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板塊異動 | 啤酒股普漲,華潤啤酒漲超4%
uSMART盈立智投12月23日消息,週三港股早盤,啤酒股普漲,截至10:37分,華潤啤酒漲4.05%,青島啤酒漲2.93%,百威亞太漲0.4%。
【華潤啤酒支持20倍槓桿日內交易】
天風證券稱,長短期邏輯持續催化,核心聚焦結構升級。短期來看,啤酒行業具備低基數和量價齊升預期。疫情影響下,行業20Q1基數較低,同時銷量和結構升級方面均有所影響。展望明年,在即飲場景不斷恢復以及賽事等影響下,銷量和噸價有望加速提升,奠定全年業績高增基礎。長期來看,行業結構升級仍是核心邏輯。把握結構升級主旋律,持續推薦青島啤酒、華潤啤酒、珠江啤酒、重慶啤酒,關注燕京啤酒邊際改善。
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