交银国际发表报告指，润啤(00291.HK) 短期内业绩面临压力，啤酒市场在今年首三季整体表现较弱。餐饮渠道是啤酒销售的重要渠道(约占4成以上)，但是今年以来餐饮市场总体表现较为疲软。根据《中国餐饮品牌力白皮书2024》，首八个月，全国餐饮相关企业注册量较去年同期减少44.4万家，餐饮相关企业注销、吊销的数量超过160万家(超过2023年全年的9成)。除此之外，啤酒消费环境承压以及天气多变也对...
Source Link交银国际发表报告指，润啤(00291.HK) 短期内业绩面临压力，啤酒市场在今年首三季整体表现较弱。餐饮渠道是啤酒销售的重要渠道(约占4成以上)，但是今年以来餐饮市场总体表现较为疲软。根据《中国餐饮品牌力白皮书2024》，首八个月，全国餐饮相关企业注册量较去年同期减少44.4万家，餐饮相关企业注销、吊销的数量超过160万家(超过2023年全年的9成)。除此之外，啤酒消费环境承压以及天气多变也对...
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