前言：25Q1季度，青岛啤酒实现营业收入104亿元，同比+2.91%；归属母净利润17.1亿元，同比+7%，整体经营表现符合预期。本次轻微修正公司收入，维持利润不变，按目前55港币价格测算，2024/2025E对应市盈率16/14.8倍，股息率分别为4.28%/4.71%。从历史数据看啤酒企业永续经营特征明显，能够很好的人均收入水平，头部企业高度集中度也有利于行业整体走向良性发展，且啤酒的消费单价...
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