调味品行业动态跟踪之三:提价预期强化,板块再迎配置时机-2020201214(15页)

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摘要:

提价预期强化,板块再迎配置时机提价预期强化,板块再迎配置时机。重点公司跟踪。+Q31329300122020Q3256911投资建议:风险分析:-12%12%35%58%82%10-1902-2005-2008-20食品饮料沪深300投资观点1原点资产rQqPqQsMmNnRmNoMnQsNtO8OaOaQnPpPmOmMiNpOtRfQqRmQ6MrQqPuOtQpNwMmQzR77.4%53.1%46.6%35.6%54.5%12.1%33.5%32.8%26.9%0%20%40%60%80%100%天味食品海天味业千和味业涪陵榨菜中炬高新原材料占比包材占比18%14%12%12%8%4%...

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