百威亚太等啤酒股:4月产量增,旺季消费可期

和讯网
09 Jun

国家统计局数据显示,2025年1-4月,中国规模以上企业累计啤酒产量1144.0万千升,同比下降0.6%。其中,4月产量289.6万千升,同比增长4.8%,板块销量持续复苏。 24年10月起,上海、杭州等地陆续推出餐饮消费券,3月北京也发放了餐饮消费券。啤酒消费有望重启量价复苏,6 - 8元价格带结构升级仍在进行。行业库存低位,后续回暖可期。 啤酒行业处于资本开支末期,青啤等分红比例有提升空间。...

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