中国必选消费7月投资策略：整体继续谨慎，建议精选个股
Haitong Securities International·2025-07-02 13:11
研究报告 Research Report 2 Jul 2025 中国必需消费 China (A-share) Staples 中国必选消费 7 月投资策略：整体继续谨慎，建议精选个股 Overall cautious and attention on selective picks [Table_yemei1] 观点聚焦 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 | Outperform | | 贵州茅台 | Outperform 今世缘 | Outperform | | 五粮液 | Outperform 燕京啤酒 | Outperform | | 五粮液 | Outperform 迎驾贡酒 | Outperform | | 海天味业 | Outperform 安琪酵母 | Outperform | | 海天味业 | Outperform 重庆啤酒 | Outperform | | 山西汾酒 | Outperform 重庆啤酒 | Outp ...