港股详情

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华润啤酒

26.060

-0.380-1.44%

成交量：435.75万

成交额：1.13亿

市值：845.39亿

市盈率：21.88

高：26.500

开：26.500

低：25.900

收：26.440

52周最高：29.400

52周最低：23.275

股本：32.44亿

香港流通股本：32.44亿

量比：0.58

换手率：0.13%

股息：1.17

股息率：4.49%

每股收益(LYR):1.191

净资产收益率：8.87%

总资产收益率：4.96%

市净率：2.29

市盈率(LYR):21.88

市销率: 1.94

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 华润啤酒 03月04日卖空量成交640.55万股，卖空比例为21.69%

【券商聚焦】海通国际：中国必选消费行业春播正当时关注两条主线

大摩：升华润啤酒(00291)目标价至36港元料白酒业务续亏损

3月3日港股食物饮品行业沽空数据盘点，农夫山泉、华润啤酒、万洲国际沽空金额位居行业前三

证券之星APP

华润啤酒2026年2月证券变动月报表显示股本稳定

华润啤酒（00291）2026年2月股份变动月报表，股本维持不变

精酿啤酒，2026年延续火爆的底气在哪？

每日卖空追踪 | 华润啤酒 03月02日卖空量成交143.85万股，卖空比例为13.08%

大行评级丨大摩：小幅上调华润啤酒目标价至36港元，维持“增持”评级

纯净水价格战：怡宝失守，娃哈哈上位

财经九号院

百威全球利润大涨16.8%，中国区却下滑11%，如何“赢回来”？

消费方法论

每日卖空追踪 | 华润啤酒 02月27日卖空量成交170.45万股，卖空比例为10.78%

华润啤酒02月27日获主力加仓1018.3万元

【券商聚焦】中信证券：2026年春节酒类销售符预期看好板块修复行情

华润的怡宝困局，要靠雪花啤酒来解？

每日卖空追踪 | 华润啤酒-R 02月25日卖空量成交1000股，卖空比例为14.29%

《大行》大华继显对消费股投资评级及目标价(表)

阿斯达克财经

《大行》大华继显：新春长假消费动能向好首选安踏(02020.HK)润啤(00291.HK)海底捞(06862.HK)百胜中国(09987.HK)

