港股異動 | 啤酒股反彈 百威亞太(1876.HK)漲3.47%
格隆匯5月25日丨啤酒股反彈,百威亞太(1876.HK)漲3.47%、華潤啤酒(0291.HK)漲2.71%。中原證券指,啤酒板塊近期下跌主要源於我國政府決定對澳麥加徵反傾銷税和反補貼税,及有可能提高國內啤酒企業的釀造成本。但啤酒板塊在加徵澳麥税之前已經進入了提價和控費的發展階段。也因此,進口大麥的漲價預期將會強化啤酒上市公司控費和提價的進化意願,而事實上,從採集的市場信息來看,部分高端和低端啤酒的市場價格近兩個月在上升。認為該事件對於啤酒板塊的二級市場走勢大概率會形成正面作用,啤酒板塊的漲勢並不會因此改變。

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