智通财经APP获悉，百威亚太(01876)尾盘跌超6%，截至发稿，跌6.04%，报8.09港元，成交额4.35亿港元。
摩根大通此前发布研报称，百威亚太首季销售额及盈利分别按年下跌11%及19%，与市场预期大致相符，撇除汇兑因素后销售额及EBITDA按年下跌7.5%及11.2%，中国市场受到渠道去库存压力以及餐饮渠道表现疲软影响，而韩国市场表现较佳。小摩预测百威中国区销量在2025年第二季度仍将继续下跌，要到第三季度才会转正。
华创证券指出，面对中国区经营挑战，新管理层加强非现饮及次高端布局，并对百威品牌进行焕新升级，调整态度积极务实。但考虑到短期消费情绪依然偏弱，以及公司库存管理动作预计Q2仍将延续，预计中国业务短期仍有压力。韩国方面，考虑到25Q1销量增长部分归功于提前提货，且25Q2基数逐步走高，预计销量增长或将放缓，但提价对吨价的正向带动或有望逐步兑现。
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