兴业证券：食品饮料板块中报延续分化节奏白酒淡季分化加大高端、地产龙头明显更优

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智通财经APP获悉，兴业证券发布研报称，白酒淡季分化加大，高端、地产龙头明显更优。上半年白酒行业经历“先热后冷”的过程，春节期间白酒需求旺盛，随后整体动销放缓，五一、端午受去年同期宴席场景高基数影响，环比有所降速。分价格带来看，高端酒季度间增速保持平稳，而次高端、地产酒季度间降速明显。啤酒销量承压、但毛销差表现强劲，确定性仍高。上半年啤酒收入小幅下滑，但中档韧性升级、成本红利显现，利润实现稳健增长...

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兴业证券：食品饮料板块中报延续分化节奏 白酒淡季分化加大 高端、地产龙头明显更优

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兴业证券：食品饮料板块中报延续分化节奏白酒淡季分化加大高端、地产龙头明显更优