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华泰证券:消费复苏之下,大众品板块三大主线值得关注
news flash·2025-05-27 23:40

Core Viewpoint - The report from Huatai Securities highlights the optimistic outlook for the food and beverage industry amid the economic shift towards consumption, emphasizing that consumption recovery will be a key investment theme throughout the year [1] Summary by Categories Investment Themes - The report suggests three main investment lines within the consumer goods sector: 1. Focus on the value reassessment of large-cap leading companies [1] 2. Attention to "new consumption" leaders emerging from category expansion and channel transformation in food and beverage [1] 3. Monitoring companies that benefit from cost reduction and efficiency improvements leading to profit certainty [1]