阿斯达克财经

2025年度热点人物 | 赵春武：责任为基的酒业守正者，双轮驱动的破局践行人

2月23日港股食物饮品行业沽空数据盘点，蒙牛乳业、华润啤酒、农夫山泉沽空金额位居行业前三

证券之星APP

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关注两条主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2616075273","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616075273?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 10:28","pubTimestamp":1772591329,"startTime":"0","endTime":"0","summary":"金吾财讯|海通国际发布研报指，中国必选消费行业2月数据呈现结构性改善，5个子行业保持正增长，7个子行业增速环比提升。核心驱动因素包括春节假期效应及居民出行需求释放，餐饮及供应链产品恢复显著。价格方面，高端白酒批价环比回升，液态奶与调味品折扣收窄，但方便食品折扣加大。成本端显示，6类消费品现货成本指数普遍下跌，期货成本指数多数上涨。风险提示房地产复苏缓慢及外贸冲突加剧可能影响行业表现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304103630a4491ed1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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料白酒业务续亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=2616015063","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616015063?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 09:34","pubTimestamp":1772588077,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根士丹利发布研报称，受人民币升值带动，将华润啤酒的目标价由35港元上调至36港元，部分被盈利预测下调所抵销，维持“增持”评级。该行将华润啤酒2025至2027年每股盈利预测下调2%至4%，因白酒业务受需求环境挑战及业务需时重组所影响，加上铝价上升亦影响毛利率。该行预期2025年白酒业务录得亏损，2026年亏损将收窄。该行预期整体经常性净利润在2025及2026年均增长11%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409762.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616636307","title":"3月3日港股食物饮品行业沽空数据盘点，农夫山泉、华润啤酒、万洲国际沽空金额位居行业前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2616636307","media":"证券之星APP","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616636307?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 18:08","pubTimestamp":1772532522,"startTime":"0","endTime":"0","summary":"当日食物饮品行业总体跌1.73%。从沽空金额来看，农夫山泉、华润啤酒、万洲国际沽空金额位居行业前三，分别为1.36亿港元、1.05亿港元、1.03亿港元。从沽空比例来看，农夫山泉、百威亚太、中国旺旺沽空比例位居行业前三，分别为46.15%、38.99%、33.88%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303181942a69d20e2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303181942a69d20e2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00B031HY20.USD","IE00BPRC5H50.USD","LU1720050803.USD","IE00B5MMRT66.SGD","IE0008369823.USD","IE00B29SXG58.USD","BK1589","LU1166156734.SGD","LU1794554557.SGD","BK1578","LU0541501648.USD","LU1023057109.AUD","SG9999001226.SGD","LU0359201612.USD","LU0359202008.SGD","LU0702159699.USD","80291","LU1981816686.USD","LU0173614495.USD","SG9999002950.SGD","SG9999006514.SGD","SGXZ90724238.SGD","BK1604","BK1237","BK1521","SG9999001051.SGD","LU0541502299.USD","00291","IE00B543WZ88.USD","BK1570","IE00B0169L03.USD","CRHKY","09633","IE0031814852.USD","LU1328615791.USD","LU1769817179.HKD","BK1583","SG9999001069.SGD","IE0008368742.USD","LU0328353924.USD","BK1180","00288","LU0274383008.USD","LU0287142896.SGD","LU1769817096.USD","BK1603","BK1200","BK1510","BK1543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616315051","title":"华润啤酒2026年2月证券变动月报表显示股本稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2616315051","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616315051?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 04:08","pubTimestamp":1772482124,"startTime":"0","endTime":"0","summary":"金吾财讯|华润啤酒于2026年3月2日向香港交易及结算所有限公司提交了2026年2月的证券变动月报表。截至2026年2月28日，华润啤酒的已发行股份总数为3,244,176,905股，与上月底结存的股份数目相同，库存股份为0。总体来看，华润啤酒在2026年2月的股本结构保持稳定，未发生任何变动，且已确认符合公众持股量的要求，显示出公司在资本市场的稳健运行。华润啤酒的这一举动体现了其对资本市场的透明度和责任感，为投资者提供了明确的信息。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303042628a4434b20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:12","pubTimestamp":1772446329,"startTime":"0","endTime":"0","summary":"华润啤酒(控股)有限公司（股票代码：00291）于2026年3月2日发布2026年2月股份变动月报表。报告显示，截至2026年2月28日，公司已发行普通股总数为3,244,176,905股，库藏股为0股，合计股本数量与上月保持一致，期间未有新增发行或购回活动。\n公司另披露其多柜台证券代号80291（人民币计价）仍与港币计价股份保持同一股本结构。报告期内，无期权、股权激励、可换股债券或其他协议所导致的股份变动或注销行为。\n公司声明已符合香港联合交易所有限公司的公众持股量要求。本次公告由公司秘书梁伟强呈交。