食品饮料行业周报:旺季预期积极,关注春节备货行情

东海证券
Feb 03

(以下内容从东海证券《食品饮料行业周报:旺季预期积极,关注春节备货行情》研报附件原文摘录)投资要点:周观点:关注餐饮板块底部复苏机会。根据马上赢,2025年Q4,食饮各类目整体表现有所好转,速冻食品销售额同比+6.5%,环比改善。分品类来看,火锅丸料、速冻肠和虾滑占比提升销售额同比增长约15%、45%和55%,披萨和速冻调理牛肉销售额同比增速超过35%、25%小酥肉销售额同比增长约20%,增长较快...

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