异动解读|百威亚太盘中下跌3.01%,世界杯拉动效应低于预期啤酒板块持续承压

行情直击
Jun 18

6月18日,百威亚太盘中下跌3.01%,报6.45港元/股,成交额3794.9万港元。所在啤酒酿造商行业延续弱势,华润啤酒跌1.81%,青岛啤酒股份跌1.66%,华润啤酒-R跌1.47%,香港生力啤跌0.83%。

消息面上,美加墨世界杯虽已开幕,但市场对啤酒消费拉动效应预期明显降温。业内人士指出,本届世界杯约70%比赛集中在北京时间凌晨至上午时段,传统"烧烤+啤酒+熬夜看球"的消费链条几乎被打断,实际拉动效应不宜高估。长江证券指出,餐饮仍处于弱复苏状态,3-4月啤酒行业数据逐步走弱,啤酒板块首次在世界杯赛前跑输沪深300,销量持续修复仍是提振板块信心的核心指标。此外,百威亚太中国市场销量已连续两年下滑,虽一季度降幅环比收窄,但基本面压力犹存。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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