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港股異動丨啤酒股走強,華潤升超5%,機構稱啤酒行業今年有望充分受益於成本紅利的釋放
港股啤酒股集體走強,其中,華潤啤酒升超5%,百威亞太、香港生力啤和青島啤酒股份升超2%。中銀證券研報指出,啤酒行業結構升級趨勢不改,關注後續成本紅利的釋放。啤酒企業結構升級進程具有韌性。在競爭格局改善、產能出清兩大因素的推動下,中期來看啤酒企業的結構性升級進程雖然可能會降速,但仍然會延續。啤酒行業2024年有望充分受益於成本紅利的釋放,當前行業估值仍有修復空間。

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