港股異動丨啤酒股大漲 百威亞太績後一度漲超13% 華潤啤酒漲近3%
港股啤酒股大幅上漲,尤其是百威亞太績後一度大漲超13%領銜,青島啤酒股份漲4.5%,華潤啤酒漲近3%。消息上,百威亞太公告,24財年總銷量減少8.8%,達到848,110萬公升啤酒,受中國行業表現放緩的影響,但被韓國及印度的強勁表現所部分抵銷。2024財政年度,收入減少7.0%,或按呈報基準計減少8.9%,達到62.46億美元,每百升收入則增長2.0%,主要受亞太地區東部的收入管理措施和亞洲各國有利的產品組合所推動。國泰君安食飲團隊此前發表研報展望啤酒行業2025年市場。該團隊稱,基於近期市場調研及國泰君安的測算,預期2025年啤酒行業銷量景氣度中性,行業結構升級延續,成本繼續下行,費用投放平穩,中期分紅率有望提升。(格隆匯)

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