食品饮料行业：业绩窗口期持续推荐高景气板块

平安证券2025-08-11

行情回顾：本周食品饮料行业累计涨跌幅0.75%。CS食品（CI005823）和CS饮料（CI005822）标的中，涨幅前三的个股为：西麦食品（+10.32%）、金字火腿（+9.38%）、紫燕食品（+7.56%）；跌幅后五的个股为熊猫乳品（-3.17%）、金达威（-3.18%）、贝因美（-5.63%）、科拓生物（-5.88%）、阳光乳业（-13.54%）。投资建议：当前已进入半年报披露期，各细分赛道...

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食品饮料行业：业绩窗口期 持续推荐高景气板块

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食品饮料行业：业绩窗口期持续推荐高景气板块