海通国际发布青岛啤酒研报，销量企稳，蓄势待发

每日经济新闻2025-04-13

海通国际04月13日发布研报称，给予青岛啤酒（600600.SH，最新价：79.63元）评级。评级理由主要包括：1）董事长换届、饮料并入推动组织焕新，顺应行业发展新趋势；2）24年销量虽承压，结构升级与降本增效支撑盈利韧性；3）24Q4量价改善拐点已现，低基数叠加旺季催化下25年修复可期。风险提示：需求恢复缓慢、居民消费力下降、原材料价格上涨。AI点评：青岛啤酒近一个月获得16份券商研报关注，买入...

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