港股异动 | 百威亚太(01876)跌超4%领跌啤酒股啤酒需求短期受压制旺季将至数据有望环比改善

智通财经06-20

智通财经APP获悉，啤酒股今日普跌，截至发稿，华润啤酒(00291)跌4.29%，报27.9港元；百威亚太(01876)跌3.62%，报8.79港元；青岛啤酒股份(00168)跌1.66%，报53.3港元。申万宏源指出，24年初至今消费疲软+雨水天气较多压制啤酒需求，展望6-8月旺季，基数压力将环比减小，若天气状况良好，啤酒月度数据表现有望环比改善。成本方面，麦芽成本预计有望双位数下行，玻瓶、铝罐...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2444250435?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-20 14:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2444250435","market":"hk","top_or_hot":-1,"title":"港股异动 | 百威亚太(01876)跌超4%领跌啤酒股 啤酒需求短期受压制 旺季将至数据有望环比改善","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，啤酒股今日普跌，截至发稿，华润啤酒(00291)跌4.29%，报27.9港元；百威亚太(01876)跌3.62%，报8.79港元；青岛啤酒股份(00168)跌1.66%，报53.3港元。申万宏源指出，24年初至今消费疲软+雨水天气较多压制啤酒需求，展望6-8月旺季，基数压力将环比减小，若天气状况良好，啤酒月度数据表现有望环比改善。成本方面，麦芽成本预计有望双位数下行，玻瓶、铝罐...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406201435279f51551c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>港股异动 | 百威亚太(01876)跌超4%领跌啤酒股 啤酒需求短期受压制 旺季将至数据有望环比改善</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港股异动 | 百威亚太(01876)跌超4%领跌啤酒股 啤酒需求短期受压制 旺季将至数据有望环比改善\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406201435279f51551c&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，啤酒股今日普跌，截至发稿，华润啤酒(00291)跌4.29%，报27.9港元；百威亚太(01876)跌3.62%，报8.79港元；青岛啤酒股份(00168)跌1.66%，报53.3港元。申万宏源指出，24年初至今消费疲软+雨水天气较多压制啤酒需求，展望6-8月旺季，基数压力将环比减小，若天气状况良好，啤酒月度数据表现有望环比改善。成本方面，麦芽成本预计有望双位数下行，玻瓶、铝罐...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406201435279f51551c&s=b\">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":"BK1578","symbol_name":"个体经济","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406201435279f51551c&s=b","article_id":"2444250435","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406201435279f51551c&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},"url":"https://stock-news.laohu8.com/highlight/detail?id=2444250435","pubTimestamp":1718865242,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"智通财经APP获悉，啤酒股今日普跌，截至发稿，华润啤酒跌4.29%，报27.9港元；百威亚太跌3.62%，报8.79港元；青岛啤酒股份跌1.66%，报53.3港元。浦银国际指出，华润啤酒的股价在过去40日内大幅下滑25%左右。随着旺季的开始、基数的回落以及全国大部分地区天气的放晴转热，我们预计市场情绪将在短期内改善，助力华润啤酒估值的回升。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80291":"华润啤酒-R","BK1578":"个体经济","00291":"华润啤酒","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","HSTECH":"恒生科技指数","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","07226":"XL二南方恒科","BK1510":"啤酒","BK1180":"啤酒酿造商","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK1604":"节假日概念","HSCEI":"国企指数","01876":"百威亚太","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK1589":"北水核心资产","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC"},"translate_title":"Hong Kong stocks changed Budweiser Asia Pacific (01876) fell more than 4% to lead the decline in beer stocks Beer demand is suppressed in the short term, and the peak season is approaching. Data is expected to improve month-on-month","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80291":0.9,"01876":1,"HSTECH":1,"HSCEI":1,"07226":1,"00291":0.9},"content_text":"智通财经APP获悉，啤酒股今日普跌，截至发稿，华润啤酒(00291)跌4.29%，报27.9港元；百威亚太(01876)跌3.62%，报8.79港元；青岛啤酒股份(00168)跌1.66%，报53.3港元。申万宏源指出，24年初至今消费疲软+雨水天气较多压制啤酒需求，展望6-8月旺季，基数压力将环比减小，若天气状况良好，啤酒月度数据表现有望环比改善。成本方面，麦芽成本预计有望双位数下行，玻瓶、铝罐等包材成本综合看预计维持稳定。浦银国际指出，华润啤酒的股价在过去40日内大幅下滑25%左右。较弱的市场情绪主要是由于市场担心疲软的餐饮渠道和全国多雨的天气可能令啤酒销量承压，茅台近期批价大幅下滑加大了华润白酒业务发展前景的不确定性。该行认为，公司短期股价明显超跌。随着旺季的开始、基数的回落以及全国大部分地区天气的放晴转热，我们预计市场情绪将在短期内改善，助力华润啤酒估值的回升。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/2444250435"}

港股异动 | 百威亚太(01876)跌超4%领跌啤酒股 啤酒需求短期受压制 旺季将至数据有望环比改善

精彩评论

港股异动 | 百威亚太(01876)跌超4%领跌啤酒股啤酒需求短期受压制旺季将至数据有望环比改善