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616564053","title":"精酿啤酒，2026年延续火爆的底气在哪？","url":"https://stock-news.laohu8.com/highlight/detail?id=2616564053","media":"酒传社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616564053?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 18:06","pubTimestamp":1772445967,"startTime":"0","endTime":"0","summary":"2026年春节前夕，中国高端精酿代表品牌冠军啤酒再度断货。该品牌自2025年3月上市以来，不足一年内已两度出现供货紧张的状况。啤酒品类的边界，正在被持续拓宽。NO ·5精酿啤酒的增量空间，不止于圈层2026年精酿啤酒行业的增量空间，集中在五个方向：下沉市场、中式精酿、即时零售、区域特色、产业整合。2026年，精酿啤酒已不再局限于特定圈层。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302184047a441d410&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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03月02日卖空量成交143.85万股，卖空比例为13.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616150953","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616150953?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 16:30","pubTimestamp":1772440212,"startTime":"0","endTime":"0","summary":"华润啤酒北京时间03月02日，跌1.52%，卖空量成交143.85万股，较上一交易日减少61.06%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163112a4414bc4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163112a4414bc4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1583","IE00BPRC5H50.USD","LU1023057109.AUD","80291","IE00B0169L03.USD","IE0008368742.USD","IE00B031HY20.USD","IE0031814852.USD","LU1769817179.HKD","LU0328353924.USD","BK1589","BK1521","LU1328615791.USD","BK1604","BK1578","BK1510","LU1769817096.USD","LU1794554557.SGD","LU0359202008.SGD","CRHKY","SG9999006514.SGD","IE00B543WZ88.USD","BK1180","LU0359201612.USD","00291","IE00B29SXG58.USD","IE00B5MMRT66.SGD","IE0008369823.USD","BK1570","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616895753","title":"大行评级丨大摩：小幅上调华润啤酒目标价至36港元，维持“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2616895753","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616895753?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 15:57","pubTimestamp":1772438221,"startTime":"0","endTime":"0","summary":"摩根士丹利将华润啤酒2025至2027年每股盈利预测下调2%至4%，因白酒业务受需求环境挑战及业务需时重组所影响，加上铝价上升亦影响毛利率。该行大致维持对啤酒业务的销售及经营溢利增长预测，并预期持续的效率提升以及喜力啤酒的占比增加，将有助抵销原材料成本上升所带来的影响。\r\n\r\n　　该行预期啤酒业务销售在2025及2026年将分别增长2%及3%，经营利润率扩张将带动经常性经营溢利分别增长10%及7%；预期2025年白酒业务录得亏损，2026年亏损将收窄。受人民币升值带动，该行将华润啤酒的目标价由35港元上调至36港元，部分被盈利预测下调所抵销，维持“增持”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260302/32037527.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614381861","title":"纯净水价格战：怡宝失守，娃哈哈上位","url":"https://stock-news.laohu8.com/highlight/detail?id=2614381861","media":"财经九号院","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614381861?lang=zh_cn&edition=fundamental","pubTime":"2026-02-28 14:48","pubTimestamp":1772261301,"startTime":"0","endTime":"0","summary":"显然，从市场占有率来看，包装水激烈市场竞争中的此消彼长，可以说是“怡宝跌倒，娃哈哈吃饱”，而处于行业领先地位的农夫山泉则处于艰难守擂态势。这种同品类、同价格带的正面交锋，使得二者陷入价格内卷，最终导致怡宝份额收缩，而娃哈哈则趁机抢占市场份额也就不奇怪了。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228145851a7299e26&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228145851a7299e26&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE0008368742.USD","BK1583","BK1200","IE00B29SXG58.USD","02460","BK1570","LU0359202008.SGD","BK1578","09633","LU1769817179.HKD","IE00BPRC5H50.USD","LU0359201612.USD","80291","IE0031814852.USD","LU1023057109.AUD","LU1794554557.SGD","SG9999006514.SGD","LU1328615791.USD","IE0008369823.USD","LU1720050803.USD","BK1180","BK1521","BK1510","IE00B0169L03.USD","LU1769817096.USD","CRHKY","00291","BK1589","BK1604","IE00B543WZ88.USD","LU0328353924.USD","IE00B031HY20.USD","IE00B5MMRT66.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614863917","title":"百威全球利润大涨16.8%，中国区却下滑11%，如何“赢回来”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614863917","media":"消费方法论","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614863917?lang=zh_cn&edition=fundamental","pubTime":"2026-02-27 19:49","pubTimestamp":1772192984,"startTime":"0","endTime":"0","summary":"同日发布的百威亚太年报显示，公司2025年收入57.64亿美元，同比减少6.1%；股权持有人应占溢利4.89亿美元，同比骤降32.6%。