食品饮料行业研究周报:节后需求稳健格局优化 健康功能饮品长期向好

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Mar 01

核心观点:春节动销回暖结构分化,看好健康化饮品赛道龙头2 月23 日-2 月27 日,食品饮料指数跌幅为1.5%,一级子行业排名第26,跑输沪深300 约2.6pct,子行业中预加工食品(+6.7%)、啤酒(+2.6%)、保健品(+1.2%)表现相对领先。2026 年春节食品饮料行业动销呈回暖态势,白酒板块在春节期间呈现分化特征,头部集中趋势愈发明显,高端白酒需求坚挺,茅台、五粮液动销同比增长,...

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