华润啤酒-R(80291)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。

关闭

80291 华润啤酒-R

休市中 08-07 16:00:00

19.230

+0.330

+1.75%

最高19.230	最低19.230	成交量0.00
今开19.230	昨收18.900	日振幅0.00%
总市值623.82亿	流通市值623.82亿	总股本32.44亿
成交额0.00	换手率0.00%	流通股本32.44亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

{"stockData":{"symbol":"80291","market":"HK","secType":"STK","nameCN":"华润啤酒-R","latestPrice":19.23,"timestamp":1786089600077,"preClose":18.9,"halted":0,"volume":0,"delay":0,"changeRate":0.017460317460317558,"floatShares":3244000000,"shares":3244000000,"eps":1.039092,"marketStatus":"休市中","change":0.33,"latestTime":"08-07 16:00:00","open":19.23,"high":19.23,"low":19.23,"amount":0,"amplitude":0,"askPrice":0,"askSize":0,"bidPrice":18.94,"bidSize":1000,"shortable":3,"etf":0,"ttmEps":1.039,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1786325400000},"marketStatusCode":7,"adr":0,"exchange":"SEHK","adjPreClose":18.9,"dividendRate":0.053094,"openAndCloseTimeList":[[1786066200000,1786075200000],[1786078800000,1786089600000]],"volumeRatio":0,"lotSize":500,"spreadScale":0,"tradeCurrency":"CNY"},"requestUrl":"/m/hq/s/80291","defaultTab":"news","newsList":[{"id":"2657526800","title":"喜力发半年报：中国市场销量增加近三成，“抢”了百威份额？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657526800","media":"南方都市报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657526800?lang=zh_cn&edition=full","pubTime":"2026-08-05 23:36","pubTimestamp":1785944160,"startTime":"0","endTime":"0","summary":"今年上半年，喜力在中国市场取得较为亮眼的表现。北京时间8月5日，全球啤酒巨头喜力披露了2026年上半年业绩，数据显示，该公司上半年实现收入175.55亿欧元（折合1369.27亿元人民币），同比有机增长2.4%；实现经营利润21.7亿欧元（约合169.25亿元人民币），同比有机增长6.7%；另外，喜力上半年在全球的销量同比有机增长1.6%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832929981.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608053832929981.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["80291","LU1720050803.USD","IE0008369823.USD","IE00B5MMRT66.SGD","BK1578","LU1023057109.AUD","LU1769817179.HKD","LU1794554557.SGD","IE00B031HY20.USD","BK1604","LU0359202008.SGD","CRHKY","BK1521","BK1570","IE0031814852.USD","LU0359201612.USD","BK5102","BK1510","IE00B543WZ88.USD","LU1328615791.USD","IE00B29SXG58.USD","BK1583","LU0328353924.USD","IE0008368742.USD","BK1180","LU1769817096.USD","SG9999006514.SGD","IE00BPRC5H50.USD","BK1589","0O26.UK","IE00B0169L03.USD","00291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655352058","title":"华润啤酒联手淘宝闪购 即时零售成啤酒新增长赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2655352058","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655352058?lang=zh_cn&edition=full","pubTime":"2026-07-31 18:06","pubTimestamp":1785492360,"startTime":"0","endTime":"0","summary":"7 月下旬，华润啤酒与淘宝闪购在杭州签署战略合作协议，双方将围绕产品定制、场景营销、用户运营三大维度展开深度合作，正式加码即时零售赛道。头部酒企密集牵手即时零售平台，背后是啤酒行业渠道结构的深层变革。啤酒品类与即时零售的高适配性，是渠道快速渗透的核心动因。此次华润啤酒推出 450ml 专属规格，既避免了与传统渠道的直接比价和窜货问题，也能通过定制化产品获取更高的渠道利润，是渠道差异化运营的典型思路。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/aigcy/2026-07-31/doc-iniksxpi1258650.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0823038988.USD","LU0456827905.SGD","HBBD.SI","CXSE","LU0320764243.SGD","LU0117844026.USD","LU0348827113.USD","LU0431992006.USD","LU0862451753.SGD","LU1808992512.USD","LU0588545904.SGD","LU1282651048.USD","BKF","BK1618","LU0593848301.USD","LU0543330566.HKD","LU0634319403.HKD","SGXZ90724238.SGD","LU0594300179.USD","LU1048596156.SGD","IE00BZ08YS42.EUR","BK1575","BK1570","LU0235996351.USD","LU0823426308.USD","LU1224444064.USD","LU0327786744.USD","LU2257852520.SGD","LU0052750758.USD","CRHKY","LU0862451837.USD","LU2152927971.USD","LU0577902454.USD","LU1242518857.USD","LU1981816686.USD","LU2087589342.USD","IE00B29SXG58.USD","BK1610","LU1769817179.HKD","LU2097829019.USD","89988","LU0314109678.HKD","LU0531971595.HKD","LU0762541174.USD","LU1201861165.SGD","LU0359201612.USD","LU0143863198.USD","LU0348788117.USD","LU0072462343.USD","LU1688375341.USD","LU0456846285.SGD","LU1568876251.USD","LU0823413587.USD","LU0259732245.USD","LU2293587155.HKD","09988","BK1180","SG9999002828.SGD","LU0630378429.USD","LU0054450605.USD","LU1642822792.SGD","LU1719994722.HKD","LU1956131251.USD","LU0865486749.SGD","LU1188198961.HKD","LU1831875114.USD","BK1510","LU0572939691.SGD","LU0979878070.USD","LU1044876610.USD","LU0577902298.EUR","IE00BZ08YT58.USD","IE0008369823.USD","LU0