异动解读 | 华润啤酒中期业绩亮眼,股价盘中大涨5.11%

异动解读
Aug 19

华润啤酒(00291)今日盘中大涨5.11%,引起市场广泛关注。股价上涨主要受公司发布的2025年中期业绩报告推动。

根据公司公告,华润啤酒2025年上半年实现营业额239.42亿元人民币,同比增长0.83%;公司股东应占溢利57.89亿元人民币,同比大幅增长23.04%。每股基本盈利1.78元人民币,公司拟派发中期股息每股0.464元人民币,较去年同期增长24.4%。

业绩增长主要得益于公司啤酒业务高端化战略的持续推进和原材料采购成本的节约。2025年上半年,公司毛利率同比上升2.0个百分点至48.9%,创历史新高。啤酒业务方面,销量同比增长2.2%至64.87亿升,其中高端产品表现尤为亮眼,"喜力"、"老雪"和"红爵"等品牌均实现显著增长。白酒业务虽面临行业调整,但大单品"摘要"仍贡献了接近八成的白酒业务营业额。这些因素综合推动了公司业绩的强劲增长,激发了投资者的信心,推动股价上涨。

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