中金：料中资食品饮料行业下半年有望温和复苏 H股偏好蒙牛乳业(02319)等

智通财经06-27

智通财经APP获悉，中金发布研究报告称，下半年看好三条投资主题，包括高增长赛道龙头、高股息以及现金储备充沛有潜在提升派息能力的个股、低估值且有望迎来边际改善标的。该行维持食品饮料个股的盈利预测与估值，H股偏好统一企业中国(00220)、康师傅控股(00322)、万洲国际(00288)、珍酒李渡(06979)、华润啤酒(00291)、蒙牛乳业(02319)、颐海国际(01579)。中金指出，上半年...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2446816302?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-27 15:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2446816302","market":"sh","top_or_hot":-1,"title":"中金：料中资食品饮料行业下半年有望温和复苏 H股偏好蒙牛乳业(02319)等","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中金发布研究报告称，下半年看好三条投资主题，包括高增长赛道龙头、高股息以及现金储备充沛有潜在提升派息能力的个股、低估值且有望迎来边际改善标的。该行维持食品饮料个股的盈利预测与估值，H股偏好统一企业中国(00220)、康师傅控股(00322)、万洲国际(00288)、珍酒李渡(06979)、华润啤酒(00291)、蒙牛乳业(02319)、颐海国际(01579)。中金指出，上半年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141467.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金：料中资食品饮料行业下半年有望温和复苏 H股偏好蒙牛乳业(02319)等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金：料中资食品饮料行业下半年有望温和复苏 H股偏好蒙牛乳业(02319)等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1141467.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，下半年看好三条投资主题，包括高增长赛道龙头、高股息以及现金储备充沛有潜在提升派息能力的个股、低估值且有望迎来边际改善标的。该行维持食品饮料个股的盈利预测与估值，H股偏好统一企业中国(00220)、康师傅控股(00322)、万洲国际(00288)、珍酒李渡(06979)、华润啤酒(00291)、蒙牛乳业(02319)、颐海国际(01579)。中金指出，上半年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141467.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0228659784.USD","symbol_name":"施罗德金砖四国基金","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1141467.html","article_id":"2446816302","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2446816302","pubTimestamp":1719473478,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中金发布研究报告称，下半年看好三条投资主题，包括高增长赛道龙头、高股息以及现金储备充沛有潜在提升派息能力的个股、低估值且有望迎来边际改善标的。中金指出，上半年食品饮料行业弱复苏，出行旺盛但餐饮链复苏慢于预期，啤酒、速冻、B端调味品恢复较弱;白酒板块春节略超预期，主因返乡人口较多及节日效应，第二季进入淡季后消费较为平淡。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80291":"华润啤酒-R","159843":"食品饮料","LU0228659784.USD":"施罗德金砖四国基金","BK1589":"北水核心资产","IE0008368742.USD":"首域中国增长基金I Acc","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","BK1237":"包装食品与肉类","LU1720050803.USD":"安联全方位中国股票基金","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","02319":"蒙牛乳业","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1604":"节假日概念","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","000807.SH":"食品饮料","00322":"康师傅控股","LU0823426308.USD":"法巴中国股票基金","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1603":"猪肉概念","01579":"颐海国际","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","00288":"万洲国际","BK1570":"华润系","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","00291":"华润啤酒","BK1543":"农业股票概念","BK1521":"挪威政府全球养老基金持仓","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK1578":"个体经济","LU0173614495.USD":"富达中国焦点A","CRHKY":"华润啤酒ADR","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0385154629.USD":"贝莱德营养科学基金A2","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1"},"translate_title":"CICC: It is expected that the Chinese food and beverage industry is expected to recover moderately in the second half of the year, H shares prefer Mengniu Dairy (02319), etc.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80291":0.6,"159843":1,"02319":1,"000807.SH":1,"00288":0.9,"00291":0.9,"00322":0.9,"01579":0.9,"CRHKY":0.6},"content_text":"智通财经APP获悉，中金发布研究报告称，下半年看好三条投资主题，包括高增长赛道龙头、高股息以及现金储备充沛有潜在提升派息能力的个股、低估值且有望迎来边际改善标的。该行维持食品饮料个股的盈利预测与估值，H股偏好统一企业中国(00220)、康师傅控股(00322)、万洲国际(00288)、珍酒李渡(06979)、华润啤酒(00291)、蒙牛乳业(02319)、颐海国际(01579)。中金指出，上半年食品饮料行业弱复苏，出行旺盛但餐饮链复苏慢于预期，啤酒、速冻、B端调味品恢复较弱;白酒板块春节略超预期，主因返乡人口较多及节日效应，第二季进入淡季后消费较为平淡。目前市场对板块预期低位，该行认为，龙头公司估值回落，板块具有长期配置价值。展望下半年，该行认为，食品饮料行业在宏观政策和消费刺激政策持续推出的背景下，有望实现温和复苏，力度与居民收入预期、CPI走势等密切相关。白酒板块在加速集中分化背景下，龙头酒企将加速收割行业份额，龙头公司全年业绩目标达成概率较高;大众品板块中受益于成本下行、效率提升，利润率有望实现稳中提升。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446816302"}