823397285.USD","LU0315178854.USD","LU0293314216.USD","LU1720051108.HKD","LU1880398554.USD","LU0384037296.USD","LU0048597586.USD","HK0000306701.USD","LU1810669033.SGD","LU1770036033.HKD","LU0047713382.USD","LU1961090484.USD","LU0328353924.USD","LU0128522157.USD","LU1051769294.HKD","LU0320764599.SGD","LU0561508036.HKD","LU0051755006.USD","LU0828237510.HKD","LU0477156797.USD","LU0197773673.USD","LU0572944931.SGD","LU0708995583.HKD","80291","HK0000320223.HKD","BK1586","LU0541501648.USD","LU0348783662.USD","LU1023057109.AUD","00291","LU0128522744.USD","LU1282649067.USD","SG9999000327.SGD","LU0611395673.USD","LU0130103400.USD","LU0173614495.USD","LU0264606111.USD","LU1251922891.USD","LU0516422366.SGD","LU2097828474.EUR","IE00B3M56506.USD","LU0210527791.USD","IE00B031HY20.USD","LU1720051017.SGD","BK1591","LU0449515922.USD","LU0229945570.USD","HK0000286598.CNH","LU0791591158.USD","LU0417516902.SGD","LU0868486357.SGD","LU0345776255.USD","LU0106252389.USD","LU0210526637.USD","LU0048580855.USD","LU2778985437.USD","IE0008368304.USD","LU0329678337.USD","IE0032431581.USD","LU2097828557.USD","IE00B5MMRT66.SGD","LDEM","LU0348783233.USD","LU0181495838.USD","LU0708995153.HKD","IE00B543WZ88.USD","LU0106259558.USD","BK1589","LU0117841782.USD","LU0531970944.HKD","BK1502","LU0244354667.USD","LU0651947912.USD","LU0821914370.USD","LU1316542783.SGD","LU2045819591.USD","LU0287142896.SGD","LU0640798160.USD","LU1282649141.HKD","LU2097828631.EUR","LU0543330483.HKD","LU0345775950.USD","BK1608","LU0084288322.USD","LU0348735423.USD","LU0540923850.HKD","LU1548497426.USD","HK0000306685.HKD","LU0348784397.USD","LU1813983027.USD","HK0000151867.HKD","LU1769817096.USD","BK1249","LU0823041008.USD","IE00B0169N27.USD","LU0228367735.SGD","LU2449936058.SGD","HK0000320264.USD","LU2039709279.SGD","SGXZ86797644.SGD","LU1282651121.HKD","LU2399975544.HKD","LU0043850808.USD","LU0672654166.SGD","LU1328615791.USD","LU1224709979.USD","LU0651946864.USD","LU0143863784.USD","BK1521","LU0359201885.HKD","IE0031814852.USD","LU1960683339.HKD","BK1588","BK1615","LU0329678170.USD","BK1142","LU0499858438.USD","LU0048388663.USD","SG9999001903.USD","LU0499858602.USD","LU1481107354.HKD","IE00BMPRXR70.SGD","SG9999001689.USD","LU0231483743.USD","LU2125910500.SGD","LU1115378108.SGD","IE0034224299.USD","LU1048588211.SGD","LU0828237940.HKD","IE00BMPRXN33.USD","LU0149721374.USD","LU0890818403.SGD","BK1583","LU0196878994.USD","BK1578","IE00B0JY6N72.USD","LU0096374516.USD","SG9999014674.SGD","LU2242644610.SGD","LU1044875133.USD","LU0251144936.SGD","LU0588546209.SGD","LU0455707207.USD","SG9999004220.SGD","LU1655091459.SGD","LU0516422440.USD","LU0127658192.USD","LU0488056044.USD","LU0588545490.SGD","LU1366334578.USD","LU2125910849.SGD","LU0307460666.USD","LU0898667661.SGD","LU0130518102.USD","SG9999001226.SGD","HK0000107257.USD","LU0516423174.USD","LU2476274308.USD","LU1196710864.SGD","LU2357305700.SGD","LU1720050803.USD","LU0061477393.USD","LU0164880469.USD","LU0577902371.SGD","LU0039217434.USD","SG9999002562.SGD","LU0054237671.USD","LU0737861772.HKD","LU0648948544.HKD","LU0642271901.SGD","BK1517","LU0359202008.SGD","LU0607220059.USD","LU1868837565.USD","LU0605514214.HKD","LU1868838027.USD","LU0737861699.HKD","LU0029874905.USD","LU0541502299.USD","LU0348805143.USD","LU0650527681.SGD","LU0106959298.USD","LU0320764755.SGD","LU0049853897.USD","LU0819121731.USD","LU0516423091.SGD","SG9999006514.SGD","LU0011963245.USD","LU0396098781.USD","SG9999006597.SGD","LU0463099449.HKD","LU0819123356.HKD","LU0577902611.USD","LU0348825331.USD","LU0791590937.USD","LU1328277881.USD","IE0003895053.USD","LU0886674414.USD","LU1242518931.SGD","LU0315179316.USD","LU0856984785.SGD","LU1794554557.SGD","LU0594300419.USD","LU0823426480.USD","LU0873338254.USD","LU0469268626.HKD","LU0417516738.SGD","LU0516422952.EUR","LU0871576103.HKD","LU1282649810.SGD","LU1993786604.SGD","KWEB","LU0149534421.HKD","BK1604","LU0441854154.USD","LU0417516571.SGD","IE00BPRC5H50.USD","LU1880383440.USD","LU0572940350.SGD","LU0762542818.HKD","LU0831093199.SGD","LU0449509016.USD","FDNI","LU0370786039.SGD","LU2097828805.USD","LU0029875118.USD","LU0261947096.USD","LU1880383366.USD","LU0831103253.SGD","ALBmain","LU0648000940.SGD","IE00BZ08YR35.GBP","LU0228659784.USD","LU1568876335.HKD","LU0577902538.SGD","LU0132