港股异动 | 啤酒股集体回落啤酒消费步入淡季机构称企业对明年总量增长预期不高

智通财经2024-12-13

智通财经APP获悉，啤酒股集体回落，截至发稿，百威亚太(01876)跌5.15%，报7.37港元；华润啤酒(00291)跌3.95%，报26.7港元。而青岛啤酒股份(00168)午后一度转涨。国信证券指出，消费年末啤酒龙头携轻库存进入淡季，目前行业反馈国庆后需求回归平稳，明年需求是否能有明显回暖还需等待政策进一步发力。展望2025年，啤酒企业对明年总量增长的预期不高；行业可能会继续看到渠道结构微调...

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港股异动 | 啤酒股集体回落 啤酒消费步入淡季 机构称企业对明年总量增长预期不高

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港股异动 | 啤酒股集体回落啤酒消费步入淡季机构称企业对明年总量增长预期不高