.9,"02218":0.9,"02589":0.9,"06603":1,"09633":0.9},"content_text":"金吾财讯 | 饮料股午后走强，截至发稿，IFBH(06603)涨11.31%，沪上阿姨(02589)涨9.66%，农夫山泉(09633)涨3.25%，安德利果汁(02218)涨2.17%，古茗(01364)涨1.70%，统一企业中国(00220)涨1.41%。消息面上，中国银河证券发研报指，饮料行业：收入同比提速，盈利持续改善。横向来看，饮料基本面相较于其他食品饮料子板块更具韧性，25H1收入增速排名位居行业第一，扣非归母净利润增速亦靠前。纵向来看，25H1行业七家企业收入同比+6.2%，较2024年同期提速，主要品类均有所改善；归母净利润同比+19.1%，得益于成本下降与部分品类竞争趋缓推动毛利率提升2pct，此外销售与管理费用率亦有下降。8月食品饮料指数跟随大盘实现上涨，主要得益于整体市场环境与资金面驱动；大众品内部来看，整体中报业绩仍有一定压力，板块内部呈现结构性行情，零食、饮料业绩相对更优。25Q4我们看好零食板块（中秋国庆旺季催化+魔芋等大单品持续放量+新渠道催化），年底可布局饮料板块白马成长股（2026新财年+估值切换）。中长期则建议重点关注三条主线：1）新品类与新渠道方向的成长性个股；2）需求相对稳定与竞争格局改善的板块；3）关注餐饮端需求修复对上游供应链基本面的提振。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}