东南亚必需消费 & 可选消费 Southeast Asia Staples & Discretionary 研究报告 Research Report 30 Jul 2025 东南亚消费行业 6 月跟踪报告：印尼消费持续悲观，消费板块估值多数上行 Indonesia's consumer sentiment stays weak, but consumer sectors PE ratio are rising in ASEAN [Table_yemei1] 观点聚焦 Investment Focus [Table_Info] 市盈率 P/E 股票名称 评级 目标价 PE(2025E) PE(2026E) 资料来源： Factset, HTI Related Reports 东南亚消费行业 5 月跟踪报告：多数地区商品价格走低 Most Regions Saw Falling Commodity Prices (1 Jul 2025) 中国必需消费品 6 月价格报告：白酒价格普跌，软饮料调味品及啤酒上 涨 Prices of Wind Generally Fell, While the Prices of So ...