中信建投证券研究发展部大消费研究团队一周核心推荐逻辑梳理如下：食品饮料：食饮三季报前瞻轻纺教育：双十一首日美护品牌表现分化，老铺黄金发布年内第三次提价通知社服商贸：海南离岛免税政策调整预计扩大渠道品牌优势，促进住宿业高质量发展意见印发《食饮三季报前瞻》白酒板块：根据酒业家的信息，双节期间，白酒动销整体下滑20%-30%，各品牌有所分化，头部名酒表现相对较好。展望三季度业绩，预计上市公司报表层面将...
Source Link中信建投证券研究发展部大消费研究团队一周核心推荐逻辑梳理如下：食品饮料：食饮三季报前瞻轻纺教育：双十一首日美护品牌表现分化，老铺黄金发布年内第三次提价通知社服商贸：海南离岛免税政策调整预计扩大渠道品牌优势，促进住宿业高质量发展意见印发《食饮三季报前瞻》白酒板块：根据酒业家的信息，双节期间，白酒动销整体下滑20%-30%，各品牌有所分化，头部名酒表现相对较好。展望三季度业绩，预计上市公司报表层面将...
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