* 中国华润啤酒0291.HK周二早盘高开3.6%，随后涨幅扩大至6.4%，报25.56港元。
* 花旗在报告中表示，将华润啤酒目标价从38港元上调至39.8港元，该公司2025年核心净利润增长20%至57.24亿元人民币，较花旗预测的51.36亿元人民币高出11%，主要因为2025年下半年啤酒业务表现超预期。
花旗并指，管理层观察到，2025年下半年至2026年一季度，中国休闲餐饮行业逐步复苏，并预计复苏势头将在二季度（中国啤酒消费旺季）延续。华润啤酒计划进一步提升股东现金回报，目标将派息率（剔除一次性项目）从2025年的53%提高至未来60-70%。
* 华润啤酒今年迄今跌4.9%，同期恒生指数.HSI下滑3.8%。
* 恒生综合行业指数 - 必需性消费.HSCICS盘中一度升2.2%。（完）
更多股市简讯请点选CN-CMN-HOT
(发稿 徐凯文；审校 吴云凌)
((kaiwen.xu@thomsonreuters.com))
Disclaimer: 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.