-
1871.2016乳业路在何方
[酒、饮料和精制茶制造业] [2016-05-29]
随着“ 优质乳工程” 不断推进，以及消费者对乳制品消费健康、安全意识的不断提高和全面二孩政策的实施， 2016 年的乳业将走向何方？市场表现来看，国产品牌促销降价幅度较大，最高降幅超过 50%；进口品牌也全线降价，其中主打品牌降价超 30%。另外，部分进入中国市场的进口品牌奶粉销售不畅，库存积压严重。
关键词：乳制品业；供给侧结构；价格分析；政策；奶业创新
-
1872.食品饮料行业：大股东回避，茅台关联担保遭小股东否决
[食品制造业,酒、饮料和精制茶制造业] [2016-05-28]
事件摘要：贵州茅台召开股东大会审议议案《贵州茅台集团财务有限公司 2016-2018 年度向关联方提供金融服务的议案》遭到否决。目前来看该类关联交易对于上市公司本身并不存在较大的危害，反而是好处居多，贵州茅台大股东的此项议案遭到否决或许是因为相关资金在搅局。
关键词：食品饮料；行业新闻；白酒；啤酒；日本乳饮；中国凉茶；公司新闻
-
1873.食品饮料行业：四年一剑，重振昔日辉煌－2016年中期投资策略
[食品制造业,酒、饮料和精制茶制造业] [2016-05-28]
板块连续3个季度业绩靓丽；近期龙头轮番提价，行业进入新一轮提价、渠道补库存的繁荣周期；古井贡酒收购黄鹤楼发力区域扩张，以自身管理模式嫁接黄鹤楼品牌和产品，开启白酒供给侧改革序幕；基金配置白酒比例仍处历史低位，龙头估值与历史平均相当，但基本面趋势向上，估值仍有提升空间。
关键词：食品饮料；市场回顾；白酒龙头；零食电商；投资建议
-
1874.全球白兰地市场报告（2016-2020年）
[酒、饮料和精制茶制造业] [2016-05-27]
Brandy is a part of the larger spirits market that comprises other beverages like whiskey, vodka, and rum. The global brandy market is estimated to grow steadily during the forecast period, though relatively slower than other spirits such as vodka and whiskey. Whiskey has had the highest growth over the past five years, and this is expected to continue over the forecast period, due to increasing consumption in countries such as China and India. This also will ensure that APAC maintains its dominance in the global spirits market. China leads the spirits market in APAC, but India is expected to grow the fastest. Sales of imported spirits in China have grown four times in the last 10 years. In India, about 88% of alcohol consumers consume spirits, while the remaining 12% consume beer and wine.
关键词：白兰地；大烈酒市场；稳步增长；威士忌
-
1875.全球牛奶包装市场报告（2016-2020年）
[食品制造业,交通运输、仓储和邮政业,酒、饮料和精制茶制造业] [2016-05-27]
The global milk packaging market is expected to grow at a CAGR of 3.35% by revenue and 5.33% by volume during the forecast period. In 2015, Europe dominates the global milk packaging market, and it is expected to dominate during the forecast period. Many drivers contribute to the growth of the market. One of the main factors that positively affects the market is the increased demand from developing countries. The rate of milk consumption is high in the growing economies in APAC such as India and China, which is driving the growth of the market. Other major drivers propelling the growth of the global milk packaging market are the popularity of biodegradable rigid plastic packaging and the increased adoption of pouch packaging.
关键词：牛奶包装市场；增长率；牛奶消费率；生物降解；塑料包装；小袋包装
-
1876.环球乳业增白剂市场报告（2016-2020年）
[酒、饮料和精制茶制造业,化学原料和化学制品制造业,农副食品加工业] [2016-05-23]
Dairy whiteners are widely used as a substitute for fresh milk in tea; coffee; hot chocolate; and other food products such as soups, sauces, puddings, and cereal dishes. They are available in fluid and dried forms. The production of dairy whiteners has gone up owing to their being convenient, shelf stable, and ready to reconstitute. The main ingredients of dairy whiteners are
关键词：乳制品增白剂；新鲜牛奶；替代品；液；干燥；方便；储存稳定
-
1877.全球新鲜牛奶市场报告（2016-2020年）
[农副食品加工业,酒、饮料和精制茶制造业] [2016-05-23]
Demand for fresh milk products is expected to increase during the forecast period due to various factors such as increasing investment by large manufacturers, increasing milk production globally, and the increasing global population. The global population is expected to reach 7.6 billion by 2020. There has been an increase in per capita milk consumption in recent years. Manufacturers have also broadened their product ranges with the inclusion of new flavors. Their various packaging innovations, aimed at increasing the shelf life of fresh milk, will likely contribute to the growth of this market.
关键词：鲜奶产品；需求预计；增加；包装创新；新口味
-
1878.食品饮料行业：寒冬已过，白马复兴－2015年报＆2016Q1季报总结
[酒、饮料和精制茶制造业,食品制造业] [2016-05-13]
虽然景气度指标出现下滑，但是 2016 年一季度食品制造业收入和利润规模分别同比增长 7.50%和 17.50%， 环比改善较为明显。 而食品饮料上市公司业绩也呈现好转之势，2015 年全年食品饮料板块的收入和净利润同比增速分别为 4.43%和 6.46%，2016 年一季度食品饮料行业上市公司的收入同比增长 9.36%，环比提高 4.93 个百分点；净利润同比增长 12.44%，环比大幅提高 5.98%， 2016Q1 食品饮料行业的收入和利润增速环比均出现改善明显。
关键词：食品饮料；行业总结；市场表现；酒类子板块；投资策略
-
1879.食品饮料行业：业绩现金流指标靓丽，奠定白酒全年增速－5月月报暨年报季报回顾
[食品制造业,酒、饮料和精制茶制造业] [2016-05-13]
年初以来，在存量博弈、均衡配置的市场背景下，食品饮料板块相对收益明显，目前仍处低配状态。年报季报回顾显示，高端品业绩两位数增长，超市场预期，大众品成本下降提升毛利，终端竞争仍然激烈。建议以行业复苏逻辑买入白酒全年行情，首推白酒三剑客（茅台、五粮液、古井），关注存在反转可能的三线白酒（金种子、 酒鬼酒、 ST 水井）， 大众品重点关注持续超预期的安琪酵母、 食品电商行业、产品持续升级的伊利股份、 成本优势明显的双汇发展。
关键词：食品饮料；市场回顾；业绩回顾；投资策略；盈利预测
-
1880.食品饮料行业：板块业绩增速改善，白酒龙头全面复苏－2015年报及2016一季报业...
[食品制造业,酒、饮料和精制茶制造业] [2016-05-13]
2015 年板块整体增速排名居中， 高端品复苏迹象明显。 2015 年，食品饮料板块收入、净利润增 4%、 6%， 增速同比显著改善。白酒收入、净利润增 6%、 10%，葡萄酒收入、净利增 11%、 6%，高端品复苏迹象明显；大众品收入、净利润增长 5%、 2%，增速同比回落 2pct、 7pct。
关键词：食品饮料；白酒行业；乳品饮料；板块表现；投资建议
027-87841330