财通证券：食品饮料行业复苏改善在途底部价值凸显

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智通财经APP获悉，财通证券发布研报称，食品饮料行业外部环境不确定增强，风格切换对内需的关注度提升，当前应寻找：1）“基本面底部+高股息+成本不受地缘冲突扰动”品种；2）涨价预期品种；3）业绩趋势强的标的。对于农产品涨价链来说，上游添加剂最直接受益，其次调味品存在潜在提价预期。财通证券主要观点如下：食品饮料：Q1呈现改善趋势，Q2低基数下有望延续整体来看，一季度在春节错期叠加超长假期的背景下，报表...

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财通证券：食品饮料行业复苏改善在途 底部价值凸显

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财通证券：食品饮料行业复苏改善在途底部价值凸显