600600 青岛啤酒
已收盘 04-30 15:00:00
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青岛啤酒获开源证券增持评级,高基数下销量短期承压,关注赛事催化和旺季表现
金融界 · 09:35
青岛啤酒获开源证券增持评级,高基数下销量短期承压,关注赛事催化和旺季表现
开源证券:给予青岛啤酒增持评级
证券之星 · 09:20
开源证券:给予青岛啤酒增持评级
青岛啤酒(600600):成本改善明显 盈利能力持续提升
信达证券股份有... · 00:00
青岛啤酒(600600):成本改善明显 盈利能力持续提升
信达证券:给予青岛啤酒买入评级
证券之星 · 05-01 11:52
信达证券:给予青岛啤酒买入评级
青岛啤酒(600600)2024年一季报点评:成本红利释放 营收有望提速
民生证券 · 05-01 09:21
青岛啤酒(600600)2024年一季报点评:成本红利释放 营收有望提速
青岛啤酒获融资买入0.27亿元,近三日累计买入0.91亿元
金融界 · 05-01 08:11
青岛啤酒获融资买入0.27亿元,近三日累计买入0.91亿元
青岛啤酒(600600)4月30日主力资金净买入4911.07万元
证券之星 · 05-01 07:43
青岛啤酒(600600)4月30日主力资金净买入4911.07万元
青岛啤酒24Q1点评:高基数但成本下降兑现
华安证券 · 05-01 00:06
青岛啤酒24Q1点评:高基数但成本下降兑现
华安证券:给予青岛啤酒买入评级
证券之星 · 04-30 22:26
华安证券:给予青岛啤酒买入评级
青岛啤酒(600600)2024一季报点评:成本端改善 高端化持续推进
国元证券股份有... · 04-30 19:12
青岛啤酒(600600)2024一季报点评:成本端改善 高端化持续推进
青岛啤酒获国元证券买入评级,成本端改善,高端化持续推进
金融界 · 04-30 18:02
青岛啤酒获国元证券买入评级,成本端改善,高端化持续推进
国元证券:给予青岛啤酒买入评级
证券之星 · 04-30 17:55
国元证券:给予青岛啤酒买入评级
深度*公司*青岛啤酒(600600):1Q24量减价增 成本红利如期释放
中银国际证券股... · 04-30 17:11
深度*公司*青岛啤酒(600600):1Q24量减价增 成本红利如期释放
青岛啤酒获中银证券买入评级,1Q24量减价增,成本红利如期释放
金融界 · 04-30 17:11
青岛啤酒获中银证券买入评级,1Q24量减价增,成本红利如期释放
青岛啤酒(600600)3月31日股东户数5.77万户,较上期减少4.98%
证券之星 · 04-30 17:08
青岛啤酒(600600)3月31日股东户数5.77万户,较上期减少4.98%
美银:维持青啤“买入”评级 首季税后盈利超预期
金融界 · 04-30 15:47
美银:维持青啤“买入”评级 首季税后盈利超预期
青岛啤酒04月30日主力净流入5531万元 散户资金抛售
自选股智能写手 · 04-30 15:17
青岛啤酒04月30日主力净流入5531万元 散户资金抛售
青岛啤酒(600600):短期销量承压、成本红利兑现 利润超预期
中信建投证券股... · 04-30 13:33
青岛啤酒(600600):短期销量承压、成本红利兑现 利润超预期
华福证券:给予青岛啤酒买入评级,目标价位108.09元
证券之星 · 04-30 13:20
华福证券:给予青岛啤酒买入评级,目标价位108.09元
中泰证券:给予青岛啤酒买入评级
证券之星 · 04-30 13:16
中泰证券:给予青岛啤酒买入评级
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公司概况
公司名称:
青岛啤酒股份有限公司
所属行业:
酒、饮料和精制茶制造业
上市日期:
1993-08-27
主营业务:
青岛啤酒股份有限公司的主营业务为啤酒制造、销售以及与之相关的业务。公司主要产品为啤酒,公司拥有的“青岛啤酒”品牌是我国首批十大驰名商标之一,在国内外市场具有强大的品牌影响力和较高的知名度,2019年,青岛啤酒以人民币1,637.72亿元的品牌价值继续保持中国啤酒行业品牌价值第一(世界品牌实验室发布)。
发行价格:
6.38
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2024-05-06。"},"requestUrl":"/m/hq/s/600600/","defaultTab":"news","newsList":[{"id":"2432693227","title":"青岛啤酒获开源证券增持评级,高基数下销量短期承压,关注赛事催化和旺季表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2432693227","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2432693227?lang=zh_cn&edition=full","pubTime":"2024-05-02 09:35","pubTimestamp":1714613717,"startTime":"0","endTime":"0","summary":"2024年5月2日, 青岛 啤酒 获开源证券增持评级,近一个月青岛啤酒获得13份研报关注。结构持续升级,销量略有下滑,2024Q1啤酒销量同比-7.6%,吨价同比+2.5%,结构升级有所放缓。同时成本端大麦、玻瓶、纸箱等原料价格有望回落,公司利润仍有望保持较快增长。2024年奥运等赛事有望提振市场情绪,关注旺季表现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050209392887c94f89&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050209392887c94f89&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432066022","title":"开源证券:给予青岛啤酒增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2432066022","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2432066022?lang=zh_cn&edition=full","pubTime":"2024-05-02 09:20","pubTimestamp":1714612839,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司张宇光,方勇近期对青岛啤酒进行研究并发布了研究报告《公司信息更新报告:高基数下销量短期承压,关注赛事催化和旺季表现》,本报告对青岛啤酒给出增持评级,当前股价为81.96元。最新盈利预测明细如下:该股最近90天内共有40家机构给出评级,买入评级37家,增持评级3家;过去90天内机构目标均价为101.36。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050200000740.