中国必选消费26年2月投资策略：震荡市场方显消费价值

研究报告 Research Report 3 Feb 2026 中国必需消费 China (A-share) Staples 中国必选消费 26 年 2 月投资策略：震荡市场方显消费价值 Volatile stock market highlights the value of consumer stocks [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 | | 东鹏饮料 | Outperform 安琪酵母 | Outperform | | 东鹏饮料 | Outperform 燕京啤酒 | Outperform | | 五粮液 | Outperform 迎驾贡酒 | Outperform | | 五粮液 | Outperform 安井食品 | Outperform | | 山西汾酒 | Outperfo ...