《大行》中银国际:食品饮料行业首选康师傅(00322.HK)及华润饮料(02460.HK) 餐饮业首选百胜中国(09987.HK)

阿斯达克财经
Dec 16, 2024

中银国际发表研究指,目前对2025年中国消费市场持审慎建设性看法,认为消费市道复苏进度将取决于当局出台的支持性政策方案如何传导及成效有多少,预测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。该行又指,市场竞争趋向激烈,因此选择股份时会倾向看好业务具盈利增长可见性的企业,食品饮料行业首选康师傅(00322.HK) 及华润饮料(02460.HK) ,餐饮业首选百胜中国(09987.HK) 。...

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