3Q25 食品饮料收入及利润均同比承压,板块表现分化3Q25 食品饮料收入及利润同比均承压,其中白酒收入同比-18.5%,利润同比-22.2%,对整体具有较大拖累。大众品板块中软饮料、保健品、休闲食品收入同比表现较好。发展趋势白酒:3Q25 报表加速出清包袱,部分头部公司大幅释压,关注股价先于报表的底部上行机会。3Q25 行业延续了Q2 的政策和经济环境压制,双节需求较淡,报表整体真实反映了动销...
Source Link3Q25 食品饮料收入及利润均同比承压,板块表现分化3Q25 食品饮料收入及利润同比均承压,其中白酒收入同比-18.5%,利润同比-22.2%,对整体具有较大拖累。大众品板块中软饮料、保健品、休闲食品收入同比表现较好。发展趋势白酒:3Q25 报表加速出清包袱,部分头部公司大幅释压,关注股价先于报表的底部上行机会。3Q25 行业延续了Q2 的政策和经济环境压制,双节需求较淡,报表整体真实反映了动销...
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