智通财经APP获悉，青岛啤酒股份(00168)跌近3%，截至发稿，跌2.56%，报40.4港元，成交额1.52亿港元。
消息面上，里昂发布研报指出，今年夏季旺季已接近尾声，目前啤酒销量跌幅高过预期，短期内缺乏催化剂，加上8月铝价及大麦分别按年升15.9%及8.2%，对青岛啤酒及华润啤酒给予“跑赢大市”评级。
业绩端，美银证券表示，青岛啤酒第二季业绩因销量疲软而低于预期。公司上半年收入/纯利年度同比分别-4.1%及+0.4%，第二季分别-6.7%/-3.4%。次季销量低于预期，主要由于天气不利、餐饮渠道疲弱，以及青岛啤酒有意淡化低端产品。
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