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板塊異動 | 啤酒股持續擴大漲幅,華潤啤酒漲超8%

uSMART盈立智投3月17日消息,今日港股午盤,啤酒股繼續擴大漲幅,截至14:05,華潤啤酒盤中漲超8%,王朝酒業盤中漲超5.88%,青島啤酒股份盤中漲超5.11%,百威亞太漲4.6%。

王朝酒業昨日公佈,公司將於2021年3月29日舉行董事會會議,藉以考慮及通過公司及其附屬公司截至2020年12月31日止年度的全年業績,以及考慮派發末期股息的建議。王朝酒業同時公告,與去年約7290萬港元公司所有者應佔綜合虧損相比,集團預期截至2020年12月31日止年度將錄得不少於1.1億港元公司所有者應佔綜合盈利。此外,華潤啤酒於3月22日舉行董事會會議審批年度業績。

國泰君安11日發佈研究報告,首予華潤啤酒(00291)“增持”評級,目標價70港元,預計2020-22年淨利潤20.5/36/46億元。德邦證券指出,展望2021年,一方面是競爭格局的優化,行業的提價預期強化,升級有望加速,另一方面今年延期的體育賽事在21年展開,將提振啤酒的旺季需求,推薦華潤啤酒等。

國家商務部指,首兩個月零售銷售額錄得大幅增長,主因是去年基數較低所致。不過,隨著疫情防控形勢平穩向好,各項政策措施落地見效,預計今年後期消費市場總體將繼續呈現恢復性增長態勢。

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