智通财经APP获悉，民生证券发布研报称，横向对比啤酒板块营收，行业分化整体持续，考虑到现饮渠道复苏斜率暂无显著改善，啤酒板块推荐基本面景气相对较优、业绩具备α的燕京啤酒(000729.SZ)、珠江啤酒(002461.SZ)。Q2休闲食品内部景气度分化加剧，利润端休闲食品公司利润普遍承压，打造爆品、把握优质渠道的零食公司在收入端录得亮眼表现，关注细分品类和新渠道机会。民生证券主要观点如下：低度酒及...
Source Link智通财经APP获悉，民生证券发布研报称，横向对比啤酒板块营收，行业分化整体持续，考虑到现饮渠道复苏斜率暂无显著改善，啤酒板块推荐基本面景气相对较优、业绩具备α的燕京啤酒(000729.SZ)、珠江啤酒(002461.SZ)。Q2休闲食品内部景气度分化加剧，利润端休闲食品公司利润普遍承压，打造爆品、把握优质渠道的零食公司在收入端录得亮眼表现，关注细分品类和新渠道机会。民生证券主要观点如下：低度酒及...
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