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港股異動 | 港A啤酒股走強 券商看好啤酒提價及高端化預期盈利提升
格隆匯6月30日丨港股方面,華潤啤酒漲3.57%,青島啤酒、百威亞太漲超2%;A股方面,重慶啤酒漲5%,燕京啤酒漲4%,青島啤酒、燕京啤酒跟漲。東吳證券稱,看好啤酒提價及高端化下龍頭廠商的預期盈利提升。成本上升和行業的長期高端化趨勢助推啤酒產品供給側升級,從而滿足消費者日益增長高質量消費需求,市場集中度進一步提升未來可期。中泰證券亦指出,中國啤酒5年後仍具備進一步高端化的空間,預計可支撐較高的市盈率水平。短期隨着疫情修復,天氣轉熱,建議積極關注啤酒旺季量價齊升。

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