(原标题:【券商聚焦】海通国际:中国必选消费行业春播正当时 关注两条主线)金吾财讯|海通国际发布研报指,中国必选消费行业2月数据呈现结构性改善,5个子行业保持正增长,7个子行业增速环比提升。核心驱动因素包括春节假期效应及居民出行需求释放,餐饮及供应链产品恢复显著。价格方面,高端白酒批价环比回升,液态奶与调味品折扣收窄,但方便食品折扣加大。 成本端显示,6类消费品现货成本指数普遍下跌,期货成本指数...
Source Link(原标题:【券商聚焦】海通国际:中国必选消费行业春播正当时 关注两条主线)金吾财讯|海通国际发布研报指,中国必选消费行业2月数据呈现结构性改善,5个子行业保持正增长,7个子行业增速环比提升。核心驱动因素包括春节假期效应及居民出行需求释放,餐饮及供应链产品恢复显著。价格方面,高端白酒批价环比回升,液态奶与调味品折扣收窄,但方便食品折扣加大。 成本端显示,6类消费品现货成本指数普遍下跌,期货成本指数...
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