智通财经APP获悉，啤酒股延续上涨趋势，截至发稿，百威亚太(01876)涨3.88%，报8.29港元；青岛啤酒股份(00168)涨1.72%，报56.15港元；华润啤酒(00291)涨0.58%，报25.8港元。
东方证券发布研报指出，自3月啤酒进入低基数以来，4月啤酒行业量增环比加速，进入备货旺季，验证前期观点。其中，百威亚太受管理层更迭、传统具有优势的夜场渠道受损等影响，在广东等区域持续让出份额，华润啤酒的喜力以及珠江啤酒的97纯生等受益竞对调整，25年以来表现好于预期。
东吴证券表示，大众需求韧性、供给升级引导，啤酒行业量价具备较强支撑。一是宏观层面，中等收入人群可支配收入增速明显更快，核心省区社零及餐饮表现明显好于上海、北京等高线地区，均表明大众消费力具备较强韧性，对卡位主流大众价位的啤酒需求形成更好支撑。二是产业层面，一方面啤酒行业经历了去年的主动去库后轻装上阵，当前库存水平处于相对低位；另一方面，啤酒龙头升级大单品增势延续。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.