2026年春节假期食品饮料行业动态点评：白酒表现分化餐饮等场景提振大众品需求

东莞证券02-23

事件：2026 年2 月15 日至2026 年2 月23 日，我国迎来了2026 年春节小长假。点评：2026年9天春节假期，激发消费活力。2026年我国春节小长假长达9天，在部分地区积极推出消费券等促消费政策催化下，春节期间居民旅游、探亲等出行热情高涨，激发消费活力。据商务部商务大数据监测，春节假期前4天，全国重点零售和餐饮企业日均销售额较2025年假期前四天增长8.6%，实现稳健开局。白酒板块...

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EQUITY \"A\" ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU1102505762.USD":"富达新兴市场焦点 A","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H"},"translate_title":"Comments on food and beverage industry trends during the Spring Festival holiday in 2026: Liquor performance differentiates, catering and other scenarios boost demand for popular products","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600519":1.86,"600809":1.81,"600887":1.81,"603288":1.81,"03288":1.81,"METmain":0.6,"000858":1.84,"002847":1.81,"03690":0.9,"HMTD.SI":0.6},"content_text":"事件：2026 年2 月15 日至2026 年2 月23 日，我国迎来了2026 年春节小长假。点评：2026年9天春节假期，激发消费活力。2026年我国春节小长假长达9天，在部分地区积极推出消费券等促消费政策催化下，春节期间居民旅游、探亲等出行热情高涨，激发消费活力。据商务部商务大数据监测，春节假期前4天，全国重点零售和餐饮企业日均销售额较2025年假期前四天增长8.6%，实现稳健开局。白酒板块：内部表现延续分化。根据微酒数据，今年春节白酒市场表现分化明显。分价格带来看，高端白酒中的茅台和五粮液动销表现相对较好，泸州老窖以控货挺价为主。其中，飞天受益于渠道优化改革，叠加春节旺季催化，动销良性增长。区域强势品牌在家宴需求、走亲访友等因素催化下，300元以下的产品成为结构性增长的核心价位。相比之下，次高端白酒在商务宴席尚未恢复的背景下延续承压态势。大众品板块：礼赠、餐饮等消费场景带动大众品需求增长。从品类分布来看，根据《2026中国春节食品消费趋势报告》，传统节日食品（饺子、坚果、糖果等）是消费的主要品类，占食品消费的58.2%；预制菜、健康食品、区域特色食品、创新休闲食品增速较快，成为食品消费增长的重要驱动力。叮咚买菜官方数据显示，2026年年夜饭预制菜销量同比增长180%。此外，美团数据显示，全国春节期间年夜饭预订订单同比增长105%。春节礼赠、餐饮等消费场景增加，一定程度上提振了调味品、啤酒、预制菜等与餐饮供应链相关的产品以及零食等需求。投资策略：对于白酒板块来说，白酒动销目前仍面临一定压力，内部表现延续分化。春节后逐步进入白酒消费淡季，后续重点关注动销、批价等指标。建议关注确定性高以及动销表现良好的标的，如贵州茅台（600519）、五粮液（000858）、山西汾酒（600809）等。对于大众品板块来说，与餐饮供应链相关、存在边际改善预期、高性价比的板块可重点关注。标的方面，可重点关注海天味业（603288）、伊利股份（600887）、盐津铺子（002847）等。风险提示：原材料价格波动、产品提价不及预期、渠道开展不及预期、行业竞争加剧、食品安全风险、宏观经济波动风险等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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2026年春节假期食品饮料行业动态点评：白酒表现分化 餐饮等场景提振大众品需求

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2026年春节假期食品饮料行业动态点评：白酒表现分化餐饮等场景提振大众品需求