中信建投 | 大消费本周核心推荐

中信建投证券研究
Oct 31, 2025

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: 茶中故旧是蒙山——中国茶行业市场介绍食品饮料:行业逐步寻底,关注三季报改善方向轻纺教育:老铺黄金开展年内第三次提价,巨子生物重组胶原蛋白械三类证获批《茶中故旧是蒙山——中国茶行业市场介绍》中国茶产业源远流长,早在南北朝时期就开始陆续输出至东南亚邻国及亚洲其他地区。2024年,中国茶产业内销产量占整体产量的69%左右,表明中国...

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