智通财经APP获悉，食品股集体回暖，截至发稿，统一企业中国(00220)涨5.73%，报8.31港元；康师傅控股(00322)涨3.18%，报12.33港元；中粮家佳康(01610)涨2.56%，报1.2港元；维他奶国际(00345)涨2.15%，报6.18港元。
消息面上，自2025年三季度以来，国际奢侈品品牌在大中华区的业绩已开始回升，国内高端商场经营数据趋于平稳，部分高端商业地产也呈现结构性回暖。中信建投证券杨骥分析认为，高端消费者在财富增加后，其消费复苏节奏往往先于其他群体，这种率先复苏为整体消费板块提供了积极的前瞻信号。
国海证券指出，后续若机构配置风格切换，叠加消费复苏，食饮板块有望迎来估值修复与业绩兑现的双重行情。企业层面，头部名优酒企积极开展市值管理工作提振股东信心，大众品优质龙头现金分红亦为板块强力托底，食饮龙头中长期配置价值显现。
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