7月29日，华润啤酒盘中上涨3.21%，报24.46港元，成交额1.05亿港元。消息面上，高盛于7月28日发布研报，将华润啤酒目标价调整至35.15港元，维持"买入"评级，该目标价较当前股价仍有逾43%的上行空间。
高盛预测公司上半年收入同比增长2%至245亿元人民币，啤酒业务表现稳健，高端化及市场份额持续提升有助抵消包装材料成本压力。白酒业务受消费情绪疲弱及行业去库存影响，上半年销售料同比跌10%，拖累整体盈利。该行将公司未来三年盈利预测下调3.2%-4%。此外，啤酒板块整体走强，百威亚太涨3.68%，青岛啤酒股份涨1.94%，世界杯赛事期间叠加啤酒旺季需求释放，板块资金关注度提升。
华润啤酒（控股）有限公司是一家主要从事啤酒业务的投资控股公司，主要业务包括啤酒产品的生产、销售及分销。
（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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