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港股異動 | 啤酒股續漲 青啤(0168.HK)漲超3%領漲
格隆匯 11-20 10:36
格隆匯11月20日丨啤酒股續漲,青啤(0168.HK)漲超3%領漲,潤啤漲超1%逼近昨日盤中創下的歷史新高59.2港元。潤啤今日早間發公告稱,前九月歸屬公司股東綜合利潤約人民幣36.5億元。摩通昨日發報告指,根據國家統計局數據,內地10月啤酒行業生產量按年下跌11.3%至188萬噸,表現遜於市場預期。該行表示,行業生產量放慢不一定代表市場龍頭的銷售量增長亦放緩,雖然整體行業10月產量下跌是令人失望,但並不認為是時候對中國啤酒行業看法轉為負面。摩通喜好內地啤酒業的高檔化趨勢,因可推動毛利率擴張,而市場亦重視啤酒股的增長質素及毛利擴展多於啤酒量的上升,行業中首選潤啤。

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