啤酒股再度集體拉昇:銷售旺季+成本上漲 或迎集體漲價
格隆匯5月14日丨延續昨日強勢,今日港A兩地啤酒股繼續集體拉昇。A股蘭州黃河漲超7%,重慶啤酒漲超6%,青島啤酒漲超2%,珠江啤酒和燕京啤酒漲超1%;港股華潤啤酒和百威亞太漲超2%,青島啤酒漲超1%。啤酒行業即將進入銷售旺季,百威透露多個品牌已經漲價,打響了行業漲價第一槍,業內人士認為,百威不會是唯一一家漲價酒企。據瞭解,多家投行近期均給出了中國啤酒公司今年或因大麥、包裝材料等成本受壓而提價的預期。今年4月,曾有上市啤酒企業高層向媒體透露,原料價格上漲看起來是一個趨勢,並預計在明年帶來很大壓力。該公司將根據整體市場走勢、明年原材料價格的談判結果等因素來考慮提價計劃。
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