A股異動丨重慶啤酒績後2連跌創逾1個月新低,Q2業績低於預期
重慶啤酒(600132.SH)繼昨日收跌2%後,今日盤中再度跌3.5%至57.25元,績後2連跌,股價創逾1個月新低。重慶啤酒8月14日盤後公佈業績顯示,2024年上半年,公司實現營業收入88.61億元,同比增長4.18%;實現歸屬於上市公司股東的淨利潤9.01億元,同比增長4.19%;實現歸屬於上市公司股東的扣除非經常性損益的淨利潤8.88億元,同比增長3.91%。其中,二季度單季,營收45.68 億元,同比增長1.54%,歸母淨利潤4.49 億元,同比下降5.99%,扣非歸母淨利潤4.42 億元,同比下降6.58%。國泰君安稱,重慶啤酒業績略低於預期,主因成本及費用集約均低於預期,成本集約效應尚未體現。另外,公司二季度高檔場景景氣環比趨弱,2Q24高檔銷量下滑;中檔相對穩健,預計樂堡銷量增長中單以上;而疆外烏蘇、1664依然承壓。

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