-
1841.南非装水市场报告(2016-2020年)
[酒、饮料和精制茶制造业] [2016-07-27]
Bottled water comes from sources such as wells, springs, artesian wells, and the municipal water supply. It typically undergoes a purification process before being packaged in plastic or glass bottles. Bottled water can be categorized into mineral water, still water, flavored water, and sparkling water. However, its two primary forms are still and sparkling. Still water is similar to ordinary tap water and has not undergone any carbonation. Sparkling water, also known as carbonated water, soda water, seltzer water, or fizzy water, is water that has been artificially carbonated.
关键词:瓶装水;来自;井;泉;自流井;纯化处理;矿物水;纯净水;风味水;苏打水
-
1842.中粮世界排名陡增的背后
[农副食品加工业,食品制造业,酒、饮料和精制茶制造业] [2016-07-27]
关键词:中粮;食品;财富
-
1843.墨西哥咖啡市场报告(2016-2020年)
[酒、饮料和精制茶制造业] [2016-07-25]
The coffee market in Mexico comprises fresh roasted and ground coffee, instant coffee, RTD coffee, and coffee pods. It is expected to witness steady growth at a CAGR of 5.83% during the forecast period. Increasing demand from the millennial population has contributed to the rise in demand for coffee in Mexico. An improved economy and increased job opportunities have made different types of coffee more affordable for younger consumers.
关键词:墨西哥咖啡市场;新鲜炒焙;磨碎咖啡;速溶 咖啡;RTD咖啡;咖啡包;稳步增长
-
1844.食品饮料行业:看好白酒第三轮牛市,推荐乳制品等行业龙头-2016年半年度策略
[酒、饮料和精制茶制造业,食品制造业] [2016-07-22]
茅台、五粮液、老窖、古井、洋河、顺鑫;以及弹性品种酒鬼酒、水井坊、沱牌、金种子、老白干。2、乳制品:产品结构升级明显,盈利能力持续提升,看好乳制品龙头伊利。3、肉制品:1-4 月行业收入、利润增速 7.79%、14.40%,均有所回升,未来期待双汇持续好转。4、调味品:行业增速下滑明显,未来受益于餐饮回暖及家庭消费升级,有望稳定增长。5、葡萄酒:行业恢复性增长,国产葡萄酒产量、进口葡萄酒数量 1-4 月分别同比增长 4.60%、23.40%,中长期看好张裕进口酒业务布局。
关键词:食品饮料行业;白酒;乳制品;半年策略
-
1845.食品饮料行业:茅台批价普涨,国窖1573上调批价指导-周报198期
[酒、饮料和精制茶制造业,食品制造业] [2016-07-17]
1)茅台批价普遍上涨,国窖1573 上调批价指引,淡季白酒不乏股价催化:6 月底北京茅台一批价快速上涨20-30 元至870元,广深地区上涨至860-870 元,显示终端需求良好、渠道库存低,中秋茅台批价有望达900 元左右;国窖1573 经典装上调二批指导价至640 元,终端指导价不低于680 元,预计实际执行不会完全刚性,渠道普遍认为批价涨至600 元较为可行;3)三线白酒股价受风险偏好影响更大。本周我们调研了沱牌舍得,公司改制的股权交割已完成,经营潜力有望激发;2015 年通过降价、推新品重新寻找价格定位,目前品味舍得、舍得酒坊已成为核心单品,年初以来增速40%左右,后续有望带动公司收入继续保持较快增长。三线白酒业绩基数低、想象空间较大,其中水井坊、沱牌舍得等基本面恢复情况较好,在板块整体向上行情下显现更高的风险偏好和股价弹性。3)伊利股份:有望继续受益产品结构升级和成本红利,竞争格局趋缓下,预计2016年净利润增速15%以上,动态PE19 倍,配臵价值凸显。4)安琪酵母:英联马利退出中国步伐加快,安琪有望蚕食其留出的10%份额空间,格局改善下议价能力有望提高;公司于1 月、5 月相继对主力产品提价,有望带动全年净利率回归10%。
关键词:食品;饮料;茅台;国窖
-
1846.拉丁美洲醋市场报告(2016-2020年)
[食品制造业,酒、饮料和精制茶制造业] [2016-07-13]
Vinegar is a preservative and condiment produced by acetic acid bacteria, which act on dilute ethyl alcohol solutions derived from yeast fermentation. It is widely used in marinades and dressings. It helps to normalize the acid/alkaline balance in the blood. Vinegar helps breakdown calcium deposits in the joints and supplies minerals to the bone, providing relief to individuals suffering from arthritis. Based on type, the vinegar market can be segmented as white distilled vinegar, cider vinegar, and specialty vinegar.
关键词:醋是;醋酸菌;防腐剂;调味品;酵母发酵;助于关节
-
1847.食品饮料行业:白酒重回视野,为资金提供安全地-2016年下半年投资策略
[酒、饮料和精制茶制造业,农副食品加工业,食品制造业] [2016-07-13]
如果用业绩说话,2015 年至 2016 年一季度,白酒行业基本面的改善已经超出市场预期。并且我们认为,白酒行业较好的业绩增长势头能够持续。长达四年的调整周期中,白酒消费基本从官方过渡至民间,目前来看,民间消费对白酒的承接较好,这是白酒业绩增长的根本。根据渠道调研,目前五粮液、茅台、老窖几大高端白酒的渠道库存正常、动销较好,经销商对下半年偏乐观,因而打款普遍积极。
关键词:食品饮料行业;资金提供;市场分析;投资策略
-
1848.国内饮料市场遭遇“黑天鹅”新品存活率仅为5%
[酒、饮料和精制茶制造业] [2016-07-12]
关键词:陈琼
-
1849.重启阿斯巴甜百事拿什么解除“碳酸依赖症”
[酒、饮料和精制茶制造业] [2016-07-07]
关键词:百事;碳酸;阿斯巴甜
-
1850.中国买家频出手,收购酒庄值不值?
[酒、饮料和精制茶制造业] [2016-07-04]
关键词:酒庄;葡萄酒;收购