港股異動 | 啤酒股普漲 潤啤(0291.HK)、青啤(0168.HK)齊創歷史新高
格隆匯12月9日丨啤酒股普漲,潤啤(0291.HK)漲超4%領漲,該股盤中高見66港元再創歷史新高;青啤(0168.HK)漲超3%,盤中高見82港元亦創歷史新高。個股方面,潤啤自11月以來持續獲南下資金青睞,其港股通累計持倉比例自11月2日的10.12%逐步攀升至最新(12月4日)的12.62%。板塊上,國泰君安認為,隨着啤酒行業步入成熟期,價升取代量增成為行業增長邏輯,效率提升和高端化取代規模競爭成為破局之道,在管理優化基礎上形成綜合競爭力的企業將在下一階段的競爭中脱穎而出。摩通亦指,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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