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食饮行业周报(2021年9月第4期)：中秋旺季平稳落幕布局食品工业化标的 _ 东方财富网

报告导读白酒板块：近期除了关注国庆白酒动销外，亦需加大对21Q3酒企业绩预期的关注(下个月即将进入业绩披露期)，需关注高端及次高端酒配置的平衡性。推荐配置稳健性强的高端酒，比如：茅台、五粮液；推荐估值具性价比/业绩具备弹性的次高端标的，比如：迎驾贡酒、舍得、酒鬼酒、水井坊、今世缘等。食品板块：8月线上数据持续改善，中秋数据持续恢复。 ....

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