港股異動 | 華潤啤酒漲5.68%創新高 券商指多重利好催化板塊行情
格隆匯11月15日丨華潤啤酒(0291.HK)持續拉昇,現漲5.68%,報45.55港元創歷史新高,暫成交1.69億港元。百威亞太(1876.HK)現漲4.9%,報29.9港元。光大證券指,根據草根調研,部分企業明年一季度出現提價預期。除此外,三季報顯示主要企業噸價維持中單位數增幅,中高檔產品銷量增長顯著高於企業平均。而啤麥價格近期有所回落,儘管存在反傾銷調查等不確定因素,但需求疲弱疊加主產區產量提升令增幅收窄明顯。同時,關廠進程持續,有望釋放費用率空間,預計華潤全年將有5-8家工廠關閉;青啤同樣提出5年關閉10家工廠規劃,於今年完成2家工廠優化。推薦華潤啤酒、青島啤酒及重慶啤酒行業呈現較為積極的發展前景,利潤率提升邏輯正在得到不斷驗證。
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