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A股異動丨啤酒股拉昇 消費旺季疊加體育賽事
格隆匯6月17日丨啤酒股拉昇,蘭州黃河漲停,惠泉啤酒逼近漲停,重慶啤酒漲逾6%。歐洲盃已經拉開帷幕,並且下個月東京奧運也將接踵而至。夏天本就是啤酒消費旺季,而足球等競技體育則通常是啤酒最好的促銷載體,有望推動啤酒旺季持續放量。同時,天風證券還指出,啤酒品牌高端升級及新品矩陣佈局將進一步助推旺季結構上行,因此持續看好行業結構升級態勢,維持行業“強大於市”評級。國開證券指出,啤酒一季度業績再次印證行業產品結構升級、盈利能力改善趨勢,看好龍頭公司優勢在旺季中的體現。

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