财通证券：食饮板块预期基本处于底部关注顺周期和强增量两条主线

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智通财经APP获悉，财通证券发布研报称，从三季报的总结来看，认为食品饮料板块的预期基本处于底部，基本面也在三季度加速释压。随着十五五对消费定位的进一步提升，结合当前的筹码结构，该行认为消费板块赔率显现，胜率有望随后续政策和基本面改善逐步提升。大单品仍是重要的增量。关注两条投资主线：1)顺周期方向首选餐饮链，关注白酒。2)强增量方向重点看大健康和开店逻辑。财通证券主要观点如下：白酒行业的拐点何时能够...

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财通证券：食饮板块预期基本处于底部 关注顺周期和强增量两条主线

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财通证券：食饮板块预期基本处于底部关注顺周期和强增量两条主线