20240728_东方证券_食品饮料行业：密切跟踪中报业绩情况白酒或间接受益存贷款利率下调_11页.pdf
|2024 12.6%19.6%24Q2 16.6%29.6%7 22 1 5 LPR 10 7 25 2024 6 2.0%5.4%5.2%1.7%6 M2 6.2%3.30 0.93 8%7 26 Wind 2590 2375 1573 960 875 7 26 M6+30 570 860 410 360 455 420/500ml 2024 6 1.7%1-6 0.1%2024 6 263/24%2024 7 19 2,658/18%2024 7 20 1439/19%7 20 19712/8%2024 7 18 3.23/13.9%GDT 2024 7 16 3142 2566/-2.4%-0.8%2024 7 16 4217/6.0%2024 7 19 12.21/15.88/0.00%-0.06%(000858)(000568)(600809)(000596)(603369)(600559)(600600)/2024 07 28 S0860517090002 021-63325888*6079 S0860519080001 24H1 2024-07-21 2024-07-15 2024-07-07 2.4.4.5.7.8.8 YWEVyRqNpMrQqOmPrMtMmN7NcMaQnPnNsQqMfQpPxPiNoOmO7NqQuNMYpMtNwMmQrN 3 1.4 2.4 3 M2.4 4.4 5/500ml.5 6 1573/500ml.5 7 M6+30/500ml.5 8/500ml.5 9.6 10.6 11.6 12/.6 13.6 14.7 15 GDT/.7 16 GDT/.7 17 GDT/.7 18/.8 19/.8 4 2024 6 2.0%5.4%5.2%1.7%1 2 Wind Wind 6 M2 6.2%3.30 0.93 8%3 M2 4 Wind Wind 7 26 Wind 2590 2375 1573 960 875-60%-40%-20%0%20%40%60%2010/1/12010/12/12011/11/12012/10/12013/9/12014/8/12015/7/12016/6/12017/5/12018/4/12019/3/12020/2/12021/1/12021/12/12022/11/12023/10/1:-40%-20%0%20%40%60%80%2010/1/312010/9/302011/5/312012/1/312012/9/302013/6/302014/3/312014/11/302015/8/312016/5/312017/2/282017/10/312018/7/312019/4/302019/12/312020/9/302021/6/302022/3/312022/11/302023/8/312024/5/31:0%5%10%15%20%25%30%35%2004/1/312005/2/282006/3/312007/4/302008/5/312009/6/302010/7/312011/8/312012/9/302013/10/312014/11/302015/12/312017/1/312018/2/282019/3/312020/4/302021/5/312022/6/302023/7/31:M2:00.020.040.060.080.10.120.140.160.18-1.000.001.002.003.004.005.006.007.002010/1/312010/9/302011/5/312012/1/312012/9/302013/5/312014/1/312014/9/302015/5/312016/1/312016/9/302017/5/312018/1/312018/9/302019/5/312020/1/312020/9/302021/5/312022/1/312022/9/302023/5/312024/1/31 B5iGmzTgUewvbrFSXmQhuvC4iNkD3XJlIbfvIKRvuXJPrtKhCDQuqF+qLrOisMRJ 5 5/500ml 6 1573/500ml Wind 7 26 M6+30 570 860 410 360 455 420/500ml 7 M6+30/500ml 8/500ml 2024 6 1.7%1-6 0.1%2,0002,2002,4002,6002,8003,0003,2003,4003,6003,8004,0002021/9/15 2022/9/15 2023/9/15 8208408608809009209409609801,0002021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-092023-112024-012024-032024-052024-07普五 国窖157301002003004005006007008009001,0002021/9/15 2022/9/15 2023/9/15 M6+30()01002003004005002021/9/15 2022/9/15 2023/9/15 6 9 资料来源：Wind、国家统计 局、东 方证 券研究所 2024 6 263/24%2024 7 19 2,658/18%10 11 Wind Wind 2024 7 20 1439/19%7 20 19712/8%12/13-40%-20%0%20%40%60%2000/1/12000/11/12001/9/12002/7/12003/5/12004/3/12005/1/12005/11/12006/9/12007/7/12008/5/12009/3/12010/1/12010/11/12011/9/12012/7/12013/5/12014/3/12015/1/12015/11/12016/9/12017/7/12018/5/12019/3/12020/1/12020/11/12021/9/12022/7/12023/5/12024/3/1:-0.6-0.4-0.200.20.40.60.80501001502002503003504004502010/1/12010/11/12011/9/12012/7/12013/5/12014/3/12015/1/12015/11/12016/9/12017/7/12018/5/12019/3/12020/1/12020/11/12021/9/12022/7/12023/5/12024/3/1:/-0.4-0.3-0.2-0.100.10.20.30.401,0002,0003,0004,0005,0006,000/7 Wind Wind 2024 7 18 3.23/13.9%GDT 2024 7 16 3142 2566/-2.4%-0.8%2024 7 16 4217/6.0%14 15 GDT/Wind Wind GDT 16 GDT/17 GDT/-0.8-0.6-0.4-0.200.20.40.60.811.21.405001,0001,5002,0002,5003,0003,500():-0.6-0.4-0.200.20.40.60.805,00010,00015,00020,00025,000:/-0.3-0.2-0.100.10.20.30.000.501.001.502.002.503.003.504.004.505.002008/7/292009/7/292010/7/292011/7/292012/7/292013/7/292014/7/292015/7/292016/7/292017/7/292018/7/292019/7/292020/7/292021/7/292022/7/292023/7/29:/-0.4-0.3-0.2-0.100.10.20.30.40.50.601,0002,0003,0004,0005,0006,000(GDT):8 Wind GDT Wind GDT 2024 7 19 12.21/15.88/0.00%-0.06%18/19/Wind Wind(000858)(000568)(600809)(000596)(603369)(600559)(600600)-0.6-0.4-0.200.20.40.60.80100020003000400050006000(GDT):-0.5-0.4-0.3-0.2-0.100.10.20.30.40.50.601000200030004000500060007000(GDT):-0.06-0.04-0.0200.020.040.060.080.10.120.140.002.004.006.008.0010.0012.0014.00:-0.04-0.0200.020.040.060.080.10.120.140.16024681012141618:9 1%10 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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