412106.USD","BABA","LU1439103000.SGD","LU0823397103.USD","LU2097828714.EUR","LU0326950275.SGD","SGXZ62798434.SGD","LU0261950983.USD","IE00B0169L03.USD","LU0823040885.USD","LU2294711473.HKD","LU2488822045.USD","LU0164872284.USD","SG9999001051.SGD","LU0588545730.USD","LU0762540952.USD","LU0630378692.HKD","LU0700851271.USD","LU0214875030.USD","LU1323998911.USD","LU0254981946.USD","LU1515016050.SGD","SG9999001093.SGD","LU0784639295.USD","SG9999002463.SGD","LU0589944569.HKD","LU3063872942.SGD","LU0675040207.SGD","LU0140636845.USD","LU0502904849.HKD","LU1051768304.USD","LU1770034418.SGD","LU0163747925.USD","LU1807302812.USD","BK1501","LU0165289439.USD","BK1584","LU1303224171.USD","LU1048484197.HKD","LU0823413660.USD","LU0823039010.USD","LU1504937902.USD","IE0008368742.USD","LU1211504680.USD","LU0211977185.USD","LU0164865239.USD","LU1880398471.USD","LU0197773160.USD","SG9999000459.SGD","LU0608807433.USD","LU0169518387.USD","LU2476274720.SGD","LU0608807946.USD","LU1366334651.USD","LU1044874839.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655355933","title":"华润啤酒（00291）跌近4% 高盛料白酒业务拖累盈利表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2655355933","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655355933?lang=zh_cn&edition=full","pubTime":"2026-07-31 10:30","pubTimestamp":1785465038,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华润啤酒 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。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。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987207","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1794554557.SGD","LU1720050803.USD","IE0004091025.USD","IE00B29SXG58.USD","LU0868494708.USD","LU0345770308.USD","IE00BPRC5H50.USD","LU0942090050.USD","LU2750360997.AUD","00291","IE0034235188.USD","80291","BK4588","BK4552","BK1180","LU1868836591.USD","IE00B5MMRT66.SGD","LU1894683348.USD","BK4533","LU0096364046.USD","BK4585","IE00B031HY20.USD","LU1769817179.HKD","IE00BFXG1179.USD","LU1023057109.AUD","BK1570","LU0868494617.USD","BK1589","LU1894683264.USD","IE00B0169L03.USD","GSX","LU0328353924.USD","LU1868836914.USD","IE00B19Z3B42.SGD","IE00B543WZ88.USD","LU2237443465.HKD","LU2471134523.USD","LU1769817096.USD","IE0004086264.USD","LU2237443549.SGD","LU2237443622.USD","LU1868837300.USD","CRHKY","LU2750360641.GBP","LU1804176565.USD","BK1583","LU1668664300.SGD","LU0345770993.USD","BK4504","LU0359201612.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654074983","title":"高盛：降华润啤酒(00291.HK)目标价至35.15港元 料中期少赚近一成","url":"https://stock-news.laohu8.com/highlight/detail?id=2654074983","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654074983?lang=zh_cn&edition=full","pubTime":"2026-07-28 15:46","pubTimestamp":1785224772,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1589","CRHKY","LU1769817096.USD","BK1510","IE00B0169L03.USD","SG9999006514.SGD","00291","BK1570","80291","IE00B543WZ88.USD","LU0328353924.USD","IE0008368742.USD","BK1583","BK1604","LU1794554557.SGD","LU1720050803.USD","LU0359202008.SGD","IE00B29SXG58.USD","LU1769817179.HKD","IE00B031HY20.USD","LU0359201612.USD","LU1328615791.USD","IE00B5MMRT66.SGD","LU1023057109.AUD","IE0008369823.USD","IE00BPRC5H50.USD","BK1521","BK1578","BK1180","IE0031814852.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654148076","title":"大行评级丨高盛：下调华润啤酒目标价至35.15港元，维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2654148076","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654148076?lang=zh_cn&edition=full","pubTime":"2026-07-28 14:31","pubTimestamp":1785220268,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK1180","IE00B0169L03.USD","80291","IE00BPRC5H50.USD","IE0008369823.USD","IE00B031HY20.USD","00291","BK1583","BK1589","LU1720050803.USD","IE0008368742.USD","LU1023057109.AUD","BK1510","IE0031814852.USD","LU0328353924.USD","BK1521","IE00B29SXG58.USD","LU1328615791.USD","BK1578","LU0359201612.USD","IE00B543WZ88.USD","LU1769817179.HKD","SG9999006514.SGD","CRHKY","BK1570","LU1794554557.SGD","IE00B5MMRT66.SGD","BK1604","LU0359202008.SGD","LU1769817096.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653242219","title":"【券商聚焦】中国银河：今年茅台多次提价，高端白酒消费见底信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2653242219","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653242219?lang=zh_cn&edition=full","pubTime":"2026-07-21 09:03","pubTimestamp":1784595787,"startTime":"0","endTime":"0","summary":"近年来，高端白酒批价持续下跌，茅台酒价是消费市场风向标之一。