中金:白酒報表有望出清改善,明年上半年或迎拐點
5個月前
近jin日ri,中zhong金jin公gong司si研yan報bao認ren為wei,年nian初chu至zhi今jin食shi飲yin行xing業ye進jin入ru新xin常chang態tai,整zheng體ti消xiao費fei環huan境jing仍reng顯xian疲pi弱ruo,行xing業ye追zhui求qiu高gao質zhi價jia比bi,功gong能neng性xing,健jian康kang性xing及ji情qing緒xu消xiao費fei的de趨qu勢shi延yan續xu。多duo數shu龍long頭tou企qi業ye聚ju焦jiao穩wen健jian經jing營ying和he高gao質zhi量liang發fa展zhan,提ti升sheng股gu東dong回hui報bao,經jing營ying質zhi量liang均jun有you所suo改gai善shan。年nian初chu至zhi今jin白bai酒jiu行xing業ye需xu求qiu延yan續xu弱ruo景jing氣qi,疊die加jia新xin條tiao例li出chu台tai,白bai酒jiu供gong需xu兩liang端duan經jing曆li大da幅fu調tiao整zheng,大da眾zhong食shi品pin表biao現xian分fen化hua,飲yin品pin、休閑零食呈現較好景氣度。研報預計2026年白酒報表有望出清改善,上行拐點逐步清晰。(來源:36氪)原文鏈接