啤酒股走強 重慶啤酒(600132.SH)漲超6%
格隆匯12月12日丨啤酒股走強,重慶啤酒大漲超6%,青島啤酒、珠江啤酒、惠泉啤酒等跟漲。

在對全球171個國家和地區調查後,日本啤酒巨頭麒麟啤酒發佈的最新報告稱,2018年全球啤酒產量較2017年增長了0.6%,達到1.91億千升。這是全球啤酒產量五年來的首次增長。
2013年後,中國啤酒整體銷量一直在下降。經過這一輪的產能優化和調整,中國啤酒行業或已出現拐點。根據啤酒行業專家方剛提供的數據,2018年中國啤酒的總銷量是3800萬噸,較上年增長0.5%;2019年1~10月份銷量增長了1%。
中信建投指出,啤酒板塊經營基本面拐點改善明確,估值處在相對低位,市場預期差較大,可能迎來業績和估值雙升。
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