金吾财讯 | 华润啤酒（00291）股价走低，截至发稿，报23.6港元，跌3.83%，成交额7626.19万港元。消息面上，高盛近日研报指，预测华润啤酒今年上半年收入按年增长2%至245亿元人民币，经常性净利润预期下跌2%至53亿元人民币，纯利则预期下跌9%至52.9亿元人民币。改行只，期内啤酒业务表现稳健，啤酒业务在第二季面对包装材料成本压力及营销开支增加，但高端化及市场份额持续提升有助抵销相关影响。白酒业务则拖累盈利表现，受消费情绪疲弱及行业去库存持续影响，上半年白酒销售料按年跌10%，经营亏损较去年同期扩大。因应啤酒业务及白酒业务预测调整，高盛将华润啤酒2026至2028年收入预测上调最多1%，并盈利预测下调3.2%、3.5%及4%，目标价由36.45港元下调至35.15港元，维持“买入”评级。
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