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2432699244","title":"青岛啤酒(600600):成本改善明显 盈利能力持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2432699244","media":"信达证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2432699244?lang=zh_cn&edition=full","pubTime":"2024-05-02 00:00","pubTimestamp":1714579200,"startTime":"0","endTime":"0","summary":"事件:青岛啤酒发布2024 年一季度报告,2024Q1 实现营收101.5 亿元,同比-5.19%;实现归母净利润15.97 亿元,同比+10.06%;实现扣非归母净利润15.13 亿元,同比+12.11%。从市场关注的产品结构来看,2024Q1 公司千升酒收入同比+2.6%至4647 元,虽然一季度总量下降,但是中高端及以上产品销量下滑较少,2024Q1 销量同比-2.4%至96 万千升,其结构占比有所提升,同比+2.3pct。2024Q1 主品牌销量同比-5.6%至132 万千升,销量占比同比+1.2pct。Q1 千升酒成本下降,毛利率同比+2.1pct。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050210115787c9625e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050210115787c9625e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432990985","title":"信达证券:给予青岛啤酒买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2432990985","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2432990985?lang=zh_cn&edition=full","pubTime":"2024-05-01 11:52","pubTimestamp":1714535537,"startTime":"0","endTime":"0","summary":"信达证券股份有限公司马铮近期对青岛啤酒进行研究并发布了研究报告《成本改善明显,盈利能力持续提升》,本报告对青岛啤酒给出买入评级,当前股价为81.96元。 点评: 高基数下Q1销量承压,千升酒收入稳健增长。最新盈利预测明细如下:该股最近90天内共有39家机构给出评级,买入评级36家,增持评级3家;过去90天内机构目标均价为103.66。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050100016509.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2432656171","title":"青岛啤酒(600600)2024年一季报点评:成本红利释放 营收有望提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2432656171","media":"民生证券","top":-1,"share":"https://www.laohu8.com/m/news/2432656171?lang=zh_cn&edition=full","pubTime":"2024-05-01 09:21","pubTimestamp":1714526495,"startTime":"0","endTime":"0","summary":"事件:2024 年4 月29 日,公司发布2024 年一季报。高基数下销量略有承压,结构升级节奏稳健,Q2 营收有望提速。展望Q2,随着啤酒旺季逐步到来,公司有望积极开展市场投入动作,叠加销量基数回落,Q2 营收有望提速。成本红利兑现,费用持续精益,盈利能力稳步提升。公司收入端韧性强,且年内成本红利有望稳步释放,业绩确定性较高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050109213587c5e262&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050109213587c5e262&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432557205","title":"青岛啤酒获融资买入0.27亿元,近三日累计买入0.91亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2432557205","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2432557205?lang=zh_cn&edition=full","pubTime":"2024-05-01 08:11","pubTimestamp":1714522302,"startTime":"0","endTime":"0","summary":"4月30日,沪深两融数据显示,青岛啤酒获融资买入额0.27亿元,居两市第368位,当日融资偿还额0.58亿元,净卖出3136.96万元。最近三个交易日,26日-30日,青岛啤酒分别获融资买入0.23亿元、0.42亿元、0.27亿元。融券方面,当日融券卖出2.53万股,净买入1.39万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050108115287c5b1bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050108115287c5b1bd&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2432855193","title":"青岛啤酒(600600)4月30日主力资金净买入4911.07万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2432855193","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2432855193?lang=zh_cn&edition=full","pubTime":"2024-05-01 07:43","pubTimestamp":1714520605,"startTime":"0","endTime":"0","summary":"证券之星消息,截至2024年4月30日收盘,青岛啤酒报收于81.96元,上涨3.34%,换手率1.6%,成交量11.31万手,成交额9.26亿元。