智通财经APP获悉，啤酒股集体下跌，截至发稿，华润啤酒(00291)跌5.57%，报22.38港元；百威亚太(01876)跌3.41%，报6.79港元；青岛啤酒股份(00168)跌2.51%，报48.1港元。
消息面上，美加墨世界杯开幕，市场期待啤酒行业迎来旺季。但有业内人士表示，世界杯目前在国内热情不高，实际拉动效应不宜高估。主要因为美加墨世界杯约70%的比赛集中在北京时间凌晨至上午时段，与往届世界杯“深夜黄金档”的观赛习惯错位。
长江证券指出，从2026年表现来看，因餐饮仍处于弱复苏状态，经销商信心尚未完全恢复，1-2月春节错期开门红后，3-4月啤酒行业数据逐步走弱，啤酒板块表现首次在世界杯赛前跑输沪深300。行业结构升级放缓后，啤酒销量成为检验产业逻辑的核心指标，啤酒板块仍需要观察到销量持续修复才能提振板块信心，关注下半年低基数阶段表现。
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