【券商聚焦】海通国际:中国必选消费分化加剧 白酒与大众品折扣走势各异

金吾财讯
Jan 30

(原标题:【券商聚焦】海通国际:中国必选消费分化加剧 白酒与大众品折扣走势各异)金吾财讯|海通国际发布研报指,中国必选消费品行业呈现结构性分化,次高端及以上白酒批价走势差异显著,而大众消费品折扣力度呈现品类差异。1月数据显示,飞天茅台散瓶批价环比下降10元至1580元,五粮液八代普五则上涨10元至830元;洋河M6+、古井贡酒古20等产品价格波动在-10至+5元区间。中长期看,头部酒企批价同比仍...

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