啤酒股拉升 青岛啤酒股份涨4% 百威亚太涨超3%

格隆汇
27 May

港股啤酒股普遍拉升,其中,青岛啤酒股份涨4%,百威亚太涨超3%,华润啤酒涨2.8%。

消息上,招商证券发布研报称,啤酒销量如期企稳,期待结构恢复。24年啤酒行业旺季销量承压拖累全年业绩表现,主要企业通过增投费用、控制发货等方式主动调节库存,成本红利带动净利率仍有提升。25年行业轻装上阵,Q1销量呈现复苏,业绩也普遍呈现改善趋势。全年维度看,旺季动销改善意义不仅在于销量恢复,低预期、低基数下,现饮渠道消费增加有望带动结构自然恢复。

责任编辑:栎树

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