Report center

中泰证券-食品饮料行业2024年度投资策略报告：走向大众化的高品质消费-231216

◼ 2023 年的消费市场无疑是分化进一步凸显的。既有大量的消费降级的担忧者，又有不少明星演唱会、核心景区一票难求的现象；白酒中既有像茅台这样的价稳量增、持续高增的势头，又有部分酱酒量价双杀的情况；啤酒中不乏燕京 U8 的高歌猛进、青岛及百威啤酒吨价提升的加速，又有重庆啤酒乌苏、1664 增速掉头的现状；饮料中既有农夫山泉茶饮料（东方树叶、茶π）、东鹏等高速发展，又有不少饮料产品的沉沦；板块性的同

No subject companies

Publishers

中泰证券 View content →

Suggested next hops

Ranked by edge type and evidence strength (max 5). Prefer these over scrolling the full lists.

1中泰证券Published by or linked to this institution1

Ask about this report neighborhood Read full report →

No related industries

No related reports

← Back to knowledge graph