In the dairy industry, pea milk is one of the recent innovations wherein manufacturers are seeking for inexpensive solution to meet the growing demand for protein across the globe. Pea milk is extracted from yellow peas, and it constitutes the same amount of protein as delivered by cow milk and a lot more than that present in almond milk. The milk that is extracted from peas is cost-effective, offers original taste, and does not deliver strong flavor as other plant-based milk available in the market.

3 月 15 日，国家统计局发布数据显示，1-2 月份，全国社会消费品零售总额 69737 亿元，同比增长 33.8%。其中，1-2 月 烟酒类商品零售总额为 861 亿元，同比增长了 43.9%。可选消费继续领先，必选中啤酒行业转型正当时。

奶酪是乳制品消费升级的下一个品类，从全球范围看，欧美市场相对成熟，亚洲市场更具潜力。格 局上，本土化的奶酪产品+高效推进的渠道或有助于国产企业的崛起， 重点关注妙可蓝多和伊利股份。消费升级循序渐进，亚洲成为未来奶酪市场新增长极。中国奶酪：从餐饮消费逐渐走向家庭消费，成长空间逐渐打开。

白酒板块：高端白酒增长强劲，次高端处于翻转爬坡期。食品板块：明显好于预期，实现业绩平稳过渡。乳制品板块：春节期间销售超预期实现开门红，尤其是白奶产品，渠道反馈动销超出19年水平。调味品板块：板块去年餐饮端受疫情影响业绩受损，今年春节期间餐饮端强势反弹。休闲食品板块：依旧受疫情反复影响。