根据淘数据显示， 2020 年7 月白酒淘系平台销售额为4.59 亿元，同比上升113.70%，销量同比上升19.33%，销售均价同比上升78.23%。2020 年7 月淘数据平台茅台销售额1.11 亿元，同比增长325.35%，环比增长（-69.09%）；五粮液、泸州老窖、郎酒、洋河、汾酒、西凤销售额分别为0.28、0.19、0.20、0.16 、0.16、0.05 亿元。

1、 白酒量价齐升，保健酒同比下降 ............................................................................................................................ 6

1.1、 7 月白酒量价齐升，茅台市占率环比降低 ....................................................................................................... 6

1.2、 7 月啤酒销售额同比增长11% ......................................................................................................................... 7

1.3、 7 月葡萄酒销售额同比平稳 ............................................................................................................................. 8

1.4、 7 月保健酒同比下降63% .............................................................................................................................. 10

2、 酱油、醋、料酒销售额同比增长 .......................................................................................................................... 11

2.1、 7 月酱油销售额同比增长65% ...................................................................................................................... 11

2.2、 7 月醋制品销售额同比上升57% ................................................................................................................... 14

2.3、 7 月料酒销售额同比上升69% ...................................................................................................................... 16

3、 乳制品量价齐升 ................................................................................................................................................... 19

3.1、 7 月纯牛奶销售额同比增长60.15% .............................................................................................................. 19

3.2、 7 月酸奶销售额同比增长83% ...................................................................................................................... 21

3.3、 7 月奶酪销售额同比提升132.69% ............................................................................................................... 23

3.4、 7 月低温乳制品销售额同比增长158.53%..................................................................................................... 25

4、 卤味零食销售额同比增长 ..................................................................................................................................... 28

4.1、 7 月卤味零食销售额同比增长29.79% .......................................................................................................... 28

5、 行业评级及投资策略 ............................................................................................................................................ 30

6、 风险提示 .............................................................................................................................................................. 31