【机构：中国食品饮料板块前景看好】大和分析师在一份研究报告中表示，中国食品饮料板块前景看好。他们表示，随着资金在”7月份‘AI交易’溃败之际转向防御性价值投资“，投资者的兴趣高涨。大和表示，零食零售商鸣鸣很忙和Wanchen在上半年都有不错的开店步伐。这些公司的业绩也受到规模效益等因素的支撑。大和将该板块评级从中性上调至看好。鉴于它们在行业中的长期渗透潜力和强大的管理执行力，该投资银行青睐鸣鸣很忙、Wanchen和中国茶饮连锁店古茗。
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