金吾财讯 | 啤酒股向好，百威亚太(01876)涨3.57%，华润啤酒(00291)涨2.14%。根据海关总署数据，4月我国出口啤酒6,279万升，同比增长17.8%，出口金额3.05亿元，同比增长14.9%；1-4月出口量23.406万升，同比增长8.8%，出口金额11.45亿元，同比增长9.9%。另据厦门海关统计，1—4月福建省累计出口啤酒2.84亿元，同比增长4.3%，占同期全国啤酒出口总值的24.5%，出口值位居全国首位。中信证券指出，啤酒板块往后看，基数的持续走低叠加旺季催化有望为啤酒企业带来可观的业绩增长，看好渠道能力突出、具备品牌基础的企业更快实现业绩兑现。
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