智通财经APP获悉，啤酒股逆市上扬，截至发稿，华润啤酒(00291)涨2.39%，报26.58港元；百威亚太(01876)涨2.29%，报7.24港元；青岛啤酒股份(00168)涨1.38%，报51.38港元。
消息面上，近日，中央广播电视总台与国际足球联合会共同宣布，就国际足联世界杯新周期版权合作达成共识。据悉，2026年国际足联世界杯将于北京时间6月12日至7月20日在美国、加拿大与墨西哥三国联合举办。国投证券认为，预计本届世界杯在比赛规模更大，比赛时间处于啤酒消费的夏季旺季的背景下，对啤酒行业整体消费的促进效果将好于上一届世界杯。叠加去年同期国内“禁酒令”政策导致的啤酒餐饮消费低基数，预计今年旺季啤酒消费复苏可期。
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