高盛：内地必需品春节需求超预期关注成本波动偏好调味品预制菜板块如海天(03288)安井(02648)等_老虎社区_美港股上老虎

高盛：内地必需品春节需求超预期关注成本波动偏好调味品预制菜板块如海天(03288)安井(02648)等

智通财经03-12

智通财经APP获悉，高盛发布研报称，受惠春节假期较迟，内地必需消费品行业今年1月份出货数据强劲，春节需求超预期；并对2月份的出货量、销售数据更具韧性，甚至胜预期感到鼓舞。迈向今年第二季度，高盛预计3月份出货将放缓，预计春节后渠道库存水平依然健康；高端白酒批发价旺季后如期回落，但仍具韧性；零食及饮料业推新品；头部价值零售品牌(如鸣鸣很忙(01768) 、万辰集团(300972.SZ) )持续渗透市场...

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