1~6月，食品行业三大子行业工业增加值增速稳中有升。其中，酒、饮料喝精制茶制造业增长9.8%，食品制造业增长9.0%；农副食品加工业增长7.3%。三大子行业固定资产投资增速继续呈“两升一降”态势。其中，农副食品加工业投资同比增长6.3%；食品制造业固定投资同比增长3.7%；酒、饮料和精制茶制造业投资同比减少3.2%，降幅较1～5 月进一步收窄。 

A list of leading gluten-free food manufacturers in this market and their corresponding detailed analysis are included in the report. The report provides each of the leading vendor's performance and market positions in terms of experience, product portfolio,production capacity, and financial condition.

Coconut powder is obtained by drying ground or shredded coconut kernel after the removal of brown testa. It has extensive applications in confectioneries, puddings and many other food preparations as a substitute to raw grated coconut. It is used as an ingredient while preparing different dishes to add the essence and flavor of coconut. The global coconut powder market has many growth drivers such as health benefits of coconut, growing popularity of Asian cuisine, and increasing import and export. The growing number of Asian expatriates in other geographies is one of the major factors for the growing popularity of the Asian cuisine globally, and this has, in turn, increased the demand for coconut powder globally.

 月 17 日-7 月 21日，食品饮料行业（1.3%）跑赢沪深 300 指数（0.7%）。平安观测食品饮料子板块中，白酒（3.6%）、低估蓝筹（2.5%）、调味品（0.6%）、乳制品（-1.1 %）涨幅最大，或说明低估蓝筹仌是市场主洿，次高端白酒接连业绩超预期提振市场情绪。

食品饮料板上周整体探底回升势，全周收涨 1.38%，跑赢上证指数 0.89 个百分点。从一级行业来看，食品饮料板块当周相对靠前，在申万一级行业板块中排名至第 4 位。从食品饮料二级子行业来看，当周二级子行业跌多涨少。

 2017年上半年食品饮料行业累积涨幅居行业涨幅第二位，延续了 年牛市的表现，领涨的仍然是白酒行业。食品饮料行业估值维持在相对 股整体估值较高的溢价水平。下半年行业业绩增长对估值水平仍然有支撑。我们维持食品饮料行业“看好”的投资评级。

沱牌舍得、酒鬼酒近期发布中报预报，归属上市公司股东的净利润同比增长 80%-180%，超市场预期。山西汾酒、洋河股份也发布中报业绩向好预报，白酒板块本周后期反弹走强。建议关注业绩增长确定性强的一二线品牌白酒上市公司。