近5日资金流向一览见下表:青岛啤酒融资融券信息显示,融资方面,当日融资买入2659.45万元,融资偿还5796.41万元,融资净偿还3136.96万元。青岛啤酒主营业务:是一家中国的啤酒生产商和经销商。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024050100012365.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2432372656","title":"青岛啤酒24Q1点评:高基数但成本下降兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2432372656","media":"华安证券","top":-1,"share":"https://www.laohu8.com/m/news/2432372656?lang=zh_cn&edition=full","pubTime":"2024-05-01 00:06","pubTimestamp":1714493205,"startTime":"0","endTime":"0","summary":"青岛啤酒主要观点:公司发布2024年一季报:24Q1:营收101.5亿,归母16.0亿,扣非15.1亿基本符合我们前瞻预期但超市场预期。投资建议:逐季改善,维持“买入”我们的观点:当前Q1销量高基数已过,同时5月起进入啤酒消费旺季,为布局良机。24全年销量增速预计逐季改善,同时结构提升持续;大麦成本有望实现高单位数下降,24H2起集中兑现,铝罐成本亦下行。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405010006508b66e82d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405010006508b66e82d&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431220653","title":"华安证券:给予青岛啤酒买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431220653","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431220653?lang=zh_cn&edition=full","pubTime":"2024-04-30 22:26","pubTimestamp":1714487166,"startTime":"0","endTime":"0","summary":"华安证券股份有限公司邓欣,罗越文近期对青岛啤酒进行研究并发布了研究报告《青岛啤酒24Q1点评:高基数但成本下降兑现》,本报告对青岛啤酒给出买入评级,当前股价为81.96元。最新盈利预测明细如下:该股最近90天内共有39家机构给出评级,买入评级36家,增持评级3家;过去90天内机构目标均价为103.66。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000054118.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431317882","title":"青岛啤酒(600600)2024一季报点评:成本端改善 高端化持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2431317882","media":"国元证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2431317882?lang=zh_cn&edition=full","pubTime":"2024-04-30 19:12","pubTimestamp":1714475529,"startTime":"0","endTime":"0","summary":"事件公司公告2024 一季报。24Q1,公司啤酒销量218.4 万千升,同比-7.6%,其中主品牌青岛啤酒销量132.2 万千升,同比-5.6%,中高端以上产品销量96 万千升,同比-2.4%;中高端以上产品销量占总销量的44.0%,同比+2.3pct。3)成本端同比改善。盈利能力持续提升1 ) 毛利率及净利率提升。24Q1 , 公司销售净利率/ 毛利率分别为15.99%/40.44%,同比分别+2.23/+2.12pct,公司毛利率提升主要是成本端改善和产品结构升级带动。风险提示高端化进程不及预期风险、市场竞争加剧风险、食品安全风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043019121887c390e8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043019121887c390e8&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431158083","title":"青岛啤酒获国元证券买入评级,成本端改善,高端化持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2431158083","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431158083?lang=zh_cn&edition=full","pubTime":"2024-04-30 18:02","pubTimestamp":1714471366,"startTime":"0","endTime":"0","summary":"4月30日,青岛啤酒获国元证券买入评级,近一个月青岛啤酒获得11份研报关注。研报预计公司24/25/26年归母净利分别为50.58/57.86/64.73亿元,增速18.51%/14.40%/11.87%,对应4月29日市值1,082亿元。研报认为,公司实施青岛啤酒主品牌+崂山啤酒全国性第二品牌战略,加速青岛啤酒主品牌“1+1+1+2+N”产品组合发展,优化产品结构,青岛经典、青岛白啤等快速增长;公司深耕一纵两横市场战略带,不断巩固基地市场优势地位,积极开拓新兴市场,优化管理运营效率。风险提示:高端化进程不及预期风险、市场竞争加剧风险、食品安全风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043018155287c362de&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043018155287c362de&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431939045","title":"国元证券:给予青岛啤酒买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431939045","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431939045?