行业近况春节将至,我们前往多地开展渠道调研,了解食品备货情况。评论餐饮供应链及调味品、乳制品、零食等企业春节备货需求较为旺盛,我们预计基数效应下1Q26 食品板块有望呈现较好弹性。速冻食品:旺季餐饮需求改善,经销商备货积极性高。4Q25 以来受益于旺季火锅烧烤业态需求好转,速冻火锅料动销同比改善。我们预计安井食品4Q25 主业收入同比双位数增长,2026年1 月同比增速更高。速冻面点同比仍承压但...
Source Link行业近况春节将至,我们前往多地开展渠道调研,了解食品备货情况。评论餐饮供应链及调味品、乳制品、零食等企业春节备货需求较为旺盛,我们预计基数效应下1Q26 食品板块有望呈现较好弹性。速冻食品:旺季餐饮需求改善,经销商备货积极性高。4Q25 以来受益于旺季火锅烧烤业态需求好转,速冻火锅料动销同比改善。我们预计安井食品4Q25 主业收入同比双位数增长,2026年1 月同比增速更高。速冻面点同比仍承压但...
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