食品饮料行业：半年报季如期收官新老消费可圈可点

华鑫证券2025-09-01

一周新闻速递行业新闻：1）1-6 月白酒行业销售收入3304.2 亿元；2）我国首条清酒全产业链智能化生产线出酒；3）绍兴酒酿造规范团标立项。公司新闻：1）贵州茅台：茅台1935 酒（高端）开启预售；2）今世缘：2 万吨车间将全面投产；3）郎酒：加强合肥市场落地饱和投入。投资观点白酒板块：本周反弹主要系板块轮动所致。从白酒板块二季度业绩表现来看，龙头茅台依旧延全年目标稳健增长，其他酒企二季度均启动...

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食品饮料行业：半年报季如期收官 新老消费可圈可点

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食品饮料行业：半年报季如期收官新老消费可圈可点