智通财经APP获悉，啤酒股午后走低，截至发稿，华润啤酒(00291)跌4.1%，报25.75港元；百威亚太(01876)跌2.12%，报7.37港元；青岛啤酒股份(00168)跌1.62%，报48.5港元。
东海证券指出，2024年10月中国规模以上企业啤酒产量180.7万千升，同比-2.3%。继9月同比转正后再次下跌，进入淡季后行业需求疲软。今年以来，受到餐饮消费偏弱，现饮消费频次减少，啤酒企业收入承压。成本方面，今年大麦等原材料成本持续下行，截至10月，进口大麦价格同比下降14%，啤酒板块盈利能力提升。在政策刺激下，啤酒现饮场景有望积极修复，行业需求有望逐步改善。长期来看啤酒行业高端化趋势不改，量稳价增趋势不变。
德邦证券指出，三季报整体业绩受需求弱复苏及天气等影响表现较承压，但全年来看预计主要啤酒企业吨价有望保持稳中有升的态势。随着刺激消费系列政策出台，终端需求有望改善，我们认为餐饮等现饮场景的恢复有望带动啤酒结构升级延续，建议关注相对稳健的优质龙头和改革势能向上标的。
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