华润啤酒2025年中期策略会速递-龙头优势夯实,积极把握新趋势

华泰证券
06 Jun

公司于6月5日受邀参加 华泰证券 2025年中期策略会,会上对市场关心的啤白业务发展进行沟通,啤酒业务反馈积极,公司当前维持低库存健康运营,此外积极开发定制化/鲜啤/精酿等新产品,拓展到家/会员制商超等新渠道,在传统业务夯实的基础上积极把握新消费趋势,利润端受益于成本红利/费效提升有望实现较好表现;白酒业务受宏观政策等因素影响,当前仍在调整期,但整体经营风险可控。经营端:龙头优势持续巩固,积极把握...

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