中信证券：次高端白酒表现靓丽，紧抓高成长和攻守兼备两条主线
中信证券：次高端白酒表现靓丽，紧抓高成长和攻守兼备两条主线
智通财经APP获悉，中信证券表示，站在当下时点，食品饮料板块重点推荐：(1)白酒板块，攻守兼备推荐贵州茅台、五粮液；高成长推荐山西汾酒，建议关注舍得酒业。(2)啤酒板块，推荐华润啤酒，具备估值性价比、且高端化持续落地望形成系列催化。(3)卤制品板块，推荐绝味食品，主业持续快速开店&泛卤味成效逐步兑现。(4)乳制品板块，推荐蒙牛乳业，景气延续，2021有能力应对成本压力，预计随后将进入业绩弹性兑现期。
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