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Food 2024-11-09T11:53 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-11-09T11:53 財經茄呢啡 二級市場方面，１１月７日食品飲料行業以６．２２％的漲幅領跑Ａ股，僅次於非銀金融。三全食品、千味央廚、黑芝麻等個股漲停，蓋世食品、騎士乳業、國聯水產等個股漲幅超２０％。食品飲料等大消費板塊的大漲，既有業績支持的原因，也與市場風格的切換類似。
Food 2024-11-09T11:53 財經茄呢啡 天風證券股權有限公司吳立,張瀟倩,何宇航近期對天味食品進行研究並公布了研究報告《業績穩增加，全力沖刺股權激勵目標》，本報告對天味食品給出買進評級，當前股價為１５．５８元。
Food 2024-11-07T11:56 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-11-04T11:56 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-11-02T11:55 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-10-31T12:05 財經茄呢啡 年末聚餐旺季到來，餐飲、零售需求增溫，上游食品股也迎來傳統旺季，包括食品料理包、肉品與油脂等等，出貨都相對增溫，像是肉品大廠卜蜂，近期肉品、飼料需求提升，並持續投資擴大產線，估計今年食品加工，整體產銷量有望成長雙位數。
Food 2024-10-31T12:05 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-10-17T12:07 財經茄呢啡 一鍵配置吃喝板塊核心資金，重點關注食品ＥＴＦ。依據中證指數公司統計，食品ＥＴＦ跟蹤中證細分食品飲料產業主題指數，超６成倉位布局高端、次高端白酒龍頭股，近４成倉位兼顧飲料乳品、調味、啤酒等細分板塊龍頭股，前十權重股包括「茅五瀘汾洋」、伊利股權、海天味業、青島啤酒等。
Food 2024-09-28T12:00 財經茄呢啡 智通財經ＡＰＰ獲悉，大和公布研究報告稱，重申日清食品「優於大市」評級，基於其穩定的海外擴張步伐，目標價由５．５港元降至４．９港元，並將２０２４至２６年每股利潤估計調降１％至４％，以反映調降中國內地業務增加估計的影響。
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