国投证券:食品饮料行业迎来基本面与估值双重复苏机遇

智通财经
Nov 26, 2025

智通财经APP获悉,国投证券发布研报称,25年下半年以来,国家着重强调消费在经济增长中的重要地位,26年消费基本面有望筑底企稳,食品饮料行业正迎来重要的布局时点。具体来看,酒企报表大幅度出清,供需矛盾缓解,股价有望领先基本面修复;乳制品行业迎来原奶周期反转关键窗口;软饮料领域功能饮料与包装水格局变化带来新机遇;零食板块则延续渠道与品类双轮驱动。行业在政策支持与基本面筑底背景下,2026年有望实现...

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