【券商聚焦】国泰海通：商品消费盈利能力较强，服务消费潜力待释放

金吾财讯01-08

（原标题：【券商聚焦】国泰海通：商品消费盈利能力较强，服务消费潜力待释放）金吾财讯 | 国泰海通发研报指，商品消费盈利能力较强，服务消费潜力待释放。在商品消费领域，中国龙头企业（如高端白酒、饮料等）已展现出强劲的盈利能力，但其增长仍高度依赖内需市场，全球化程度不足导致营收与市值体量较国际龙头仍有差距。服务消费整体处于发展早期，规模与盈利能力较海外龙头较低。从估值维度看，消费板块整体具备较高性价比，...

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