11 月6 日我们在华泰证券2026 年度投资峰会期间、组织了必选消费论坛“创新与韧性:对话必选消费的趋势与未来”,会上进一步分析了保健品、乳制品(含上游原奶与深加工业务)、软饮料、休闲食品、速冻食品、调味品等细分板块的发展趋势,针对当下的消费转型态势展开深入分析。核心亮点:1、中国经济步入高质量发展阶段,消费者追求高质价比、个性化、健康化、更具情绪价值的消费体验。站在当前视角下,我们认为,大部分...
Source Link11 月6 日我们在华泰证券2026 年度投资峰会期间、组织了必选消费论坛“创新与韧性:对话必选消费的趋势与未来”,会上进一步分析了保健品、乳制品(含上游原奶与深加工业务)、软饮料、休闲食品、速冻食品、调味品等细分板块的发展趋势,针对当下的消费转型态势展开深入分析。核心亮点:1、中国经济步入高质量发展阶段,消费者追求高质价比、个性化、健康化、更具情绪价值的消费体验。站在当前视角下,我们认为,大部分...
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