金吾财讯 | 百威亚太(01876)盘中涨逾3%，截至发稿，最新报7.96港元，涨幅3.78%，成交额9363.65万港元。消息面上，百威亚太将于今日(5月4日)发布26年一季度财报，此前市场机构预计公司2026Q1将实现营收14.83亿美元，同比增加1.52%；每股收益0.01美元，同比减少37.5%。此外，中信建投证券最新研究指，2026Q1啤酒板块基金重仓市值为47.87亿元，环比2025Q4上升15.38%；基金重仓持仓比例为0.1％，环比提升0.02pcts；超配比例为-0.05%，环比提升0.02pcts。啤酒行业因25年餐饮基数较低，同时受益CPI逐步企稳，叠加26年世界杯带动，餐饮链复苏有望带动啤酒现饮消费。啤酒行业处于资本开支末期，华润、青啤等分红比例仍有提升空间，重啤、百威(亚太)分红率在100%左右，红利属性突出。
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