开源证券：啤酒、饮料复苏趋势确立有望受益于高温天气和出行修复

智通财经2023-05-25

智通财经APP获悉，开源证券发布研究报告称，看好啤酒行业的复苏以及高端化进程，厄尔尼诺可能成为啤酒销量的重要催化因素。4月以来，低基数叠加餐饮场景修复下需求提升，啤酒产量同比增21.1%。该行认为全年餐饮场景修复、需求复苏，啤酒仍有望保持较高景气度。积极关注2023Q2旺季餐饮恢复下补偿性消费和渠道补库存带来的价量提升。啤酒行业需求仍处于高景气度，叠加餐饮复苏和场景修复，啤酒呈现量价齐升趋势，饮料...

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开源证券：啤酒、饮料复苏趋势确立 有望受益于高温天气和出行修复

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开源证券：啤酒、饮料复苏趋势确立有望受益于高温天气和出行修复