智通财经APP获悉，中银国际发布研究报告称，目前对2025年中国消费市场持审慎建设性看法，认为消费市场复苏进度将取决于政府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控股(00322)及华润饮料(02460)，餐饮业首选百胜中国(09987)。中银国际认为，中央来年推出的政策取态积极，料转移至一个以供给为中心的思维，预测方便面市场明年起可维持低单位数增幅，产品平均售价与销量将达到平衡，虽然预期包装饮用水价格战不会进一步升级，但相信市场将仍然波动。
啤酒行业方面，该行预测企业营业额将录得低至中单位数增幅，主要受惠于产品平均售价温和上升及销量趋向稳定。至于餐饮市场，考虑到连锁餐饮巨头业务模式具有更大灵活性，业务表现会较强韧，快餐店品牌预料会积极开设新店，以提高渗透率，但每单交易金额偏软或压抑同店销售增长。
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