中国必选消费品11月需求报告:所有品类增速均放缓

海通国际
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(以下内容从海通国际《中国必选消费品11月需求报告:所有品类增速均放缓》研报附件原文摘录)据海通国际预测,25年11月重点跟踪的8个必选消费行业中4个保持正增长,4个负增长。其中,增长的行业包括调味品、速冻食品、软饮料和餐饮;下降的行业包括次高端及以上白酒、大众及以下白酒、乳制品和啤酒。与上月相比,全行业增速均减弱。我们认为主要系宏观经济环境、行业结构性矛盾及季节性因素共同作用所致:白酒整体批价...

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