中国消费品5月需求报告：增速改善行业依然居多

研究报告 ResearchReport 3 Jun 2025 中国必需消费 China (A-share) Staples 中国消费品 5 月需求报告：增速改善行业依然居多 The Industries with Improved Growth Rates are Still the Majority [Table_yemei1] Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | 股票名称 | 评级 | 股票名称 | 评级 | | 贵州茅台 | | Outperform 古井贡酒 | Neutral | | 五粮液 | Outperform 今世缘 | | Outperform | | 海天味业 | | Outperform 燕京啤酒 | Outperform | | 山西汾酒 | | Outperform 安琪酵母 | Outperform | | 伊利股份 | | Outperform 迎驾贡酒 | Outperform | | 泸州老窖 | | Outperform 重庆啤酒 | Outperform | | 东鹏饮料 ...