港股异动 | 华润啤酒(00291)涨近7%领涨啤酒股行业即将走出销量高基数机构称旺季值得期待

智通财经04-22

智通财经APP获悉，啤酒股早盘回暖，截至发稿，华润啤酒(00291)涨6.81%，报34.5港元；青岛啤酒股份(00168)涨5.73%，报54.4港元；百威亚太(01876)涨2.99%，报10.34港元。

国泰君安发布研报称，预计2024年4月后啤酒头部企业高基数效应趋弱，景气回暖下，产业销量增速或逐季修复，当下各地啤酒动销及库存水平正常，需求偏弱不改啤酒产品结构升级趋势，1Q24头部企业吨价抬升延续，预计1Q24行业收入端增速略下滑，利润端增速持平左右。

东吴证券则表示，啤酒2024Q1动销良好，今年各家酒企将以提结构、保利润作为今年战略重点，深耕各自强势市场，部分产品存在提价&减费空间，结构升级延续。同时企业倾向控制在竞争对手强势市场的费用投入以提升费效比，盈利能力有望继续改善，顺周期场景复苏之下，2024年旺季值得期待。目前板块内具有业绩支撑的优质标的股价已处于历史估值下限，存较大上修空间。

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