食品饮料行业18Q4基金持仓分析：白酒超配缩窄，食品普遍加配

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1、目录1、食品饮料持仓分析：白酒超配缩窄，食品普遍加配.-4-1.1、18Q4食品饮料重仓占比下降......................................................................-4-1.2、白酒超配缩窄，食品及其他饮料普遍获加配............................................-4-2、食品饮料重仓个股分析：............................................................................

2、......-7-2.1、食品饮料4个股位列A股前20大重仓.....................................................-7-2.2、重点个股持仓分析.......................................................................................-8-3、投资建议......................................................................................

3、......................-10-4、风险提示............................................................................................................-11-图1、标配比例与超配比例-食品饮料....................................................................-4-图2、标配比例与主动型基金超配比例-白酒............................

4、............................-5-图3、标配比例与主动型基金超配比例-调味品..................................................-5-图4、标配比例与主动型基金超配比例-肉制品及其他食品（综合类）..........-6-图5、标配比例与超配比例-其他饮料..................................................................-6-图6、标配比例与超配比例-乳制品.............................

5、.........................................-7-图7、前20大重仓股占基金投资股票市值比........................................................-7-图8、食品饮料前十大重仓股.................................................................................-9-图9、重点个股持有基金数目...............................................

6、..................................-9-图10、贵州茅台重仓占比.....................................................................................-10-图11、五粮液重仓占比.........................................................................................-10-图12、伊利股份重仓占比..........................

7、...........................................................-10-图13、泸州老窖重仓占比.....................................................................................-10-表1、前20大重仓股占基金投资股票市值比........................................................-8-表2、食品饮料重点公司估值表.......................

8、........................................