金吾财讯 | 华润啤酒(00291)股价走高，截至发稿，涨6.14%，报30.25港元，成交额13.44亿港元。消息面上，华润啤酒公布，截至2024年12月31日止年度，公司股东应占溢利47.39亿元(人民币，下同)，同比减少8.03%；每股基本盈利1.46元。拟派末期股息每股0.387元，全年派息总额0.76元。期内营业额386.35亿元，同比减少0.76%；毛利164.75亿元，同比增长2.31%。受益于啤酒和白酒业务高端化战略的持续发展，去年毛利率同比上升1.2个百分点至42.6%，创近五年新高。花旗指出，中国政府促进消费政策预期可于今年第二至第三季为餐饮行业带来正面作用，强化了该行对消费板块更为正面的看法，华润啤酒管理层亦对今年前景感到乐观，表示观察到首两个月消费者信心有所恢复，休闲餐饮场所店内消费趋于稳定。摩根士丹利表示，华润啤酒今年首两个月的正面销售增长及毛利扩张，管理层对今年业务进一步改善表示更积极。 该行指，啤酒高端化依然为主要动力，加上提高对经营效率的关注，有助今年盈利增长较好。
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