2026年以来，茅台连续上调i茅台平台零售价格，具有风向标意义。i茅台平台零售价格低于公共电商平台，已成为公司快速放量、抢占C端需求的抓手。连续的提价表明，茅台当前销售压力已不大。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986339","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0231483743.USD","BK0183","600519","LU1688375341.USD","BK1564","06979","LU0067412154.USD","LU1023057109.AUD","LU0327786744.USD","BK1578","SGXZ81163826.USD","LU0320764599.SGD","LU0228659784.USD","LU2495084118.USD","LU0651946864.USD","CRHKY","LU0516422440.USD","LU0417516902.SGD","KCE","LU0210526637.USD","LU0456846285.SGD","SG9999006514.SGD","LU0516422366.SGD","LU0577902538.SGD","LU0516422952.EUR","LU0878005551.USD","LU1152091754.HKD","LU1580142542.USD","LU0577902611.USD","LU0140636845.USD","IE00B031HY20.USD","601881","00291","BK1147","LU1951186391.HKD","LU0516423091.SGD","LU0051755006.USD","IE00BPRC5H50.USD","LU1960683339.HKD","LU0594300179.USD","80291","LU0348805143.USD","LU1769817096.USD","LU1969619763.USD","06881","LU1655091616.SGD","LU1497733631.SGD","BK0188","LU1831875114.USD","LU1781817850.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651492741","title":"【券商聚焦】中金公司：食品饮料行业整体处于底部复苏、结构分化核心配置窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2651492741","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651492741?lang=zh_cn&edition=full","pubTime":"2026-07-16 09:22","pubTimestamp":1784164936,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司研究指，当前食品饮料行业整体处于底部复苏、结构分化的核心配置窗口，估值整体回落至历史低位区间，安全边际足。行业追求高质价比、功能性、健康性趋势延续，零食量贩、会员商超、即时零售有望持续贡献渠道增量。展望下半年，随着新消费场景陆续涌现，板块估值修复预期有望逐步落地。该机构坚持坚守龙头、布局复苏、精选价值的投资策略，白酒板块把握估值修复与高股息红利，大众食品聚焦竞争力突出及业绩确定性强的板块龙头、估值合理及基本面持续改善的标的&高股息稳健增长的价值标的。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985997","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRHKY","06979","601995","LU0823426480.USD","LU0831093199.SGD","03908","00291","BK1583","00168","LU0702159343.USD","LU1508157978.USD","LU0359201885.HKD","BK1570","00236","LU0327786744.USD","LU0211977185.USD","FXG","HK0000320223.HKD","LU0651946864.USD","SG9999011746.SGD","LU0315179316.USD","LU0588546209.SGD","LU1781817850.SGD","02319","LU0385154629.USD","01117","KCE","LU0630378692.HKD","LU0251143458.SGD","LU0328353924.USD","IE0031814852.USD","LU1439103000.SGD","LU0640798160.USD","BK1553","BK1521","01876","SG9999006514.SGD","80291","HK0000320264.USD","LU0072462343.USD","09858","LU0228367735.SGD","LU2125910500.SGD","IE00B543WZ88.USD","LU1051768304.USD","06186","LU0307460666.USD","SG9999001903.USD","HK0000306685.HKD","LU0359201612.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650033153","title":"侯孝海：四大核心驱动力正为冷冻食品、预制菜带来星辰大海","url":"https://stock-news.laohu8.com/highlight/detail?id=2650033153","media":"睿见Economy","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2650033153?lang=zh_cn&edition=full","pubTime":"2026-07-11 11:43","pubTimestamp":1783741380,"startTime":"0","endTime":"0","summary":"　　2026《中国企业家》未来之星年会于7月10日-11日在广州举行。本届年会以 “跃迁时刻” 为主题，聚焦硬科技与人工智能的深度融合，探讨从技术突破到产业落地的关键跃迁。正大集团中国区COO侯孝海出席并演讲。　　侯孝海认为，食品产业正置身于一个由全球治理格局、科技涌现、人群迭代与周期叠加四大冲击交织而成的“消费新世界”。侯孝海指出，四大核心驱动力正在为冷冻食品、预制菜及新型食品带来“星辰大海”：","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/hy/hyjz/2026-07-11/doc-inihkyif8370468.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CRHKY","LU1769817096.USD","BK1604","IE00B29SXG58.USD","IE0008369823.USD","LU0359202008.SGD","LU1720050803.USD","IE00B5MMRT66.SGD","LU0328353924.USD","BK1589","IE00BPRC5H50.USD","BK1521","SG9999006514.SGD","80291","159151","LU1769817179.HKD","IE0008368742.USD","IE00B0169L03.USD","LU1023057109.AUD","BK1180","BK1570","IE00B031HY20.USD","00291","IE00B543WZ88.USD","LU0359201612.USD","LU1794554557.SGD","BK1510","BK1583","BK1578","IE0031814852.USD","LU1328615791.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650531917","title":"【券商聚焦】中金公司：精酿啤酒普惠化释放需求 零售变革重构格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2650531917","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2650531917?lang=zh_cn&edition=full","pubTime":"2026-07-09 09:18","pubTimestamp":1783559897,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司认为当下中国精酿啤酒发生的最大变化是主流价格带从30-50元/400ml变迁至10-20元/1L，消费者对精酿啤酒的认知从“小众奢侈品”转变为“大众消费品”。