《大行》里昂:8月饮料需求未见改善 啤酒行业短期内缺乏催化剂

阿斯达克财经
Yesterday

里昂发表里研报指,中国8月份饮料需求按月大致持平,期内农夫山泉(09633.HK) 表现继续跑赢同业,樽装水销售按年增长约2%,增速有所放缓,茶饮在无糖茶产品强劲势头支持下维持15%至20%增长;而康师傅(00322.HK) 饮料销售大致持平,即食面出货录得中单位数增长;统一(00220.HK) 饮料业务持续下跌,即食面销售则录得中单位数增长。经营成本方面,主要原料PET价格今年8月按年升...

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