高盛发表研究报告，对中国啤酒行业短期内持谨慎态度，并下调行业今年销量及均价增长预测至0.3%，对比此前预测为增长0.5%及1.1%，以反映当局于5月出台反奢靡政策对餐饮业的冲击。但高盛相信政策影响将于2026年逐步正常化，届时行业价值增幅可回升至2.1%。高盛指，今年上半年啤酒企业表现分化，华润啤酒(00291.HK) 等透过成本效益实现10%至11%经常性EBIT增长，但6月起行业月度增速普遍...
Source Link高盛发表研究报告，对中国啤酒行业短期内持谨慎态度，并下调行业今年销量及均价增长预测至0.3%，对比此前预测为增长0.5%及1.1%，以反映当局于5月出台反奢靡政策对餐饮业的冲击。但高盛相信政策影响将于2026年逐步正常化，届时行业价值增幅可回升至2.1%。高盛指，今年上半年啤酒企业表现分化，华润啤酒(00291.HK) 等透过成本效益实现10%至11%经常性EBIT增长，但6月起行业月度增速普遍...
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