华润啤酒(00291)市场情绪开始恢复，预计30日之内股价大幅反弹

浦银国际证券06-20

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(1)疲软的餐饮渠道和全国多雨的天气可能令啤酒销量承压，(2)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。然而，根据我们的研究显示，华润啤酒销量在高基数下基本维持稳健、产品结构持续提升、管理层对全年业绩展望保持乐观态度。这些都让我们相信公司短期股价明显超跌。华润目前股价仅交易在不到15x2024年P/E及...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062013302395c42529&s=b><strong>浦银国际证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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(1)疲软的餐饮渠道和全国多雨的天气可能令啤酒销量承压，(2)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。然而，根据我们的研究显示，华润啤酒销量在高基数下基本维持稳健、产品结构持续提升、管理层对全年业绩展望保持乐观态度。这些都让我们相信公司短期股价明显超跌。华润目前股价仅交易在不到15x2024年P/E及...</p>\n\n<a 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