金吾财讯 | 中信证券研究指，据国家气候中心，预计2026年夏秋季将形成一次中等及以上强度的厄尔尼诺事件，全国大部地区气温偏高、南方降水偏多。结合历史经验，高温天气对饮料销售有明显提振作用，降水或短期干扰销售节奏，但影响程度通常弱于气温。考虑2025H2行业基数相对较低，2026年旺季饮料企业销售表现值得期待。该机构预计，包装水、无糖茶、碳酸饮料最为受益，能量饮料、运动饮料及有糖茶亦有望受益。
金吾财讯 | 中信证券研究指，据国家气候中心，预计2026年夏秋季将形成一次中等及以上强度的厄尔尼诺事件，全国大部地区气温偏高、南方降水偏多。结合历史经验，高温天气对饮料销售有明显提振作用，降水或短期干扰销售节奏，但影响程度通常弱于气温。考虑2025H2行业基数相对较低，2026年旺季饮料企业销售表现值得期待。该机构预计，包装水、无糖茶、碳酸饮料最为受益，能量饮料、运动饮料及有糖茶亦有望受益。
Disclaimer: 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.