异动解读 | 华润啤酒盘中大涨5.84%,新零售渠道布局及花旗看好前景

异动解读
19 Mar

华润啤酒(00291.HK)今日盘中大涨5.84%,引发市场关注。消息面上,公司近期披露的业绩及未来发展战略获得投资者认可,同时花旗维持"买入"评级也提振了投资者信心。

华润啤酒在近期的业绩发布会上表示,公司正积极布局新零售渠道,包括与胖东来、山姆等合作,预计将在2025年一季度逐步呈现成效。此外,公司还与美团旗下歪马送酒达成战略合作,重点布局酒水专营店和闪电仓等新渠道。公司管理层对2025年前景表示乐观,称"值得期待",并透露今年前两个月啤酒销量已呈现单位数增长。

与此同时,花旗发布研报维持华润啤酒"买入"评级,虽然下调目标价至35.6港元,但仍将其视为青睐的中国啤酒股之一。分析师指出,预计中国政府促进消费政策将在今年第二至第三季度为餐饮行业带来正面影响,强化了对消费板块更为正面的看法。

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