啤酒股集體走高 珠江啤酒逼近漲停 青島啤酒創歷史新高
格隆匯6月19日丨啤酒股午後持續走高,珠江啤酒大漲超9%逼近漲停,青島啤酒漲近7%,盤中股價創歷史新高;重慶啤酒漲近5%,燕京啤酒、惠泉啤酒集體走高。川財證券指出,一季度受疫情影響全國啤酒產量下滑33%,二季度以來餐飲渠道、除夜場以外的流通渠道均恢復良好,其中頭部啤酒廠商增長勢頭良好,二季度有望實現穩健增長,環比改善確定性高。此外,啤酒行業結構升級趨勢顯著,高檔啤酒銷量佔比持續提升,其中低檔啤酒銷量佔比從2011年的61.60%下滑至2018年的35.50%,同期中檔啤酒銷量佔比從27.20%上升至29.65%,高檔啤酒銷量佔比從11.20%上升至34.85%。啤酒頭部廠商在高檔啤酒領域具備品牌、渠道、產品等先發優勢,未來仍將呈現馬太效應下的強者恆強。

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