证券之星食品饮料行业周报:2025年11月10日-2025年11月14日,沪深300指数下跌1.08%,申万食品饮料指数上涨3.09%。前五大上涨个股分别为:欢乐家、三元股份、朱老六、西麦食品、海欣食品。机构观点中银国际证券本周观点(含个股):考虑到不同子行业所处周期阶段,我们建议优先关注政策催化下受益餐饮消费场景修复的速冻食品、调味品,以及泛餐饮供应链等大众品行业细分领域龙头企业,如安井食品、...
Source Link证券之星食品饮料行业周报:2025年11月10日-2025年11月14日,沪深300指数下跌1.08%,申万食品饮料指数上涨3.09%。前五大上涨个股分别为:欢乐家、三元股份、朱老六、西麦食品、海欣食品。机构观点中银国际证券本周观点(含个股):考虑到不同子行业所处周期阶段,我们建议优先关注政策催化下受益餐饮消费场景修复的速冻食品、调味品,以及泛餐饮供应链等大众品行业细分领域龙头企业,如安井食品、...
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