根据灼识咨询，2025年精酿啤酒零售规模831亿元，26-28年CAGR为21%，25年风味精酿零售规模177亿元，26-28年CAGR为38%。该机构认为精酿啤酒得以实现普惠化的核心原因在于国内零售行业结构性变革，渠道端的效率提升降低了精酿啤酒的流通成本。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985446","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1570","01876","LU1023057109.AUD","00236","SG9999006514.SGD","IE0008369823.USD","BK1510","LU0359202008.SGD","BK1521","SG9999002828.SGD","80291","LU1781817850.SGD","00291","LU0630378429.USD","CRHKY","03908","LU0762542818.HKD","LU0197773673.USD","LU1769817179.HKD","LU1794554557.SGD","LU0029875118.USD","601995","LU0197773160.USD","BK1180","LU1328615791.USD","BK1589","LU1720050803.USD","BK1147","KCE","LU2279858448.HKD","LU2663582299.SGD","00168","IE00BGV7N243.SGD","IE00BPRC5H50.USD","LU0543330483.HKD","IE00B5MMRT66.SGD","IE00B29SXG58.USD","BK1578","LU0320764755.SGD","LU0128522157.USD","LU0327786744.USD","LU1508157978.USD","LU0630378692.HKD","BK1604","IE00B0169L03.USD","BK1501","LU1171460220.USD","LU0831093199.SGD","IE00B031HY20.USD","BK1583"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649608503","title":"【券商聚焦】华泰证券：中国传统酒业正从“放量增长”转向“价值重构”","url":"https://stock-news.laohu8.com/highlight/detail?id=2649608503","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2649608503?lang=zh_cn&edition=full","pubTime":"2026-07-07 09:20","pubTimestamp":1783387250,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券认为，中国传统酒业正从依赖宏观红利和场景惯性的“放量增长”，转向通过品牌壁垒、品质分层、渠道秩序、场景运营和终端触达实现的“价值重构”。黄酒方面，近年来行业格局显著优化，出清进入尾声，龙头利润释放潜力较大。白酒方面，建议优选品牌壁垒深厚、价格共识稳固、渠道质量领先且具备穿越周期能力的龙头酒企，以及具备清香品类势能和全国化扩张能力的酒企。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985228","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1720050803.USD","LU0359201612.USD","LU1064131003.USD","IE00B29SXG58.USD","BK1604","00291","BK1510","LU1794554557.SGD","LU1808992512.USD","LU2148510915.USD","BK1570","BK1521","LU1934453819.USD","LU1979443071.USD","BK0183","BK0276","IE00B543WZ88.USD","LU0871576103.HKD","BK1578","IE0031814852.USD","IE00B5MMRT66.SGD","BK0028","KCE","LU1769817096.USD","LU0039217434.USD","IE00BPRC5H50.USD","LU1580142542.USD","SG9999006514.SGD","BK0188","BK1192","IE00B0169L03.USD","LU1023057109.AUD","IE00B031HY20.USD","BK0012","LU1064130708.USD","LU0531971595.HKD","LU0359202008.SGD","LU1781817850.SGD","BK1180","LU1328615791.USD","80291","IE0008369823.USD","601688","LU0164865239.USD","CRHKY","BK1583","06979","BK1589","LU1769817179.HKD","IE0008368742.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648634775","title":"【券商研究】招商证券：白酒筑底完成，大众品渐次复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2648634775","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648634775?lang=zh_cn&edition=full","pubTime":"2026-07-03 09:11","pubTimestamp":1783041065,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招商证券研究认为，2026年行将过半，白酒板块年初短暂反弹，剩余时间呈单边下行趋势，中证白酒年初至今下跌24%，其中个股分化明显，茅台表现相对较优。该机构承认为，底部不应悲观，关注三条主线。同时，价格指数已企稳回升，各企业持续出清，历史包袱，经营状态更为健康，底部不应悲观。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1985044","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000306701.USD","LU0287142896.SGD","LU0640798160.USD","IE0008368742.USD","BK1564","BK1237","LU1439103000.SGD","LU0106959298.USD","IE00BPRC5H50.USD","LU1224709979.USD","IE0009570106.USD","02319","CRHKY","LU1102505929.USD","BK0010","LU0737861699.HKD","IE00B0169L03.USD","LU1102505762.USD","09858","BK1553","BK1570","IE00B031HY20.USD","LU0228659784.USD","LU0320764755.SGD","BK1578","LU1769817179.HKD","06099","80291","LU0650527681.SGD","LU1115378108.SGD","SG9999006514.SGD","IE0031814852.USD","LU0471298777.SGD","LU1794554557.SGD","IE00B29SXG58.USD","LU1023057109.AUD","BK0188","600999","LU0072462343.USD","IE00B97KM107.HKD","IE0032834883.USD","IE00B5MMRT66.SGD","00291","01117","BK1147","BK1521","BK0276","06979","IE00B031J352.USD","06186"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647860405","title":"【券商聚焦】中信证券：看好下半年大众品板块环比景气提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2647860405","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2647860405?lang=zh_cn&edition=full","pubTime":"2026-06-30 10:27","pubTimestamp":1782786463,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，2026Q2大众品需求整体环比走弱，但是同比整体保持稳健正增长。成本端，饮料板块存在一定压力，而其他板块整体较为稳定。进入26H2，在去年同期需求偏弱基数以及今年以来需求环比趋势稳健、竞争理性下，该机构看好下半年大众品板块环比景气提升。近期大众品板块股价及估值调整较多， 2026年估值从此前15~20x已下行至15xPE左右或之下，优势逐步凸显出。