智通财经APP获悉，啤酒股午后跌幅扩大，截至发稿，百威亚太(01876)跌5.47%，报8.29港元；青岛啤酒股份(00168)跌5.06%，报49.7港元；华润啤酒(00291)跌4.04%，报26.15港元。
消息面上，2025年6月，我国规模以上企业啤酒产量412.0万千升，同比下降0.2%。1-6月，中国规模以上企业累计啤酒产量1904.4万千升，同比下降0.3%。东莞证券指出，禁酒令发布后，短期市场情绪放大，啤酒亦受到一定扰动。纠偏后，近期市场情绪有所回暖。目前，属于啤酒消费旺季，叠加我国消费政策定调积极，预计啤酒需求或边际改善。
此外，7月30日中央政治局召开会议，方正证券指出，本次政治局会议着力强调扩大内需，以民生为抓手。此前啤酒行业受外部消费环境+禁酒令等影响，销量&销量预期承压。此次消费刺激政策有望修复对啤酒板块旺季表现的预期。
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