【券商聚焦】海通国际：中国必选消费行业春播正当时关注两条主线

金吾财讯03-04

（原标题：【券商聚焦】海通国际：中国必选消费行业春播正当时关注两条主线）金吾财讯|海通国际发布研报指，中国必选消费行业2月数据呈现结构性改善，5个子行业保持正增长，7个子行业增速环比提升。核心驱动因素包括春节假期效应及居民出行需求释放，餐饮及供应链产品恢复显著。价格方面，高端白酒批价环比回升，液态奶与调味品折扣收窄，但方便食品折扣加大。成本端显示，6类消费品现货成本指数普遍下跌，期货成本指数...

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【券商聚焦】海通国际：中国必选消费行业春播正当时 关注两条主线

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【券商聚焦】海通国际：中国必选消费行业春播正当时关注两条主线