《大行》招银国际:明年消费情绪主导内需修复与高质量增长 维持润啤(00291.HK)“买入”评级

阿斯达克财经
Dec 12, 2024

招银国际发表报告指,今年各类消费趋势在新周期下进一步显现。零售业态呈现出金字塔结构高端化放缓、企业内部深度调整及经营杠杆降低等多重考验。然而,厂商端的激烈竞争反而加速了新兴消费趋势的显现,推动市场格局快速调整,优胜劣汰进程加快,帮助行业更精准地捕捉消费者实际需求并走出低谷。大量企业在年内坚定推进改革,以更适应新的高质量发展阶段。该行指,明年情绪价值类消费将继续引领市场。食品饮料行业中,高品质、好...

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