"地攤經濟"吹捧啤酒概念股?青島啤酒股價創歷史新高
uSMART友信智投6月4日消息,港A兩市的啤酒股普升,青島啤酒AH股週四早市齊齊大升,盤中均創歷史新高,截至北京時間11時43分,青島啤酒A股升3.95%,港股升1.72%。華潤啤酒升2.84%。

圖片來源:uSMART友信智投
東北證券財富管理部總經理郭峰表示,啤酒股也受到地攤經濟概念的推動,市場憧憬夜排檔海鮮啤酒的消費會增加。此外,夏季啤酒消費旺季到來,也利好啤酒股。
地攤經濟+夜經濟,券商唱好啤酒夏日行情
東北證券的研究報告表示,從消費來看,李克強總理出席記者會特別提到“地攤經濟”對拉動就業的積極作用,一方面,低端消費品如啤酒、調味品等將直接受到提振,另一方面,就業提升也將推動餐飲旅遊、商貿零售、農林牧漁、食品飲料等大消費行業的盈利持續修復。
新時代證券認為,短期氣溫上升(“夜經濟”與“地攤經濟”等排擋、夜場恢復促進需求)+產品提價,啤酒銷量與氣溫尤其是30度以上,具有強相關性,2020年5月全國30度以上平均天數9.6天,同增3.1天,2020年4月啤酒產量同增7.5%,預計5月份行業銷量將有雙位數增長;中期看,關閉廠房提升效能,提升產能結構,提高ROE水準;長期看,受益於產品結構提升帶來的業績成長。重點推薦股權激勵標的青島啤酒和嘉士伯中國資產注入預期標的重慶啤酒,2020年PE分別為43X和55X;顯著受益標的華潤啤酒、珠江啤酒。
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