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:55","pubTimestamp":1714470951,"startTime":"0","endTime":"0","summary":"国元证券股份有限公司邓晖,朱宇昊近期对青岛啤酒进行研究并发布了研究报告《青岛啤酒2024一季报点评:成本端改善,高端化持续推进》,本报告对青岛啤酒给出买入评级,当前股价为81.96元。 青岛啤酒 事件 公司公告2024一季报。最新盈利预测明细如下:该股最近90天内共有39家机构给出评级,买入评级36家,增持评级3家;过去90天内机构目标均价为103.66。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000041825.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431391001","title":"深度*公司*青岛啤酒(600600):1Q24量减价增 成本红利如期释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2431391001","media":"中银国际证券股...","top":-1,"share":"https://www.laohu8.com/m/news/2431391001?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:11","pubTimestamp":1714468315,"startTime":"0","endTime":"0","summary":"高基数下公司1Q24 销量下滑,吨价增幅有所放缓。成本红利如期释放,销售费用率收缩,归母净利率升幅较大。1)成本端,澳麦双反取消、包材价格压力缓解带来的成本红利如期释放,公司吨成本同比-1%至2768 元。在结构升级与吨成本下降的带动下,公司1Q24 毛利率同比提升2.1pct至40.4%。随着澳麦双反政策的取消、步入新的采购周期,公司在1Q24 体现出了较大的成本弹性,后续有望持续兑现成本红利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301712008b65a03b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301712008b65a03b&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431739483","title":"青岛啤酒获中银证券买入评级,1Q24量减价增,成本红利如期释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2431739483","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431739483?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:11","pubTimestamp":1714468313,"startTime":"0","endTime":"0","summary":"4月30日,青岛啤酒获中银证券买入评级,近一个月青岛啤酒获得10份研报关注。研报认为,高基数下公司1Q24销量下滑,吨价增幅有所放缓。成本红利如期释放,销售费用率收缩,归母净利率升幅较大,建议积极布局。对青岛啤酒而言,公司在“一纵两横”区域战略的指导下,持续巩固、提升基地市场内的优势地位。随着澳麦双反政策的取消、步入新的采购周期,公司在1Q24体现出了较大的成本弹性,后续有望持续兑现成本红利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301711578b65a030&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301711578b65a030&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431006391","title":"青岛啤酒(600600)3月31日股东户数5.77万户,较上期减少4.98%","url":"https://stock-news.laohu8.com/highlight/detail?id=2431006391","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431006391?lang=zh_cn&edition=full","pubTime":"2024-04-30 17:08","pubTimestamp":1714468083,"startTime":"0","endTime":"0","summary":"证券之星消息,近日青岛啤酒披露,截至2024年3月31日公司股东户数为5.77万户,较2月29日减少3028.0户,减幅为4.98%。在非白酒行业个股中,青岛啤酒股东户数高于行业平均水平,截至3月31日,非白酒行业平均股东户数为4.31万户。从股价来看,2024年2月29日至2024年3月31日,青岛啤酒区间涨幅为3.9%,在此期间股东户数减少3028.0户,减幅为4.98%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043017161887c326e7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043017161887c326e7&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431644903","title":"美银:维持青啤“买入”评级 首季税后盈利超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431644903","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431644903?lang=zh_cn&edition=full","pubTime":"2024-04-30 15:47","pubTimestamp":1714463260,"startTime":"0","endTime":"0","summary":"美银证券发表报告,指青岛啤酒(600600)首季收入按年跌5.2%,略逊市场预期,但税后盈利及核心税后盈利按年升10.1%及12%,均胜市场预期的中至高单位数增长。该行相信盈利强劲受惠于较低原材料成本及销售开支季度性波动。该行指。青啤首季销量增长落后本地同业,但情况于4月收窄,部分受惠于低基数。但该行警惕去年5月及6月基数略升对销量增长趋势的短期影响,且销售均价短期承压。该行维持对青啤估算及今年销售均价录低至中单位数增长预测,在较弱的销售均价下,成本利好及地域性整合仍可为公司带来良好的盈利率缓冲及支持其双位数每股盈利增长。