【国泰海通食饮】周报第41期:大众品成长为先,茅台释放稳健信号

猛哥看商业
Nov 30, 2025

核心观点导读:成长优先,并重视低估值及长期成长确定性较强的传统消费龙头价值修复。速冻板块竞争趋缓,安井食品新产品、新渠道贡献明显增量。核心观点:白酒:茅台股东大会释放稳健信号。本周茅台召开临时股东大会,董事长陈华出席交流,提到公司不会“唯指标论”、不会违背市场规律强压指标、更不会损害投资者/渠道商/消费者的权益,公司将遵循“积极、科学、理性”原则制定十五五规划,以应对当前白酒行业的持续调整。本次...

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