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港股異動 | 啤酒股走強 華潤啤酒升超5% 機構仍然偏好啤酒行業
格隆匯 12-01 14:41
格隆匯12月1日丨港股啤酒股普遍強勢,華潤啤酒升超5%,青島啤酒股份漲近4%,百威亞太漲3%。交銀國際指出,鑑於百威亞太和華潤啤酒的強勁高端化趨勢和明年從低基數的回升,仍然偏好啤酒行業。中信證券表示,中國啤酒高端化拐點已至,這既是啤酒行業發展的必然階段,也是反覆博弈後啤酒龍頭公司的必然選擇。看好高端化拐點下的啤酒龍頭,首推華潤啤酒、重慶啤酒,推薦青島啤酒、百威亞太。
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