国投证券：食品饮料行业迎来基本面与估值双重复苏机遇

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智通财经APP获悉，国投证券发布研报称，25年下半年以来，国家着重强调消费在经济增长中的重要地位，26年消费基本面有望筑底企稳，食品饮料行业正迎来重要的布局时点。具体来看，酒企报表大幅度出清，供需矛盾缓解，股价有望领先基本面修复；乳制品行业迎来原奶周期反转关键窗口；软饮料领域功能饮料与包装水格局变化带来新机遇；零食板块则延续渠道与品类双轮驱动。行业在政策支持与基本面筑底背景下，2026年有望实现...

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