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啤酒板塊走強 珠江啤酒漲8%
格隆匯 04-24 14:22
格隆匯4月24日丨啤酒板塊走強,珠江啤酒盤中一度漲停,現漲8%,青島啤酒漲近4%,惠泉啤酒、燕京啤酒集體走高。近期餐飲行業復工進度加快,有利於酒類行業恢復。從歷史經驗來看,二季度酒類板塊取得絕對及相對收益的概率為全年最高,酒類板塊正在迎來最佳配置期 。川財證券指出,中國啤酒行業已步入高端機遇期,未來產品結構升級為業績增長核心驅動力。從消費場景以及消費偏好的角度來看,短期疫情影響下預計全年啤酒家庭自飲消費佔比將有所提升,長期利好更加註重產品品質、差異化更優的頭部品牌。
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