食品饮料行业报告:四中全会提振消费产业预期

东兴证券
Oct 29, 2025

上周二十届四中全会公报发布,消费作为关键词在公报中被频频提及,消费在“十五五”期间经济发展动能上的重要性被强调。并提出要更加强调需求和供给的双向互动,体现出内需战略定位升级和供需关系调整,标志着政策重心从供给主导转向供需平衡。预期未来在消费政策方面,将出台更具针对性和持续性的措施,食品饮料消费也将在消费复苏中获得增量机会。建议关注经济动能转型下食品饮料消费变化带来的估值修复和产业成长机会。本次全会...

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