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港A兩地啤酒股全線上漲 潤啤和青啤H股均創新高
格隆匯 07-28 10:42
格隆匯7月28日丨港A兩地啤酒股延續上漲行情,香港生力啤大漲超9%領漲,青啤H股漲超6%續創新高,華潤啤酒亦升超2%破頂。A股方面,重慶啤酒漲4.44%,青島啤酒漲4%。高盛日前報告稱,中國啤酒行業於第二季度復甦勢頭強勁,包括需求增加以及銷售渠道提升夏季的補貨需求。上調行業2020-22年每股盈利預測0-9%,對青島啤酒(00168.HK)及華潤啤酒(00291.HK)目標價分別上調15%及23%。中銀國際亦重申對中國食品及飲料行業的“增持”評級,該行喜愛潤啤和青啤。另外,香港生力啤中期扭虧為盈至278.5萬港元。

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