随着食品行业整体增速的放缓，市场认为食品行业增长点从整体增长转向集中度提升，我们认为除了集中度提升逻辑之外，食品行业增长点从整体增长转向细分赛道增长的逻辑不能忽视。下半年建议重点关注奶粉、烟用香精、卤制品、保健品，以及细分小食品板块。

全网分析：淡季线上过度消费，618 拉动不明显。1）销售额：2020 年6 月单月全网休闲零食成交金额58.03 亿元，同比增长25.19%，增速与五月份基本持平，较去年同期提升5pct。今年618活动持续全月，但是对线上消费拉动不明显，此外相较三四月份的高增速，五六月份增速环比下滑，我们认为与前四个月受疫情拉动，线上过度消费有关。量价拆分来看，销量2.20 亿，同比+25.84%，平均客单价26.36 元，同比-0.52%。

The global dragon fruit market (henceforth, referred to as the market studied) is growing at a robust rate, owing to the increasing demand for fresh dragon fruit. High production capabilities and magnificent weather conditions contribute to the production of dragon fruits. The production of dragon fruits is majorly affected by several factors, such as environmental hazards, bio stress, and government policies of the country. Some of the major pests and diseases affecting dragon fruits are stem rot, anthracnose, mealybugs, aphids, etc. The unfavorable climatic conditions, such as continuous low temperatures, also have a negative influence on the growth of dragon fruits. Dragon fruit is the leading fruit export of Vietnam. Major export destinations for these fruits are China, Thailand, and Indonesia. The fruit is also entering the new markets, including India, New Zealand & Australia, and Chile. There are three species of dragon fruit in the genus Hylocereus, and one species in the genus Selenicereus, which are produced across the world. The dragon fruit flesh can be white, red, or magenta, which varies in degrees, depending on the variety. The red-fleshed varieties contain lycopene, a natural antioxidant known to fight cancer and heart disease, and lower blood pressure. Major labels, such Snapple, Tropicana, and Sobe, have incorporated dragon fruit into their bottled fruit drinks, thereby, increasing the market scope of the fruit.

Food colors are added to food items or beverages to enhance their appeal. Pigment and dyes are the most common colorants added to food items and beverages that are available in liquid, liquid gel, gel paste, and powder forms. For the purpose of analysis, the global food color market encompasses various types of food colors such as natural color and artificial color. The applications covered in the study include meat products, beverages, dairy, bakery & confectionary, processed food & vegetables, oils & fats, and others. In addition, the report highlight the revenue generated by food colors across various regions, which include North America, Europe, Asia-Pacific, and LAMEA. Furthermore, the report covers the strategies adopted by the key market players to sustain competitive environment and increase their market share. AromataGroup SRL (Fiorio Colori SPA), Givaudan (Naturex S.A.), Kalsec, Inc. ,Archer Daniels Midland Company, Chr. Hansen A/S, D.D. Williamson & Co. Inc. (DDW), Dohler Group, International Flavors & Fragrances, Koninklijke DSM N.V., and Sensient Technologies Corporation are the key players profiled in the report. The key strategies adopted by potential market leaders to facilitate effective planning have further been discussed under the scope of the report.

6 月阿里渠道白酒销售额为 10.11 亿元，同比增长 130.52%，环比增长 91.85%， 销售量同比增长 45.66%，均价同比增长 58.26%；高端酒方面，贵州茅台、五 粮液、泸州老窖销售额分别为 3.60、1.00、0.63 亿元，分别同比增长 259.23%、 141.52%、120.93%，销量分别同比增长 94.50%、36.27%、32.21%，其中贵州 茅台持续加大直营渠道投放，线上销售额实现大幅提升。市场集中度方面，白 酒 CR3 线上市占率从 19 年 6 月的 39.30%大幅提升至 20 年 6 月的 51.74%， 其中贵州茅台市占率从 22.85%提升至 35.61%。