食品饮料周报(25年第48周)：贵州茅台召开全国经销商联谊会全面推进营销市场化转型

国信证券2025-12-29

行情回顾：本周食品饮料（A 股和H 股）累计下跌0.46%，其中A 股食品饮料（申万食品饮料指数）下跌0.57%，跑输沪深300 约2.52pct；H 股食品饮料（恒生港股通食品饮料）上涨1.08%，跑赢恒生消费指数0.58pct。本周食品饮料板块涨幅前五分别为安记食品(29.65%)、日辰股份(9.00%)、西麦食品(8.54%)、水井坊(6.87%)和*ST 西发(6.70%)。品类基本面延续...

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食品饮料周报(25年第48周)：贵州茅台召开全国经销商联谊会 全面推进营销市场化转型

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食品饮料周报(25年第48周)：贵州茅台召开全国经销商联谊会全面推进营销市场化转型