2026年食品饮料行业投资策略报告:破晓启航

华福证券
Jan 15

在经历漫长的调整周期后,食品饮料板块的复苏信号正逐步显现:核心CPI 等信号显示宏观层面在企稳回暖;作为消费晴雨表的餐饮行业日常经营流量也在回弹;白酒这个核心板块在深度调整后亦显露出周期企稳的迹象。与此同时,板块内部的结构性力量表现愈加突出:企业在场景、业态和产品端的持续挖掘迭代贡献了很多成长机会;情绪消费则开创了蓝海潜力市场。由此看,2026 年我们建议从三个方向把握投资机会。把握复苏节奏,将是...

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