Di Yi Cai Jing·2026-02-11 23:56Group 1 - The core viewpoint of the report is that the food and beverage sector is expected to stabilize and improve in 2023, driven by the timing of the Spring Festival and accelerated sales performance in January [1] - The report suggests that investors should consider accumulating quality leading companies in the food and beverage sector during dips [1] - There is optimism regarding the recovery of dining scenarios due to policies promoting service consumption by 2026, with some leading companies slightly raising prices, indicating improved market conditions and reduced competition [1] Group 2 - Current inventory levels for food supply and seasoning companies are healthy, with proactive stocking and strong channel confidence, contributing to a successful start in January [1] - The report continues to recommend leading companies in the dining supply chain and seasoning sectors, particularly those with strong dividend yields and positive operational trends [1] - Attention is also drawn to flexible investment targets within the sector [1]