東興證券:食品飲料的需求將回暖
1年前
據報道,東興證券研報指出,隨著擴內需、wentouzidengyixiliezhengcedeluodi,xiaofeihuizhujianqiwenbinghuifu,shipinyinliaodexuqiuyejianghuinuan。tebieshicanyinxiaofeihuigensuizhejingjidefusuerfusu,yuqicanyinshangxiayoudexiaofeijiangyousuohaozhuan,baijiu、調味品、啤酒等行業整體需求處於逐步恢複中。特別是調味品行業,推測中秋後行業整體在去庫存中,隨著元旦、春chun節jie旺wang季ji消xiao費fei的de到dao來lai,旺wang季ji備bei貨huo期qi有you望wang開kai啟qi,預yu期qi四si季ji度du主zhu流liu調tiao味wei品pin企qi業ye實shi現xian穩wen健jian增zeng長chang可ke期qi。當dang前qian行xing業ye整zheng體ti估gu值zhi低di於yu曆li史shi平ping均jun估gu值zhi,存cun在zai修xiu複fu空kong間jian。繼ji續xu關guan注zhu食shi品pin飲yin料liao行xing業ye順shun周zhou期qi板ban塊kuai白bai酒jiu、休閑食品和調味品。(來源:36氪)原文鏈接