短短两个月股价翻倍！盛夏即将来临，这个板块已躁动不安

上海证券报2021-05-19

盛夏还没到来，啤酒股的麦芽香气已经在市场中弥漫开来。近期啤酒股的集中上涨，已经成为震荡市中一道亮丽的风景线。3月15日至今，A股重庆啤酒涨幅超过100%，青岛啤酒、珠江啤酒短期涨幅均超过30%；港股的青岛啤酒股份、华润啤酒也有显著上涨。对于早已潜伏在相关个股中的基金来说，收获的季节已经提前开始。公开信息显示，多位管理规模较大的绩优基金一季度加仓啤酒股。比如谢治宇管理的兴全合宜一季报十大重仓...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

xiaohei85
2021-05-19
xiaohei85
冲啊
mambaba
2021-05-19
mambaba
刺激

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1138902918?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","is_english":false,"pubTime":"2021-05-19 16:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1138902918","market":"sh","top_or_hot":-1,"title":"短短两个月股价翻倍！盛夏即将来临，这个板块已躁动不安","media":"上海证券报","content":"<div>\n<p>盛夏还没到来，啤酒股的麦芽香气已经在市场中弥漫开来。\n近期啤酒股的集中上涨，已经成为震荡市中一道亮丽的风景线。3月15日至今，A股重庆啤酒涨幅超过100%，青岛啤酒、珠江啤酒短期涨幅均超过30%；港股的青岛啤酒股份、华润啤酒也有显著上涨。\n\n对于早已潜伏在相关个股中的基金来说，收获的季节已经提前开始。公开信息显示，多位管理规模较大的绩优基金一季度加仓啤酒股。\n比如谢治宇管理的兴全合宜一季报十大重仓...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7ohoNY8st-Mfo-zT5UrRww\">网页链接</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>短短两个月股价翻倍！盛夏即将来临，这个板块已躁动不安</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n短短两个月股价翻倍！盛夏即将来临，这个板块已躁动不安\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7ohoNY8st-Mfo-zT5UrRww><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>盛夏还没到来，啤酒股的麦芽香气已经在市场中弥漫开来。\n近期啤酒股的集中上涨，已经成为震荡市中一道亮丽的风景线。3月15日至今，A股重庆啤酒涨幅超过100%，青岛啤酒、珠江啤酒短期涨幅均超过30%；港股的青岛啤酒股份、华润啤酒也有显著上涨。\n\n对于早已潜伏在相关个股中的基金来说，收获的季节已经提前开始。公开信息显示，多位管理规模较大的绩优基金一季度加仓啤酒股。\n比如谢治宇管理的兴全合宜一季报十大重仓...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7ohoNY8st-Mfo-zT5UrRww\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00291","symbol_name":"华润啤酒","start_time":0,"source_url":"https://mp.weixin.qq.com/s/7ohoNY8st-Mfo-zT5UrRww","article_id":"1138902918","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86"],"rights":{"source":"shzqb","url":"https://mp.weixin.qq.com/s/7ohoNY8st-Mfo-zT5UrRww","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1138902918","pubTimestamp":1621412755,"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"盛夏还没到来，啤酒股的麦芽香气已经在市场中弥漫开来。\n近期啤酒股的集中上涨，已经成为震荡市中一道亮丽的风景线。3月15日至今，A股重庆啤酒涨幅超过100%，青岛啤酒、珠江啤酒短期涨幅均超过30%；港股","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600132":"重庆啤酒","600600":"青岛啤酒","00291":"华润啤酒","002461":"珠江啤酒","00168":"青岛啤酒股份"},"translate_title":"The stock price doubled in just two months! Midsummer is approaching, and this plate is already restless","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f1378a67aa632e6b0781aa54f9382e58","symbols_score_info":{"600132":0.9,"600600":0.9,"00168":0.9,"002461":0.9,"00291":0.9},"content_text":"盛夏还没到来，啤酒股的麦芽香气已经在市场中弥漫开来。