摩根大通发布研报称，华润啤酒（00291）上半年销售及盈利分别同比升0.8%及23%，经调整后息税前利润同比升11.3%，略胜市场预期。正面惊喜为在啤酒业务的除利息、税项、折旧及摊销前利润率扩张3.4个百分点。未来五年，华润啤酒将继续致力于啤酒高端化和利润率的提升。该行将其目标价由40港元上调至41港元，维持其“增持”评级。
该行料，集团今年销售、经调整后息税前利润及纯利分别上升1.1%、11%及26%，在2025至2027年复合年增长率将分别达到3.5%、12%、6%。该行料，集团今年每股派息同比升26%至0.96元人民币，这意味着收益率为3.7%，集团未来或会逐步提高派息率至60%。
责任编辑：史丽君
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