以前对食品饮料行业的公司主要强调其“成长”,现在新发展出“改善”、“并购”两种机会,对以前提出的分析框架作出进一步的完善。在投资策略的选择上,阳型公司看成长或改善,阴型公司看其并购价值。 Previously, the companies in the food and beverage industry mainly emphasized their “growth”. Now they have newly developed two opportunities of “improvement” and “merger and acquisition”, further improving the analytical framework previously proposed. In the choice of investment strategy, positive companies to see growth or improvement, negative companies see the value of their mergers and acquisitions.