海通国际发布青岛啤酒研报

每日经济新闻
Apr 01, 2024

海通国际04月01日发布研报称,给予青岛啤酒(600600.SH,最新价:83.37元)优于大市评级。评级理由主要包括:1)销量承压同比转负,结构升级趋势不减;2)毛利带动净利率上行,分红比例大幅提升。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20份券商研报关注,买入16家,增持2家,平均目标价为106.88元,与最新价83.37元相比,高23.51...

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