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984811","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09633","IE00B0169L03.USD","LU1064131003.USD","IE00B543WZ88.USD","LU0359202008.SGD","LU0588546209.SGD","LU0762541174.USD","00322","BK0276","CRHKY","LU0106959298.USD","LU0320764755.SGD","LU0315179316.USD","LU0762542818.HKD","LU1102505762.USD","IE00B067MR52.USD","LU0672654166.SGD","LU1769817096.USD","00220","LU0572944931.SGD","HK0000306685.HKD","LU1655091616.SGD","BK0188","09985","BK1604","SG9999006514.SGD","LU1439103000.SGD","LU1580142542.USD","LU2125910500.SGD","00168","00291","06030","80291","HK0000320223.HKD","LU0048580855.USD","LU0072462343.USD","LU0640798160.USD","SG9999002828.SGD","01876","06186","LU1781817850.SGD","LU0471298777.SGD","BK1583","LU0651946864.USD","600030","02319","BK1570","BK0196","LU0211977185.USD","IE00BQJZWZ67.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647585169","title":"【券商聚焦】华泰证券：当前国内零售行业进入高效率变革加速期","url":"https://stock-news.laohu8.com/highlight/detail?id=2647585169","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2647585169?lang=zh_cn&edition=full","pubTime":"2026-06-30 09:28","pubTimestamp":1782782937,"startTime":"0","endTime":"0","summary":"综合考虑之下，该机构认为调味品与软饮料行业受新渠道的冲击相对较小，该机构看好调味品与软饮料龙头的中长期壁垒稳固。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1984790","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1578","09633","LU1515016050.SGD","LU1769817179.HKD","LU0348788117.USD","LU0287142896.SGD","IE00B543WZ88.USD","IE00B031J352.USD","LU1580142542.USD","LU0128522157.USD","601688","06186","00220","01876","HK0000306701.USD","IE0032834883.USD","LU0620787316.HKD","02319","09985","BK0012","LU0173614495.USD","SG9999011746.SGD","BK1200","LU0572944931.SGD","LU1781817850.SGD","LU1794554557.SGD","BK1237","LU1023057109.AUD","IE00B97KM107.HKD","00322","00291","LU0259732245.USD","CRHKY","BK1589","LU0106959298.USD","LU0370786039.SGD","00168","80291","LU0823426480.USD","BK1549","SG9999000459.SGD","IE0031814852.USD","LU0543330483.HKD","LU1328615791.USD","BK0183","LU0471298777.SGD","LU1981816686.USD","IE00B031HY20.USD","SG9999002828.SGD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646677356","title":"华润啤酒与华润数科订立用餐服务框架协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2646677356","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2646677356?lang=zh_cn&edition=full","pubTime":"2026-06-26 18:04","pubTimestamp":1782468240,"startTime":"0","endTime":"0","summary":"华润啤酒（00291/80291）发布公告，董事会宣布，公司与华润数字科技签订用餐服务框架协议，期限自2026年6月26日起至2027年12月31日止，据此，华润数字科技集团将向本集团提供用餐相关服务，构成关联交易。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606263784888191.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606263784888191.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1589","LU1720050803.USD","80291","IE0008368742.USD","IE00B29SXG58.USD","LU1328615791.USD","LU1794554557.SGD","IE00B543WZ88.USD","BK1570","LU1023057109.AUD","IE0031814852.USD","LU1769817096.USD","00291","BK1180","IE0008369823.USD","LU0359201612.USD","CRHKY","IE00BPRC5H50.USD","IE00B0169L03.USD","BK1583","LU1769817179.HKD","IE00B5MMRT66.SGD","BK1510","LU0328353924.USD","BK1604","LU0359202008.SGD","BK1578","IE00B031HY20.USD","SG9999006514.SGD","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643738094","title":"港股异动 | 啤酒股集体下跌 世界杯实际拉动效应不宜高估 机构指啤酒销量仍为核心验证指标","url":"https://stock-news.laohu8.com/highlight/detail?id=2643738094","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2643738094?lang=zh_cn&edition=full","pubTime":"2026-06-16 11:17","pubTimestamp":1781579823,"startTime":"0","endTime":"0","summary":"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。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。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1454818.