中国消费品3月成本报告：消费品成本指数普降，包材和棕榈油跌幅明显

[Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | | | | | 市盈率 P/E | | 股票名称 | 评级 | 目标价 | PE(2025E) | PE(2026E) | | 百威亚太 | Neutral | 10.10 | 17 | 16 | | 海底捞 | Outperform 17.00 | | 15 | 14 | | 华润啤酒 | Outperform 48.00 | | 14 | 13 | | 康师傅 | Outperform 16.38 | | 17 | 14 | | 中国飞鹤 | Outperform 6.40 | | 15 | 14 | | 颐海国际 | Outperform 18.42 | | 14 | 13 | | 达势股份 | Outperform 79.40 | | 97 | 48 | | 现代牧业 | Outperform 1.00 | | 11 | 8 | | 优然牧业 | Outperform 2.22 | | 10 | 7 | | 九毛 ...