近日我们参加青岛啤酒年度分析师及投资者交流会。此次交流会是新总裁上任后面向市场的首次公开交流,新总裁表达了对于公司后续发展的信心。本次交流会的要点及我们的评论如下:啤酒行业需求趋于多元化,对啤酒企业产品创新的要求提升。近年来消费者更加追求高端化、健康化、个性化、场景化、质价比。2024 年下半年开始,我们观察到头部啤酒企业加快产品创新与渠道模式创新力度,例如推出低醇/无醇类啤酒、高品质精酿啤酒,并...
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