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1720050803.USD","BK4588","LU0197773160.USD","BK1510","00291","BK1610","IE0008368742.USD","LU1769817096.USD","LU0630378692.HKD","LU0672654166.SGD","IE00BPRC5H50.USD","00168","IE00B29SXG58.USD","LU0128522157.USD","LU0831093199.SGD","01876","BK1570","LU1171460220.USD","IE00BGV7N243.SGD","LU0029875118.USD","LU0327786744.USD","LU1794554557.SGD","BK1604","IE00B031HY20.USD","IE00B5MMRT66.SGD","LU0359202008.SGD","LU0762541174.USD","LU2279858448.HKD","SG9999006514.SGD","LU0762542818.HKD","SG9999000459.SGD","IE00B0169L03.USD","IE0031814852.USD","BK1583","BK1589","VXUS","IE00B543WZ88.USD","LU0328353924.USD","LU0572944931.SGD","BK1578","IE0008369823.USD","LU0197773673.USD","LU0762540952.USD","BK1180","LU0359201612.USD","BK1521","LU1769817179.HKD","CRHKY","LU1328615791.USD","80291"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642453946","title":"【券商聚焦】交银国际：消费行业温和复苏延续，聚焦业绩韧性下的攻守兼备","url":"https://stock-news.laohu8.com/highlight/detail?id=2642453946","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2642453946?lang=zh_cn&edition=full","pubTime":"2026-06-09 09:20","pubTimestamp":1780968010,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发布消费行业下半年展望，2026年以来，我国消费市场呈渐进式、温和复苏态势，1-4月社零累计同比增长1.9%，其中4月单月增速回落至0.2%，符合该机构此前认为整体步入中低个位数增长新常态的判断。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983322","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0072462343.USD","IE00B031HY20.USD","LU0594300419.USD","LU0128522157.USD","LU0650527681.SGD","HK0000306685.HKD","LU1439103000.SGD","BK1132","BK1578","BK1180","LU1115378108.SGD","BK1570","HK0000320223.HKD","IE0009570106.USD","IE00B0169L03.USD","LU0106959298.USD","IE00B543WZ88.USD","LU0163747925.USD","LU1051768304.USD","BK1237","LU0702159699.USD","SG9999002828.SGD","IE00B031J352.USD","BK1521","LU1166156734.SGD","LU0307460666.USD","IE00BPRC5H50.USD","SG9999006514.SGD","80291","BK1589","LU0228659784.USD","01768","LU0359201885.HKD","00291","03329","LU1048588211.SGD","LU0359201612.USD","LU0823426480.USD","BK1553","LU0651946864.USD","02319","CRHKY","LU0287142896.SGD","IE0008369823.USD","LU0471298777.SGD","03388","LU2045819591.USD","HK0000306701.USD","03288","IE00B97KM107.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641919507","title":"【券商聚焦】中信证券：白酒行业处于逐步恢复阶段 龙头已逐步展现出见底状态","url":"https://stock-news.laohu8.com/highlight/detail?id=2641919507","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2641919507?lang=zh_cn&edition=full","pubTime":"2026-06-05 09:07","pubTimestamp":1780621631,"startTime":"0","endTime":"0","summary":"当前多维度宏观经济指标正显示白酒行业处于逐步恢复阶段，龙头已逐步展现出见底状态。行业从业绩、动销、批价等多个维度来看均已处于底部位置，建议关注长期配置价值。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983106","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRHKY","06979","IE00B29SXG58.USD","BK1192","LU1997245177.USD","BK1510","LU0405327148.USD","LU1769817179.HKD","00291","BK1583","LU0359202008.SGD","BK1578","BK0188","BK1570","BK0276","BK0012","LU2495084118.USD","LU1781817850.SGD","LU1255011170.USD","BK1589","BK0183","IE00BPRC5H50.USD","BK1604","LU0405327494.USD","LU1580142542.USD","BK0028","IE00B031HY20.USD","LU0328353924.USD","IE0031814852.USD","LU1064130708.USD","BK0196","BK1564","LU1720050803.USD","600030","06030","BK1521","LU1997244956.HKD","LU1997245094.SGD","LU2148510915.USD","LU1023057109.AUD","80291","BK1516","IE00B543WZ88.USD","LU2289578879.USD","IE0008368742.USD","LU1794554557.SGD","IE00B5MMRT66.SGD","BK1180","LU0359201612.USD","IE0008369823.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640133222","title":"【券商聚焦】国投证券：油价冲高抬升饮料核心包材PET价格 料饮料企业全年成本端承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2640133222","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2640133222?lang=zh_cn&edition=full","pubTime":"2026-06-04 09:26","pubTimestamp":1780536369,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国投证券研究认为，26Q1春节期间大众品礼赠市场强势复苏，叠加春节错期下的“大年”效应，使得礼赠属性强的中小饮料标的业绩好于此前市场预期。25年以来中小饮料企业积极创新，新品推动“健康化、年轻化、功能性”升级，纷纷积极探索二次成长路径。成本方面，美伊冲突导致油价上涨，使得饮料核心包材PET价格大幅走高，尽管部分饮料公司提前锁价，但对大部分饮料企业而言，今年全年成本端仍会承受一定压力。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983000","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRLL","09985","DBO","LU0702159343.USD","DIG","DUG","LU0359201885.HKD","USE","00322","BNO","IEO","IE0008368742.USD","XES","BWET","WTIU","BK1553","02319","USL","00220","00291","FTXN","LU0762542818.HKD","OILU","USOI","OIH","OILK","DBC","PXJ","PXE","CRHKY","IXC","LU1171460220.USD","80291","06186","DBE","OILT","ERX","01876","LU1720050803.USD","00168","161027","LU0228367735.SGD","09633","UGA","LU0471298777.SGD","BK1500","DRIP","GUSH","VDE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640922958","title":"【券商聚焦】中国银河：看好精酿啤酒与区域品牌扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2640922958","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2640922958?lang=zh_cn&edition=full","pubTime":"2026-06-03 08:58","pubTimestamp":1780448328,"startTime":"0","endTime":"0","summary":"4)精选具备超额收益的细分方向：①精酿啤酒，行业正处于高速成长期，细分品类龙头金星啤酒凭借差异化产品与灵活的渠道策略，有望充分享受赛道扩容红利；②区域品牌扩张，关注惠泉啤酒，有望受益于福建市场竞争格局。