核心观点本周,古井贡酒、习酒、泸州老窖等头部酒企密集释放积极信号,均对白酒行业中长期发展保持看好。商务部决定自2025 年12 月23 日起,对原产于欧盟的进口相关乳制品实施临时反补贴措施。白酒方面,推荐珍酒李渡、古井贡酒、迎驾贡酒、珍酒李渡。大众品方面,把握餐饮链供应链与商超定制边际改善、健康化功能化高景气增长、成本周期优化等三大主线,推荐西麦食品、安琪酵母、安井食品、盐津铺子。展望 1 月,...
Source Link核心观点本周,古井贡酒、习酒、泸州老窖等头部酒企密集释放积极信号,均对白酒行业中长期发展保持看好。商务部决定自2025 年12 月23 日起,对原产于欧盟的进口相关乳制品实施临时反补贴措施。白酒方面,推荐珍酒李渡、古井贡酒、迎驾贡酒、珍酒李渡。大众品方面,把握餐饮链供应链与商超定制边际改善、健康化功能化高景气增长、成本周期优化等三大主线,推荐西麦食品、安琪酵母、安井食品、盐津铺子。展望 1 月,...
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