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所属行业:酒、饮料和精制茶制造业

  • 101.全球酒柜市场展望和预测(2020-2025年)

    [仪器仪表制造业,酒、饮料和精制茶制造业,] [2020-06-17]

    The world’s wine consuming population is surging every day. The world relies and depends on the stuff and quality of the wine irrespective of the flavor, red, or white. Wine is being increasingly consumed at celebrations, special occasions, used as a cooking ingredient, and as winter warmer. The storage pattern is the crucial factor determining the preservation of quality, especially when it comes to wine consumption. Since wines cannot withstand in the open atmosphere for so long once it's opened, it should be stored in the specific temperature based on the type and quantity. It can also be more prone to yeast formation and microbial growth when it is not stored properly. Subsequently, it has given rise to the growth of wine coolers in the past decade.

    关键词:世界葡萄酒消费;原料和质量; 存储模式;保持质量:酒柜的增长
  • 102.我国食品安全状况总体稳中向好

    [食品制造业,农副食品加工业,酒、饮料和精制茶制造业,] [2020-06-08]

    关键词:食品安全;状况;
  • 103.食品饮料行业:日常消费春江水暖,次第花开-2H20投资策略

    [酒、饮料和精制茶制造业,] [2020-06-06]

    2H20 至2021 年,我们依然看好食品饮料作为“纯内需”板块的基本面走势,我们认为疫情影响相对短期,2Q 起多数行业需求端有望逐步恢复,全年或呈现前低后高的基本面走向。综合考虑估值因素,2H 我们自上而下提示部分前期涨幅较大板块的估值偏高风险,并自下而上筛选未来三年成长逻辑清晰、估值仍位于合理区间的个股,同时建议关注白酒、乳制品、啤酒等前期受疫情影响相对较大,2H 基本面有望改善的板块,中长期我们认为白马龙头行情仍将延续。


    关键词:食品饮料行业;日常消费;2H20;投资策略
  • 104.食品饮料行业:复苏持续,龙头更优-月报

    [酒、饮料和精制茶制造业,] [2020-06-06]

    5 月数据显示,高端白酒批价环比基本持平,成本环境整体良好。其中,一线高端白酒一批价在高位震荡,茅台一批价维持在2380 元一线。啤酒及葡萄酒价格未有明显波动出现,啤酒产销情况基本已恢复至去年同期水平。成本环境方面,猪肉价格继续高位回落,生鲜乳价格则小幅反弹,农产品价格则涨跌不一,包装材料价格继续大幅下降,目前来看成本环境整体良好。


    关键词:食品饮料行业;复苏持续;龙头更优
  • 105.食品饮料行业:白酒产量微降,啤酒产量转正,肉价乳价回落-4月数据点评

    [酒、饮料和精制茶制造业,] [2020-06-06]

    4 月白酒产量同比微降,京东名酒终端价稳中有升。全国2020 年4 月白酒产量60.4 万千升,同比下滑2.4%;1-4 月白酒累计产量231.3 万千升,累计同比下降11.9%。京东部分名优白酒2020 年5 月29 日价格环比2020 年4 月24 日价格:京东52 度五粮液上升6 元至1,265 元/瓶;52 度剑南春维持438元/瓶;52 度水井坊上升5 元至519 元/瓶。


    关键词:食品饮料行业;白酒;啤酒;肉价;乳价
  • 106.食品饮料行业:澳麦加税影响可控,盈利改善逻辑不变-啤酒成本专题

    [酒、饮料和精制茶制造业,] [2020-06-06]

    2020 年5 月18 日,商务部裁定原产于澳大利亚的进口大麦存在倾销和补贴,将自2020 年5 月19 日起对上述产品征收反倾销税和反补贴税,反倾销税率为73.6%,反补贴税率为6.9%,征收期限为5 年。澳麦进口交易成本增加的影响,实际上最终会由供需双方共同承担税额的增加,也就是说澳麦供应商预计也会通过一定程度的降价来提高市场竞争力,以求稳定中国的进口需求。


    关键词:食品饮料行业;澳麦加税;啤酒成本
  • 107.食品饮料行业:江苏白酒实地走访情况反馈-本周专题

    [食品制造业,酒、饮料和精制茶制造业,] [2020-06-03]

    近期我们走访了江苏省部分烟酒店终端和经销商,整体来看,流通单品复苏较快,洋河省内调整基本结束,梦6+运作初见成效;今世缘疫情后积极作为,国缘四开进入大流通,V 系列补足高端产品线。


    关键词:食品饮料行业;江苏白酒;实地走访
  • 108.全球清洁标签成分市场报告(2019-2026年)

    [酒、饮料和精制茶制造业,农副食品加工业,信息传输、软件和信息技术服务业,食品制造业,] [2020-06-03]

    Clean label is not only the natural and organic product category, but the food in which ingredients are very few are also considered as clean label. Consumers with increased disposable income are moving toward a vegan lifestyle that mainly includes clean label products; therefore, manufacturers are also adopting new trends in the manufacturing of food and beverages. The food industry has been focusing on innovations in food and beverages according to the demand from the consumers. Manufacturers are focusing on key innovations that cater to the requirements of their target consumers. Rise in awareness toward health and wellness has resulted in increased demand for various types of special clean label ingredients made using organic products. Thus, clean label ingredients are gaining increased traction among food & beverage manufacturers.

    关键词:清洁标签;有机产品类别;食品和饮料制造;目标消费者需求;关键创新
  • 109.瑞幸咖啡退市给投资者的启示

    [批发和零售业,酒、饮料和精制茶制造业,] [2020-06-01]

    关键词:瑞幸咖啡;股市;投资者;经营
  • 110.卖水还是卖瓶子?饮用水包装比水贵引质疑

    [酒、饮料和精制茶制造业,] [2020-05-26]

    关键词:饮用水包装;商品水;
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