海通国际发布青岛啤酒研报

每日经济新闻
Nov 06, 2023

海通国际11月06日发布研报称,给予青岛啤酒(600600.SH,最新价:80.65元)优于大市评级。评级理由主要包括:1)基数压力下销量下滑,价增贡献主要增量;2)成本压力逐季改善,费率可控盈利提升;3)投资建议及盈利预测。风险提示:需求恢复缓慢、居民消费力下降、原材料价格再次上涨。AI点评:青岛啤酒近一个月获得18份券商研报关注,买入15家,增持2家,平均目标价为112.27元,与最新价...

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