中国必选消费品6月成本报告：大豆价格年初以来涨超10%

研究报告 Research Report 30 Jun 2025 中国必需消费 China (Overseas) Staples 中国必选消费品 6 月成本报告：大豆价格年初以来涨超 10% June CGCI: Soybean Price Has Risen by More Than 10% YTD [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 7.90 | n.a. | n.a. | | 海底捞 | Outperform 23.00 | 15 | 14 | | 华润啤酒 | Outperform 35.60 | n.a. | n.a. | | 康师傅 | Outperform 17.74 | 15 | 14 | | 中国飞鹤 | Outperform 7.00 | 12 | 11 | | 颐海国际 | Outperform 18. ...