在经济结构转型的大背景下,部分传统消费行业面临短期阵痛。2026 年,市场对内需提振政策预期增强,低基数下,板块估值及业绩有望迎来修复,逐渐走出困境,演绎出下行、触底、恢复的节奏。当前,食品饮料板块景气偏弱,但行业自身呈现出几点变化,其中不乏结构性投资机会。2026 年把握两条投资主线,一是寻找结构性投资机会,围绕新渠道、新品类、新趋势寻找增量机会。二是重视红利资产,在总量下行的环境下,龙头企业...
Source Link在经济结构转型的大背景下,部分传统消费行业面临短期阵痛。2026 年,市场对内需提振政策预期增强,低基数下,板块估值及业绩有望迎来修复,逐渐走出困境,演绎出下行、触底、恢复的节奏。当前,食品饮料板块景气偏弱,但行业自身呈现出几点变化,其中不乏结构性投资机会。2026 年把握两条投资主线,一是寻找结构性投资机会,围绕新渠道、新品类、新趋势寻找增量机会。二是重视红利资产,在总量下行的环境下,龙头企业...
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