作为核心引擎的中国市场，全年收入大跌11.3%，销量下滑8.6%，每百升收入也减少3.0%。这已是百威亚太连续第四年净利润下滑，且中国市场已是连续第二年双位数下滑。百威在中国市场的崛起，高度依赖夜场、高端餐饮等“即饮渠道”。百威亚太明确表示，2026年将继续投资即时零售，与美团等主流平台深度合作。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227211238a726fa2d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227211238a726fa2d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0029875118.USD","BK1180","SG9999000459.SGD","LU0762541174.USD","LU0543330483.HKD","01876","LU0672654166.SGD","LU0831093199.SGD","BK1589","BK1578","BK1604","LU0762542818.HKD","LU0762540952.USD","LU0197773673.USD","SG9999001903.USD","00291","LU0320764755.SGD","LU0128522157.USD","LU0630378429.USD","LU0197773160.USD","LU0630378692.HKD","BK1510"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614818610","title":"每日卖空追踪 | 华润啤酒 02月27日卖空量成交170.45万股，卖空比例为10.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614818610","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614818610?lang=zh_cn&edition=fundamental","pubTime":"2026-02-27 16:30","pubTimestamp":1772181011,"startTime":"0","endTime":"0","summary":"华润啤酒北京时间02月27日，涨0.51%，卖空量成交170.45万股，较上一交易日减少52.05%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227163044a725ef52&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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16:15","pubTimestamp":1772180158,"startTime":"0","endTime":"0","summary":"02月27日, 华润啤酒股价涨0.51%，报收27.60元，成交金额4.3亿元，换手率0.49%，振幅2.11%，量比1.46。华润啤酒今日主力资金净流入1018.3万元，上一交易日主力净流入7389.3万元。该股近5个交易日上涨9.08%，主力资金累计净流入6429.4万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入3.3亿元，其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227162039a725e3e9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227162039a725e3e9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1720050803.USD","80291","LU1794554557.SGD","BK1589","LU1769817179.HKD","CRHKY","LU1023057109.AUD","BK1180","BK1578","IE0031814852.USD","IE00B29SXG58.USD","LU0328353924.USD","IE00BPRC5H50.USD","BK1521","LU0359201612.USD","LU1769817096.USD","00291","IE00B5MMRT66.SGD","BK1604","IE0008369823.USD","IE00B543WZ88.USD","IE00B031HY20.USD","IE0008368742.USD","BK1583","LU0359202008.SGD","BK1510","IE00B0169L03.USD","BK1570","SG9999006514.SGD","LU1328615791.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614226065","title":"【券商聚焦】中信证券：2026年春节酒类销售符预期 看好板块修复行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2614226065","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614226065?lang=zh_cn&edition=fundamental","pubTime":"2026-02-26 08:40","pubTimestamp":1772066459,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，2026年春节延续了过去2-3年春节的特征：一方面消费者对于品牌的认知度大幅度提升，名酒销售情况明显优于腰部以下品牌；另一方面白酒全年销售更集中在春节旺季，春节后动销有望逐步平稳化。全年看，坚实的春节是2026年平稳动销的基础。考虑到白酒行业已经调整多年，白酒行业处于长期周期底部、低市场预期和低持仓的背景下，任何边际向好的改善预计都将大幅提振板块的投资情绪，该机构看好白酒板块修复行情。建议逢低增配白酒行业。该机构预计2026年啤酒行业将在底部位置温和复苏，行业整体为量稳价增的趋势，建议关注结构升级战略执行坚定、渠道控制力强、具备品牌溢价能力的行业龙头。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975506","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1997245094.SGD","IE00B543WZ88.USD","BK1604","LU1064131003.USD","LU0405327148.USD","LU0359201612.USD","LU1769817096.USD","BK1521","IE00B29SXG58.USD","BK0028","BK1516","LU1997244956.HKD","IE00B5MMRT66.SGD","LU1064130708.USD","BK0012","IE0008369823.USD","LU1255011170.USD","LU2289578879.USD","BK1583","IE00B031HY20.USD","LU0405327494.USD","LU1655091616.SGD","IE00B0169L03.USD","IE0008368742.USD","LU1997245177.USD","BK1510","06030","LU0359202008.SGD","LU2495084118.USD","BK1147","LU0328353924.USD","LU1720050803.USD","06979","BK1180","IE00BPRC5H50.USD","LU1769817179.HKD","LU1794554557.SGD","600030","CRHKY","LU1328615791.USD","BK1578","LU1023057109.AUD","BK1589","80291","SG9999006514.SGD","BK0188","BK1192","IE0031814852.USD","BK0196","00291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614099388","title":"华润的怡宝困局，要靠雪花啤酒来解？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614099388","media":"去消费pro","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614099388?