美银证券发表报告指，下调华润啤酒(00291.HK) 2026及2027年每股盈利预测分别15%及14%，以反映第三季料偏软、中国宏观不确定性及持续成本压力，并将目标价由29.1元下调至26.6元，重申“买入”评级。该行预期2026年核心纯利按年双位数下跌至约47亿元人民币，啤酒收入低个位数下跌，白酒收入跌逾20%，毛利率侵蚀逾1个百分点，主因铝成本上升及产量下跌拖累产能利用率。该行认为2027年...
Source Link美银证券发表报告指，下调华润啤酒(00291.HK) 2026及2027年每股盈利预测分别15%及14%，以反映第三季料偏软、中国宏观不确定性及持续成本压力，并将目标价由29.1元下调至26.6元，重申“买入”评级。该行预期2026年核心纯利按年双位数下跌至约47亿元人民币，啤酒收入低个位数下跌，白酒收入跌逾20%，毛利率侵蚀逾1个百分点，主因铝成本上升及产量下跌拖累产能利用率。该行认为2027年...
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