今日,受大消费板块整体走强的提振,港股股份公司华润啤酒(00291)在盘中出现大涨,股价一度上涨5.44%,表现优于大盘。
业内人士分析指出,此次华润啤酒大涨或与年末消费旺季的到来以及各地发放消费券刺激消费者信心有关。相关数据显示,11月上中旬,北上广深重五大城市商品消费同比增长5.9%,餐饮消费同比增长12%,反映出消费市场复苏态势向好。
预计在消费券刺激下,餐饮等大消费行业有望进一步回暖。作为啤酒行业龙头,华润啤酒的业绩料将从中获益。
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