投资要点■25H1收入表现稳健，利润双位数增长。2025年上半年啤酒行业收入延续稳健增长，同时升级韧性、成本红利兑现带动利润双位数增长。剔除基数影响来看，一季度虽吨价仍表现偏弱，但销量呈现恢复性增长，二季度受政策阶段性冲击，销量表现环比走弱。具体来看，25H1啤酒板块营收415.34亿元，同比+2.75%，归母净利润65.12亿元，同比+11.81%。分季度来看，25Q1/25Q2啤酒板块营收分别...
Source Link投资要点■25H1收入表现稳健，利润双位数增长。2025年上半年啤酒行业收入延续稳健增长，同时升级韧性、成本红利兑现带动利润双位数增长。剔除基数影响来看，一季度虽吨价仍表现偏弱，但销量呈现恢复性增长，二季度受政策阶段性冲击，销量表现环比走弱。具体来看，25H1啤酒板块营收415.34亿元，同比+2.75%，归母净利润65.12亿元，同比+11.81%。分季度来看，25Q1/25Q2啤酒板块营收分别...
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