异动解读|华润啤酒盘中下跌3.02%,啤酒板块集体走弱叠加中期业绩预期承压

行情直击
Jul 31

7月31日,华润啤酒盘中下跌3.02%,报23.58港元,成交额4518.99万港元。啤酒板块今日集体走弱,百威亚太跌4.82%,青岛啤酒股份跌4.45%,香港生力啤跌2.83%。

消息面上,高盛于7月28日下调华润啤酒目标价至35.15港元,预测公司上半年纯利同比下跌9%至52.9亿元人民币,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。此外,华润集团原副总经理韩嵩近日被"双开",虽与啤酒业务无直接关联,但短期对华润系市场情绪形成一定扰动。

(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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