中国必选消费品11月成本报告：蔬菜和瓦楞纸显著涨价

研究报告 Research Report 25 Nov 2025 中国必需消费 China (Overseas) Staples 中国必选消费品 11 月成本报告：蔬菜和瓦楞纸显著涨价 November CGCI: Vegetables and Corrugated Paper Saw a Significant Price Surge | | | | [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 | 21 | 20 | | 华润啤酒 | Outperform 36.00 | | 15 | 14 | | 海底捞 | Outperform 18.22 | | 15 | 14 | | 康师傅 | Outperform 17.74 | | 16 | 14 | | 中国飞鹤 | Outperform 7.00 | | 9 | 8 | | 优然牧业 | Outperform 5.50 ...