【招商食品|最新】食品饮料行业周报暨春季策略会反馈:首推餐饮链改善,白酒重回底部买点

招商证券食品饮料
Mar 09

证券研究报告|行业定期报告2026年3月9日签约客户可长按扫码阅读报告:本周《政府工作报告》指出,26年将深入实施提振消费专项行动,商务部也表示将出台商品消费扩容升级等更多增量政策,消费板块有望迎来投资机会。首推顺周期餐饮链改善(调味品、啤酒)。大众品板块,继续首推餐饮链改善(调味品、啤酒、乳制品等);白酒板块,节后飞天茅台批价阶段性跌破1600元、主因国资平台放量及节后到货冲击市场情绪,但实际...

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