中泰证券：厄尔尼诺或延长饮料旺季
2026-07-09 00:39:01
中泰证券研报称，展望2026年，若夏秋出现中等及以上强度厄尔尼诺，全国大范围高温、饮料销售旺季延长将成为高确定性趋势。据36氪报道，研报指出，6—9月为包装水全年销售高峰，持续高温或进一步放大家庭、餐饮端中大包装用水需求，叠加行业中大规格长期高景气趋势，中大包装水需求或迎来双重利好。
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