食品饮料行业:如何看待IFBH的成长性?

广发证券股份有...
Sep 18

月度聚焦:如何看待IFBH 未来的成长性?(1)椰子水品类禀赋优异,赛道有望持续扩容。健康化趋势下,近年来椰子水赛道持续扩容,以零售口径计算,2024 年大中华区椰子水市场规模达78 亿元。从需求属性看:椰子水品类禀赋优异,赛道在低销售费用投入下实现高增长。从生意模式看:椰子水原料成本占比高、上游供给刚性强、且供需地错配,对企业上游供应链管理、下游销售周转能力的要求较高。从竞争层面看:椰子水赛道...

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