大摩:华润啤酒(00291)喜力持续强劲-买入-目标价34港元摩根士丹利考察关键要点啤酒业务最新情况:公司在 4 - 5 月实现销量正增长,与 2025 年 1 - 5 月的销售趋势一致。白酒业务最新情况:管理层预计,由于需求疲软且基数较高,今年白酒业务收入仍将面临压力。公司会努力避免亏损和减值。利润率:公司仍受益于原材料方面的有利因素,助力毛利率提升超 1 个百分点,同时通过 “三精” 举措...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.