\n近期啤酒股的集中上涨，已经成为震荡市中一道亮丽的风景线。3月15日至今，A股重庆啤酒涨幅超过100%，青岛啤酒、珠江啤酒短期涨幅均超过30%；港股的青岛啤酒股份、华润啤酒也有显著上涨。\n\n对于早已潜伏在相关个股中的基金来说，收获的季节已经提前开始。公开信息显示，多位管理规模较大的绩优基金一季度加仓啤酒股。\n比如谢治宇管理的兴全合宜一季报十大重仓新增了华润啤酒；焦巍管理的银华富裕一季报加仓重庆啤酒，持仓占比从上年四季度的4.79%提高至8.05%；朱少醒管理的富国天惠一季度也加仓了珠江啤酒510.88万股。\n\n对此，不少公募基金经理近期在采访中表示，啤酒股在启动产品高端化升级后利润弹性明显，且板块整体在春节后的调整中跌幅较大，有望成为二季度消费领域的投资主线。\n国盛证券研报显示，青岛啤酒2019年推出青啤1903国潮罐、全麦白啤，2020年推出新款白啤、皮尔森精酿、琥珀拉格等高端新品。尤其是新款白啤2020年上市后受到市场欢迎，起量迅速，已经成为公司高档产品矩阵中增长最快的产品，预计2021年继续放量。\n从近期表现亮眼的重庆啤酒也可以看到，去年12月，重庆啤酒完成与嘉士伯的资产重组，2021年作为公司重组后的第一年，高端化战略已经初见成效。安信证券研报统计显示，2021年一季度产品销量同比增长53.42%，达到 71.11 万千升，吨价增长3.43%至 4524元。高档、主流、经济产品营收分别为11.08亿元、17.60亿元和3.50亿元，同比分别增长98.91%、51.20%和14.05%，高档产品增速显著高于主流和经济型产品。\n再以华润啤酒为例，兴业证券研报显示，受疫情影响，2020年公司营收314.48 亿元，同比下降5.2%，其中喜力实现翻倍增长。从销量来看，整体啤酒销量1110.2万吨，同比下降2.9%，表现优于行业。其中，高端及次高端啤酒销量146万吨，同比增长11.1%。\n业内人士分析称，从短期来看，啤酒的销售旺季还没到来，在国内疫情基本受控的背景下，餐饮业复苏叠加夜场等渠道回归，均有利于中高端啤酒销售。主要关注高端品的竞争情况。从长期看，未来5年啤酒板块格局将逐渐清晰，龙头企业将在高端产品竞争中杀出重围，获得持续的利润回报。\n一位绩优基金经理表示，啤酒的投资逻辑很简单，就是在过去十几年里，行业内公司不断地打价格战，造成的结果是：首先是小公司全部出局，仅剩青岛、华润、珠江、燕京等几家大公司，行业格局逐渐清晰；其次是利润非常微薄。“其实现在所有的啤酒公司现在都在做同样的一件事，就是把新的高端的产品推向市场，把低端的产品逐渐减少费用投放。这是一条坡长雪厚的好赛道，只需要顺应消费者自然的升级需求，就可以不断取得利润的增长。”\n“啤酒行业的问题不是供给收缩。供给一直是存在的，也不是说供给收缩了之后价格就能提上去。啤酒行业的问题是过去一直没有给大家提供足够好的产品。”另一位深耕消费的基金经理表示，“为什么现在看好啤酒行业？因为大家终于意识到了，10块钱以上的酒才是酒，10块钱以下的啤酒是水。企业开始拼‘好喝’，这意味着行业开始走上正轨。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":197044494,"gmtCreate":1621414236818,"gmtModify":1634189342403,"author":{"id":"3580890428635856","authorId":"3580890428635856","name":"xiaohei85","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580890428635856","idStr":"3580890428635856"},"htmlText":"冲啊","listText":"冲啊","text":"冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197044494","repostId":1138902918,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":197051847,"gmtCreate":1621412907989,"gmtModify":1631887957725,"author":{"id":"3570693631291549","authorId":"3570693631291549","name":"mambaba","avatar":"https://static.tigerbbs.com/4a459a58516aac3efc8c3cf01151efa2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3570693631291549","idStr":"3570693631291549"},"htmlText":"刺激","listText":"刺激","text":"刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197051847","repostId":1138902918,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","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},"href":"/m/news/1138902918"}