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港股異動 | 啤酒股集體上漲 機構稱場景恢復+低基礎高增長有望帶動行業實現淡季不淡
格隆匯2月13日丨百利達集團控股漲進8%,威揚酒業控股漲3.7%,華潤啤酒漲2.6%,青島啤酒漲進2%,百威亞太跟漲。德邦證券指出,2023年1月消費逐步回暖,春節期間迎來返鄉大潮,餐飲有所恢復,帶動啤酒現飲渠道增長;但春節提前對發貨端略有影響,2月在補庫存需求與發貨逐步正常化下存在數據好轉的可能性,同時夜場、餐飲等場景環比持續改善,帶動啤酒消費。3月起行業銷量進入低基數階段,場景恢復+低基礎高增長有望帶動啤酒行業實現淡季不淡。全年重點關注行業高端化進程、消費場景修復和成本壓力演繹。

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