食品饮料行业周报:茅台韧性凸显,建议长期配置布局

开源证券
Nov 30, 2025

(以下内容从开源证券《食品饮料行业周报:茅台韧性凸显,建议长期配置布局》研报附件原文摘录)核心观点:行业下行期茅台积极求变,抗周期能力适配长期投资11月24日-11月28日,食品饮料指数涨幅为0.1%,一级子行业排名第25,跑输沪深300约1.6pct,子行业中预加工食品(+5.6%)、零食(+2.9%)、烘焙食品(+2.7%)表现相对领先。当前白酒行业处于深度调整期,酒企普遍面临渠道库存高企、...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10