智通财经APP获悉，食品饮料股午后走高，截至发稿，统一企业中国(00220)涨4.01%，报9.08港元；周黑鸭(01458)涨3.92%，报2.12港元；华润饮料(02460)涨1.87%，报14.18港元；农夫山泉(09633)涨1.52%，报33.3港元。
方正证券指出，25年年初以来，随着更加积极的财政政策和适度宽松的货币政策逐步落地，存量政策和增量政策的协同效应不断增强，若高关税对中国对美出口产生下行压力，则扩大内需各项政策有望持续加码落地，推动国内整体经济稳中向好。促内需引增长，关注食品饮料赛道下提振内需机会。
国泰海通证券指出，软饮料受益于其高频、低价属性，销量增速引领食品饮料整体，包装水、能量饮料、运动饮料及无糖茶成长性延续；品类红利驱动下，龙头企业东鹏饮料、华润饮料、农夫山泉具备业绩韧性，考虑到市场风险偏好回落且更偏重内需，软饮料板块有望展现超额收益。休闲食品高基数已过。我们认为2025Q2及后续休闲食品面临基数压力逐步缓解，具备品类和渠道红利的公司有望展现业绩优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.