市场行情回顾：2021 年8 月，沪深300 指数下跌0.12%，食品饮料板块（总市值加权平均）下跌4.28%，跑输沪深300 指数4.16 个百分点，在申万28 个一级子行业中排名第25 位。

1 行业观点 .................................................................................................................. 4

1.1 白酒板块 .................................................................................................................................................. 4

1.2 大众品板块.............................................................................................................................................. 5

2 市场行情回顾 ........................................................................................................... 7

3 行业估值 .................................................................................................................. 9

4 行业数据跟踪 ......................................................................................................... 10

5 行业与公司资讯 ..................................................................................................... 12

5.1 行业新闻跟踪 ....................................................................................................................................... 12

5.2 公司动态跟踪 ....................................................................................................................................... 13

6 主要风险提示 ......................................................................................................... 15