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啤酒板塊走強 青島啤酒(600600.SH)盤中大漲超9% 高端化有望超預期
格隆匯8月18日丨啤酒板塊走強,青島啤酒盤中一度大漲超9%,現漲超7%;重慶啤酒漲近5%。港股方面,華潤啤酒漲近5%,將在今日盤後公佈業績;青島啤酒股份漲超4%,百威亞太漲近2%。據研報,8月16日山東區域青島純生終端供貨價上調4元/箱,提價幅度約5%,預計後續出廠價跟隨上調。今年上半年來,啤酒高端化銷售仍維持較快增速,統計局數據顯示1-6月規模以上酒企銷量約1889萬噸,同比增長10.25%。分析稱,行業二季度高基數已在預期之內,下半年行業性提價等預期下,啤酒結構升級紅利持續釋放,未來3-5年板塊業績確定性高,尤其是高端化有望超預期。

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