康师傅等股：中银国际对消费市场预测

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【12 月 16 日，中银国际发表研究称】中银国际目前对 2025 年中国消费市场持审慎建设性看法，消费市道复苏进度取决于支持性政策的传导及成效，预计明年以需求为主题的投资者风险偏好上升，推动行业价值重估。该行指出，市场竞争激烈，选择股份倾向业务具盈利增长可见性的企业，食品饮料行业首选康师傅及华润饮料，餐饮业首选百胜中国。中银国际认为，中央来年政策取态积极，将转向以供给为中心的思维，预测方便面市场...

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