开源证券04月30日发布研报称,给予青岛啤酒(600600.SH,最新价:74.4元)增持评级。评级理由主要包括:1)需求承压下净利润实现正增长;2)销量有所改善,吨价尚待修复;3)原料价格下降抵消吨价下滑影响,毛利率有所改善;4)销量和份额优先,等待旺季催化。风险提示:成本上涨风险、雨水天气风险、宏观经济放缓风险、食品安全风险。AI点评:青岛啤酒近一个月获得21份券商研报关注,买入12家,增持5...
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