该行维持对青啤H股“买入”评级,目标价75港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301551458b654ad7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301551458b654ad7&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431365886","title":"青岛啤酒04月30日主力净流入5531万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2431365886","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431365886?lang=zh_cn&edition=full","pubTime":"2024-04-30 15:17","pubTimestamp":1714461423,"startTime":"0","endTime":"0","summary":"04月30日, 青岛啤酒股价涨3.34%,报收81.96元,成交金额9.26亿元,换手率1.60%,振幅2.98%,量比2.17。青岛啤酒今日主力资金净流入5531万元,上一交易日主力净流出344万元。该股近5个交易日上涨3.93%,主力资金累计净流出4423万元;近20日主力资金累计净流出5457万元,其中净流出天数为11日。该行业中净流入前三个股分别为青岛啤酒、百润股份、张裕A。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301517138b652909&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301517138b652909&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431353032","title":"青岛啤酒(600600):短期销量承压、成本红利兑现 利润超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431353032","media":"中信建投证券股...","top":-1,"share":"https://www.laohu8.com/m/news/2431353032?lang=zh_cn&edition=full","pubTime":"2024-04-30 13:33","pubTimestamp":1714455184,"startTime":"0","endTime":"0","summary":"核心观点啤酒行业整体受去年同期高基数影响,公司短期销量相对承压,但公司产品结构持续优化,中高端产品占比提升、相对稳健,吨价继续提升,同时成本红利兑现、销售费用收缩,公司利润表现超预期。234 年Q1 公司实现总销量218.4 万千升,同比下滑7.6%,其中青岛主品牌销售 132 万千升,同比下滑5.6%,中高端以上产品销量96 万吨,同比下滑2.4%,副品牌销量86.2 万千升,同比下滑10.4%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043013330987c247ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:20","pubTimestamp":1714454443,"startTime":"0","endTime":"0","summary":"华福证券有限责任公司刘畅,张东雪,林若尧近期对青岛啤酒进行研究并发布了研究报告《高端化韧性彰显,利润率提升逻辑稳步兑现》,本报告对青岛啤酒给出买入评级,认为其目标价位为108.09元,当前股价为82.09元,预期上涨幅度为31.67%。最新盈利预测明细如下:该股最近90天内共有39家机构给出评级,买入评级36家,增持评级3家;过去90天内机构目标均价为103.42。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000025219.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431533009","title":"中泰证券:给予青岛啤酒买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431533009","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431533009?lang=zh_cn&edition=full","pubTime":"2024-04-30 13:16","pubTimestamp":1714454168,"startTime":"0","endTime":"0","summary":"中泰证券股份有限公司范劲松,熊欣慰,晏诗雨近期对青岛啤酒进行研究并发布了研究报告《业绩超预期,成本红利显现》,本报告对青岛啤酒给出买入评级,当前股价为82.0元。2024Q1公司销量同比下降7.6%至218.4万千升,主要系2023Q1销量同比增长11.0%带来的高基数。最新盈利预测明细如下:该股最近90天内共有39家机构给出评级,买入评级36家,增持评级3家;过去90天内机构目标均价为103.42。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024043000025196.shtml","is_publish_highlight":false,"gpt_icon":0}],"profile":{"ret":0,"listingDate":"1993-08-27","address":"山东省青岛市市北区登州路56号","stockEarnings":[{"period":"1week","weight":0.0393},{"period":"1month","weight":-0.0169},{"period":"3month","weight":0.1766},{"period":"6month","weight":0.0141},{"period":"1year","weight":-0.286},{"period":"ytd","weight":0.0965}],"companyName":"青岛啤酒股份有限公司","boardCode":"AI0015","perCapita":"12207股","boardName":"酒、饮料和精制茶制造业","registeredCapital":"136419万元","compareEarnings":[{"period":"1week","weight":0.0274},{"period":"1month","weight":0.0209},{"period":"3month","weight":0.1134},{"period":"6month","weight":0.0317},{"period":"1year","weight":-0.0657},{"period":"ytd","weight":0.0437}],"survey":" 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