【国泰海通消费】从普涨到分化,新消费投资再梳理

猛哥看商业
Sep 14, 2025

2025年新消费板块经历大涨后,目前已进入分化阶段,如何看待未来新消费投资机遇?哪些细分行业值得重点关注?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】白酒报表逐步出清,茅台动销好转白酒:报表出清,茅台表态动销好转。25Q2 高端/次高端/...

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