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982873","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1328615791.USD","IE00BGV7N243.SGD","BK1578","LU0327786744.USD","BK1510","IE00B29SXG58.USD","06881","IE00B5MMRT66.SGD","BK0188","LU1794554557.SGD","BK1583","IE00BPRC5H50.USD","80291","CRHKY","BK1180","IE00B543WZ88.USD","LU0572944931.SGD","SG9999001903.USD","LU0630378692.HKD","LU0543330483.HKD","LU1023057109.AUD","BK1147","BK1610","LU0831093199.SGD","LU1769817179.HKD","LU1171460220.USD","BK1521","LU0328353924.USD","LU0762542818.HKD","LU0029875118.USD","00168","LU1769817096.USD","LU0359202008.SGD","LU0762541174.USD","IE0008369823.USD","LU0359201612.USD","00236","IE00B031HY20.USD","BK1604","SG9999006514.SGD","00291","LU0630378429.USD","601881","LU0672654166.SGD","BK1564","LU0320764755.SGD","LU2279858448.HKD","01876","SG9999000459.SGD","LU0197773160.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640946487","title":"54岁“华润啤酒老将”干晓峰出任水井坊总经理","url":"https://stock-news.laohu8.com/highlight/detail?id=2640946487","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2640946487?lang=zh_cn&edition=full","pubTime":"2026-06-02 21:52","pubTimestamp":1780408320,"startTime":"0","endTime":"0","summary":"“川酒六朵金花”之一的水井坊迎来新任总经理。6月2日，四川水井坊股份有限公司（水井坊，600779.SH）公告，公司十一届董事会2026年第二次临时会议审议通过了公司《关于聘任总经理的议案》，经公司董事会提名委员会审查并提名，同意自2026年6月1日起聘任干晓峰为公司总经理，任期同本届董事会。周志铭自2026年6月1日起不再代行总经理职责。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606023757850776.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606023757850776.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["00291","LU1769817096.USD","LU0328353924.USD","LU0359201612.USD","SG9999006514.SGD","LU0359202008.SGD","IE00B29SXG58.USD","IE0008368742.USD","BK1180","IE0031814852.USD","IE00B543WZ88.USD","BK1521","CRHKY","LU1720050803.USD","LU1023057109.AUD","LU1769817179.HKD","IE0008369823.USD","BK1510","BK1578","BK0021","BK1589","LU1794554557.SGD","IE00BPRC5H50.USD","IE00B031HY20.USD","BK1570","IE00B5MMRT66.SGD","BK0215","BK1583","LU1328615791.USD","IE00B0169L03.USD","600779","80291","BK1604"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.crbeer.com.hk","stockEarnings":[{"period":"1week","weight":-0.0527},{"period":"1month","weight":-0.0072},{"period":"3month","weight":-0.1461},{"period":"6month","weight":-0.1856},{"period":"1year","weight":-0.1589},{"period":"ytd","weight":-0.1635}],"compareEarnings":[{"period":"1week","weight":-0.0084},{"period":"1month","weight":0.0607},{"period":"3month","weight":-0.0275},{"period":"6month","weight":-0.0336},{"period":"1year","weight":0.0234},{"period":"ytd","weight":0.0015}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"华润啤酒（控股）有限公司是一家主要从事啤酒业务的投资控股公司。该公司主要业务包括啤酒产品的生产、销售及分销。该公司在国内市场和海外市场销售其产品。其主要子公司包括华创饮品贸易有限公司、华润雪花啤酒有限公司以及华润雪花啤酒（四川）有限责任公司等。","yearOnYearQuotes":[{"month":1,"riseRate":0,"avgChangeRate":-0.084103},{"month":2,"riseRate":1,"avgChangeRate":0.100249},{"month":3,"riseRate":0.666667,"avgChangeRate":0.045362},{"month":4,"riseRate":0.333333,"avgChangeRate":0.005356},{"month":5,"riseRate":0,"avgChangeRate":-0.094348},{"month":6,"riseRate":0,"avgChangeRate":-0.09584},{"month":7,"riseRate":0.5,"avgChangeRate":0.007156},{"month":8,"riseRate":0.25,"avgChangeRate":-0.01578},{"month":9,"riseRate":0.333333,"avgChangeRate":0.112749},{"month":10,"riseRate":0,"avgChangeRate":-0.065045},{"month":11,"riseRate":0.333333,"avgChangeRate":-0.072823},{"month":12,"riseRate":0,"avgChangeRate":-0.041847}],"exchange":"SEHK","name":"华润啤酒-R","nameEN":"CHINARES BEER-R"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"华润啤酒-R(80291)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供华润啤酒-R(80291)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"华润啤酒-R,80291,华润啤酒-R股票,华润啤酒-R股票老虎,华润啤酒-R股票老虎国际,华润啤酒-R行情,华润啤酒-R股票行情,华润啤酒-R股价,华润啤酒-R股市,华润啤酒-R股票价格,华润啤酒-R股票交易,华润啤酒-R股票购买,华润啤酒-R股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"华润啤酒-R(80291)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供华润啤酒-R(80291)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}