华润啤酒（00291）今日盘中大涨5%，引发市场广泛关注。截至发稿，该股报25.9港元，成交额达4.332亿港元。
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，华润啤酒管理层观察到今年第二季度啤酒销量实现同比正增长，预计2025年全年高端/次高端产品销量增速将提升至高个位数至双位数。此外，公司重申2025年将实现双位数盈利增长。
花旗也对华润啤酒保持乐观态度，预计公司2025年上半年息税前利润将实现低双位数增长，表现远优于百威亚太中国业务。虽然公司近期宣布董事会主席变动，但分析师认为这不会对公司策略造成重大改变，并未影响对其未来可持续增长的信心。多家券商的积极评级提振了投资者信心，推动股价上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.