食品饮料行业跟踪周报:大众品迎春季躁动,茅台动销两旺先触底

东吴证券
Jan 27

(以下内容从东吴证券《食品饮料行业跟踪周报:大众品迎春季躁动,茅台动销两旺先触底》研报附件原文摘录)投资要点春季躁动,推荐Q1利好板块:零食、餐饮及餐饮供应链、头部保健品、部分旺季饮料等。2026元旦以来市场表现较强,资金活跃,我们认为春季躁动消费不会缺席,尤其2026春节在2月17日较去年存在明显延后,且假期更长,Q1更受益充分备货和动销,相较部分板块如餐供、调味品、乳制品等2025Q1承压探底...

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