中国必选消费品2月成本报告：环比平稳，同比仍处低位
Haitong Securities International·2026-02-27 04:50
研究报告 Research Report 27 Feb 2026 中国必需消费 China (Overseas) Staples 中国必选消费品 2 月成本报告：环比平稳，同比仍处低位 February CGCI: Month-on-month flat, year-on-year still low [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 | 27 | 24 | | 海底捞 | Outperform 18.22 | 18 | 17 | | 华润啤酒 | Outperform 36.00 | n.a. | n.a. | | 康师傅 | Outperform 17.74 | 18 | 16 | | 中国飞鹤 | Outperform 7.00 | 8 | 7 | | 优然牧业 | Outperform 5.50 | n. ...