核心观点本周贵州茅台披露2026 年市场化运营方案，对产品体系、运营模式、渠道布局和价格机制进行全方位的改革。鸣鸣很忙通过港股聆讯，新店型推动细分领域复苏。伊利参与优然配售后持股比例由33.93%增加至36.07%，彰显行业底部信心。白酒方面，推荐珍酒李渡、古井贡酒、迎驾贡酒。大众品方面，把握餐饮链复苏预期（关注新店型、商超定制）、健康化功能化高景气增长、成本周期优化等三大主线，推荐锅圈、安琪酵母...
Source Link核心观点本周贵州茅台披露2026 年市场化运营方案，对产品体系、运营模式、渠道布局和价格机制进行全方位的改革。鸣鸣很忙通过港股聆讯，新店型推动细分领域复苏。伊利参与优然配售后持股比例由33.93%增加至36.07%，彰显行业底部信心。白酒方面，推荐珍酒李渡、古井贡酒、迎驾贡酒。大众品方面，把握餐饮链复苏预期（关注新店型、商超定制）、健康化功能化高景气增长、成本周期优化等三大主线，推荐锅圈、安琪酵母...
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