证券时报网讯,平安证券研报指出,大众食品二季度需求端呈现弱复苏趋势,成本端原材料稳中有降,细分赛道表现产生分化,增速较快的依然是饮料和零食子行业。出行需求旺盛带动软饮料行业景气度延续;二季度零食处于淡季、整体需求较为平淡,部分龙头有库存调整压力,但行业依然受益于零食专营渠道的增长,头部零食企业或实现10%—20%的业绩增速。下游餐饮企业表现平淡,使得餐饮供应链企业经营承压,龙头企业预计收入利润端均为个位数增长。啤酒方面,天气因素致销量同比增长短期承压,同时成本改善红利持续兑现,头部企业预计实现个位数业绩增长。
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平安证券:食品饮料行业市场回暖 关注底部机会
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