异动解读 | 青岛啤酒股价大跌5% 分析师下调评级加上啤酒销量下滑施压

异动解读11-11

港股青岛啤酒股份(00168)11日盘中一度大跌超5%,引发市场关注。分析指出,这与分析师下调公司投资评级和目标价,以及行业整体销量疲软有关。

当日早盘,大和证券发布研究报告,将青岛啤酒股份评级由"买入"下调至"持有",同时将其目标价大幅下调24%至52.6港元。报告表示,虽然预期公司品牌表现强劲,但相比之下更看好华润啤酒的品牌组合和执行力。

除分析师评级外,啤酒行业整体表现不佳也对青岛啤酒股价形成压力。数据显示,今年前三季度全国规模以上啤酒企业产量同比下滑1.5%。分析人士认为,宏观经济修复缓慢、政策对拉动消费作用有限,导致了酒类消费需求疲软。

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