金吾财讯 | 啤酒股走高，百威亚太（01876）涨3.88%，青岛啤酒股份（00168）涨2.17%，华润啤酒（00291）涨1.39%。国金证券表示，啤酒需求疲软&多雨影响26Q2业绩兑现，关注稳健生息价值。目前行业景气度持续底部企稳，行业竞争格局稳定；中期餐饮修复仍可期待，前期基本面预期回落已使得板块估值有明显下修。参考一致预期、目前啤酒酒企26EPE普遍在15~17X区间，考虑相对不错的股息水平，建议持续关注。
金吾财讯 | 啤酒股走高，百威亚太（01876）涨3.88%，青岛啤酒股份（00168）涨2.17%，华润啤酒（00291）涨1.39%。国金证券表示，啤酒需求疲软&多雨影响26Q2业绩兑现，关注稳健生息价值。目前行业景气度持续底部企稳，行业竞争格局稳定；中期餐饮修复仍可期待，前期基本面预期回落已使得板块估值有明显下修。参考一致预期、目前啤酒酒企26EPE普遍在15~17X区间，考虑相对不错的股息水平，建议持续关注。
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