食品饮料行业点评报告:供需关系有望改善,看好价格修复相关机会

中国银河
Feb 10

(以下内容从中国银河《食品饮料行业点评报告:供需关系有望改善,看好价格修复相关机会》研报附件原文摘录)核心观点PPI传导叠加消费复苏共振,CPI修复趋势有望延续。2025年10月CPI首次增速转正,并在此后呈现逐月改善趋势,11月/12月CPI同比+0.7%/+0.8%,其中食品CPI同比+0.2%/+1.1%;具体拆分来看,鲜菜/鲜果价格涨幅持续扩大,11月/12月鲜菜CPI分别同比+14.5%...

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