港股異動 | 啤酒股終見反彈 華潤啤酒領漲 行業探尋啤+白新模式
格隆匯11月1日丨連續下跌的啤酒股集體反彈,華潤啤酒漲7.16%表現最佳,上個月最大回撤高達32%,青島啤酒漲7%,百威亞太漲3.5%,日前曾創新低價。
近期,啤酒企業探尋“啤+白”模式近日備受市場關注。10月25日,華潤啤酒收購金沙酒業一事最終落地,這也是其在2021年將景芝酒業收入麾下後,在白酒業務佈局上的又一動作。不止華潤啤酒,金星啤酒、珠江啤酒等企業也已瞄準白酒業態。
有業內人士分析認為,啤酒企業入局白酒,主要是為追求淡旺季互補,培育新的利潤增長點。

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