11 月9 日，国家统计局公布10 月物价数据，CPI 同比上涨0.2%，环比上涨0.2%，PPI 同比下降2.1%，降幅比上月收窄0.2 个百分点，其中PPI 环比为年内首次上涨。食品饮料行业收入与PPI 有较强的相关性，同时食品饮料行业利润会随着PPI 的改善而改善，我们认为10 月份物价的整体回暖对食品饮料行业整体资产定价有积极的意义。受国内部分行业供需关系改善、国际大宗商品价格传导等因素...
Source Link11 月9 日，国家统计局公布10 月物价数据，CPI 同比上涨0.2%，环比上涨0.2%，PPI 同比下降2.1%，降幅比上月收窄0.2 个百分点，其中PPI 环比为年内首次上涨。食品饮料行业收入与PPI 有较强的相关性，同时食品饮料行业利润会随着PPI 的改善而改善，我们认为10 月份物价的整体回暖对食品饮料行业整体资产定价有积极的意义。受国内部分行业供需关系改善、国际大宗商品价格传导等因素...
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