大众品板块专题研究：关于啤酒公司拓展饮料业务的思考

⚫⚫⚫⚫⚫⚫  倍思特嘉槟 九龙斋酸梅汤 2025年1月，收购Britvic 麒麟饮料可口可乐 “三矢”碳酸饮料WONDA罐装咖啡WILKINSON碳酸水 可尔必思乳酸菌 涨跌幅超额收益序号涨跌幅涨跌幅超额收益6.8%4.4%1美容护理10.9%8.2%6.4%4.0%2汽车8.6%5.8%6.3%4.0%3有色金属8.1%5.4%6.1%3.7%4银行7.7%5.0%6.0%3.6%5环保6.8%4.1%5.6%3.2%6医药生物6.6%3.9%4.8%2.4%7机械设备6.3%3.6%4.8%2.4%8农林牧渔5.0%2.3%4.0%1.6%9传媒4.0%1.3%3.8%1.4%10纺织服饰3.5%0.8%3.5%1.1%11基础化工3.2%0.4%2.9%0.5%12家用电器1.9%-0.8%2.7%0.3%13国防军工1.9%-0.8%2.5%0.2%14计算机1.7%-1.1%2.5%0.1%15钢铁1.0%-1.7%2.3%-0.1%16轻工制造0.9%-1.8%2.2%-0.2%17建筑材料-0.5%-3.2%2.2%-0.2%18公用事业-0.7%-3.4%2.0%-0.4%19交通运输-0.7%-3.4%1.9%-0.5%20社会服务-0.7%-3.5%1.7%-0.7%21食品饮料-1.5%-4.2%1.4%-0.9%22综合-3.1%-5.8%1.4%-1.0%23通信-4.1%-6.8%1.4%-1.0%24建筑装饰-4.5%-7.2%0.8%-1.6%25电子-4.5%-7.2%-0.1%-2.5%26商贸零售-5.1%-7.8%-0.3%-2.7%27石油石化-6.2%-8.9%-0.4%-2.8%28电力设备-6.9%-9.6%-0.7%-3.1%29非银金融-7.2%-9.9%-0.9%-3.2%30房地产-7.8%-10.5%-2.9%-5.2%31煤炭-11.2%-13.9%当月年初至今