No Data
Huachuang Securities: Cherish the certainty configuration window of food and beverage leaders, select high-elasticity varieties for reversal of predicament.
csi sws food & beverage index: established at the bottom, clear upward trend, unloading burden in 2024, gearing up in 2025.
Debon Securities: The implementation of debt reduction policies is bullish on the upward trend of the food and beverage sector.
With the Spring Festival stock-up peak season approaching, I am bullish on the resilience of leading companies' growth. After experiencing a slow sales season in Q2, the demand for leisure snacks in Q3 terminal market is gradually recovering.
zheshang: In 24Q3, offline retail sales of Zhejiang Merchants Securities decreased year-on-year but improved month-on-month, while the dining channel is still being repaired.
In the third quarter of 2024, the revenue growth rate for consumer goods achieved 0.17%, a decline of 5.40 percentage points. Looking at the sectors, the performance in the third quarter of 2024 was relatively good in the leisure snack sector and condiment sector.
CICC: Consumer is expected to benefit from multiple perspectives in 2025.
Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.
Express News | 98 stocks received buy ratings from institutions, with kweichow moutai garnering the highest attention.
Guosheng Securities: Fiscal policy adds strength, csi sws food & beverage index continues to advance.
On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used to convert debt over the next three years, the most aggressive debt reduction measure in recent years. At the same time, next year will continue to implement a more powerful fiscal policy, demonstrating the government's unwavering determination to boost the economy.
No Data
No Data