华润啤酒（00291）今日盘中大涨5%，引发市场关注。截至发稿，该股报25.9港元，成交额达3.87亿港元。
消息面上，高盛发布研报，给予华润啤酒"买入"评级，12个月目标价33.50港元，较现价有34%上涨空间。高盛表示，公司在近期投资者交流会上分享了积极的业绩展望。管理层观察到今年第二季度至今啤酒销量实现同比正增长，推动2025年至今啤酒销量实现低个位数同比增长。此外，管理层重申2025年实现双位数盈利增长的承诺。
值得注意的是，尽管公司近期宣布董事会主席变动，但分析师普遍认为这不会对公司战略造成重大影响。花旗银行预计华润啤酒在2025年上半年息税前利润将实现低双位数增长，表现将远优于百威亚太中国业务。这些积极因素共同推动了投资者对公司未来发展的信心，促成了今日的股价上涨。
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