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1、行業(yè)報告
2、行業(yè)深度研究資料來源：天風(fēng)證券研究所，注：PE=收盤價/EPS內(nèi)容目錄1.創(chuàng)新點.............................................................................................................................................41.1.研究樣本分析-先行化指標(biāo)，指明方向..............................................................................
3、.....41.2.互聯(lián)網(wǎng)思維對白酒及其他食品深刻影響，趨勢不斷驗證................................................52.雙十一食品飲料板塊表現(xiàn)盤點...................................................................................................52.1.從行業(yè)整體來看，食品飲料在雙十一期間的關(guān)注度靠前................................................52.2.從食品行業(yè)結(jié)構(gòu)
4、來看，休閑食品領(lǐng)先，龍頭在任何渠道都是龍頭.............................62.3.從成長角度看食品板塊增速較好，白酒，乳制品，醋，茶葉表現(xiàn)優(yōu)異....................93.從雙十一看產(chǎn)品趨勢..................................................................................................................103.1.白酒行業(yè)品牌力凸顯，自身流量有待提高...............................
5、...........................................103.2.低貨值產(chǎn)品網(wǎng)購成趨勢，常溫系列空間大..........................................................................113.3.消費主力她經(jīng)濟(jì)，個性，品質(zhì)，敢花錢..............................................................................114.重點公司推薦..................................
6、............................................................................................124.1.貴州茅臺..........................................................................................................................................124.2.洋河股份....................................
7、......................................................................................................134.3.山西汾酒..........................................................................................................................................134.4.恒順醋業(yè)..........................
8、................................................................................................................164.5.伊利股份..........................................................................................................................................175.風(fēng)險提示................
