高盛发表研究报告指,受惠春节假期较迟,内地必需消费品行业今年1月份出货数据强劲,春节需求超预期;并对2月份的出货量、销售数据更具韧性,甚至胜预期感到鼓舞。 迈向今年第二季度,高盛预计3月份出货将放缓,惟料春节后渠道库存水平依然健康;高端白酒批发价旺季后如期回落,但仍具韧性;零食及饮料业推新品;头部价值零售品牌(如鸣鸣很忙(01768.HK) 、万辰集团(300972.SZ) )持续渗透市场。但成本...
Source Link高盛发表研究报告指,受惠春节假期较迟,内地必需消费品行业今年1月份出货数据强劲,春节需求超预期;并对2月份的出货量、销售数据更具韧性,甚至胜预期感到鼓舞。 迈向今年第二季度,高盛预计3月份出货将放缓,惟料春节后渠道库存水平依然健康;高端白酒批发价旺季后如期回落,但仍具韧性;零食及饮料业推新品;头部价值零售品牌(如鸣鸣很忙(01768.HK) 、万辰集团(300972.SZ) )持续渗透市场。但成本...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.