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A股異動丨啤酒概念股普漲 燕京啤酒漲超5% 珠江啤酒漲4%
A股啤酒概念股普遍上漲,其中,燕京啤酒漲超5%,珠江啤酒漲4%,惠泉啤酒、青島啤酒漲1.5%,樂惠國際、奧瑞金跟漲。消息上,燕京啤酒此前在機構調研中表示,2024年,中國啤酒行業迎來歷史性成本紅利週期,出現進口大麥均價同比回落、玻瓶瓦楞紙燃料成本全線下行的結構性改善。整體來看,2025年行業原材料成本(如麥芽、玻瓶)仍處於下行週期,公司將持續強化管理,進一步釋放成本紅利。中信建投研報指出,食飲板塊Q1季報仍然保持較高質量,4月份以來總體保持穩定。新消費驅動保健品重估,飲料啤酒等將迎旺季催化。(格隆匯)

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