中国必选消费品12月需求报告：短期数据略有改善

研究报告 ResearchReport 4 Jan 2026 中国必需消费 China (A-share) Staples 中国必选消费品 12 月需求报告：短期数据略有改善 Short-term Data has Shown Slight Improvement [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 | Outperform | | 贵州茅台 | Outperform 今世缘 | Outperform | | 五粮液 | Outperform 安琪酵母 | Outperform | | 五粮液 | Outperform 燕京啤酒 | Outperform | | 海天味业 | Outperform 迎驾贡酒 | Outperform | | 海天味业 | Outperform 安井食品 | Outperform | | 山西汾酒 | Outperform 安井食品 | Outperform | | 伊利股 ...