智通财经APP获悉，啤酒股普涨，截至发稿，华润啤酒(00291)涨3.14%，报27.95港元；百威亚太(01876)涨1.68%，报8.47港元；青岛啤酒股份(00168)涨1.31%，报54.25港元。
东吴证券发布研报指出，25Q1年啤酒板块营收200.43亿元，同比+3.68%，归母净利润25.19亿元，同比+10.62%，2025年一季度呈现恢复性增长。从进攻层面上看，一方面经营节奏支撑量价表现回暖，25Q1销量表现稳健，25Q2、25Q3进入低基数阶段，销量节奏有望边际向好，同时中高档品类升级的大逻辑仍将持续兑现，经营层面量价边际提速可期；另一方面，当前餐饮修复节奏仍相对缓慢，期待政策加力支持餐饮渠道更快修复，对啤酒量价形成正向支撑。
中信证券此前发布研报称，服务消费一直是促消费政策的重要抓手，从供给端而言，服务消费仍有扩容升级空间，从需求端而言，居民在服务消费上的倾向更高，服务消费本身处于相比商品消费的更高增长阶段。在扩内需政策预期升温的背景下，市场将服务消费作为重点支持的预期方向之一。
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