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 21:57","pubTimestamp":1772027863,"startTime":"0","endTime":"0","summary":"而华润饮料目前这盘困局的解药，或许并不在饮料行业内部，而在华润集团的另一张王牌啤酒手里。华润饮料最好的盟友，其实就坐在自家院子里——华润啤酒。华润旗下雪花啤酒掌控着超过200万家餐饮终端，在烧烤摊、夜市、大排档这些充满烟火气的地方有着绝对优势。对于同样面临增长瓶颈的华润啤酒来说，拥抱饮料也是一场自我救赎。华润集团并不缺乏整合的基因，当年雪花啤酒的全国化正是得益于集团强有力的统筹。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225224255a4c7af79&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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02月25日卖空量成交1000股，卖空比例为14.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614340066","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614340066?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008248,"startTime":"0","endTime":"0","summary":"华润啤酒-R北京时间02月25日，涨0.58%，卖空量成交1000股，较上一交易日增加100%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225163641a71d5d67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:38","pubTimestamp":1772005080,"startTime":"0","endTime":"0","summary":"沽空资料截至 2026-02-25 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)相关内容《大行》大和：内地农历新年假期消费表现鼓舞  荐古茗百胜中国农夫山泉等AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828120220146_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828120220146_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1504811/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1504811/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0259732245.USD","LU0862451837.USD","BK1200","LU0417516571.SGD","LU1813983027.USD","01928","LU1880383366.USD","BK1500","BK1583","BK1616","02331","LU1655091616.SGD","06690","LU1831875114.USD","02020","LU0228659784.USD","00291","IE00BGV7N243.SGD","02319","HK0000288784.HKD","82020","CRHKY","LU0348805143.USD","02313","BK1578","BK1233","LU1188198961.HKD","80291","06862","ANPDY","LU0762540952.USD","01876","82331","LU1119993845.HKD","09987","LU0762542818.HKD","01368","IE00BZ08YS42.EUR","LU0463099449.HKD","LU1102505929.USD","01364","LNNGY","BK1557","00168","00027","LU0868486357.SGD","SG9999002828.SGD","IE00B543WZ88.USD","09633","LU1769817179.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614770611","title":"《大行》大华继显：新春长假消费动能向好 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15:35","pubTimestamp":1772004900,"startTime":"0","endTime":"0","summary":"该行看好出现初步复苏、涉及中国结构性消费增长动力、获潜在政策支持及存在海外增长机遇的行业，包括餐饮、服务及体验式消费等，首选安踏、华润啤酒、中国中免、海底捞、美的集团及百胜中国，全数给予“买入”评级，并对国内消费行业维持“增持”评级。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1504816/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1504816/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0594300179.USD","LU0605514214.HKD","IE00BQXX3F31.USD","LU1794554557.SGD","LU1328615791.USD","BK1180","LU1023057109.AUD","LU0359201612.USD","IE00B031HY20.USD","IE00B5MMRT66.SGD","LU0463099449.HKD","09987","IE00B543WZ88.USD","LU1769817179.HKD","IE00BPRC5H50.USD","LU0320764599.SGD","BK1589","LU1831875114.USD","82020","LU0048597586.USD","BK1512","LU2177674079.SGD","IE00BQXX3D17.EUR","SG9999006514.SGD","LU0359202008.SGD","IE00BGV7N243.SGD","06862","BK1502","LU2488822045.USD","IE0034224299.USD","LU0650527681.SGD","ANPDY","IE0008369823.USD","BK1521","LU1769817096.USD","LU2279701549.SGD","CRHKY","LU0052750758.USD","IE00BQXX3C00.GBP","BK1510","LU0823426308.USD","LU2008162690.USD","LU0251143458.SGD","BK1233","LU2039709279.SGD","LU0326950275.SGD","02020","80291","00291","IE0031814852.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614555098","title":"2025年度热点人物 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00:27","pubTimestamp":1771864055,"startTime":"0","endTime":"0","summary":"当日食物饮品行业总体涨1.3%。从沽空金额来看，蒙牛乳业、华润啤酒、农夫山泉沽空金额位居行业前三，分别为1.16亿港元、4359.33万港元、4302.34万港元。从沽空比例偏离度来看，沪上阿姨、巨星传奇、IFBH沽空比例偏离度位居行业前三，分别为990.27%、793.59%、404.33%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224004213a4bf93a9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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