高盛发表研究报告指，在通缩和持续的宏观不确定性下，去年中国啤酒行业表现逊于MSCI中国指数。由于今年中国通胀或维持在低水平，加上内需复苏波动，预期行业销量及均价按年增长率分别为0.5%和1.8%，带动行业价值增长2.3%。
高盛表示，今年中国啤酒行业或已进入更成熟的溢价驱动阶段，即转向家庭消费升级，消费需求更多元化及品类扩张。该行重申青啤(00168.HK) 、润啤(00291.HK) 及百威亚太(01876.HK) 的“买入”评级。股票的目标价调整列于下表。
高盛发表研究报告, 对中国啤酒股投资评级及目标价表列如下:
股份 | 投资评级 | 目标价(港元)
华润啤酒(00291.HK) | 买入 | 38.1元 -> 37元
百威亚太(01876.HK) | 买入 | 10.1元 -> 9.6元
青岛啤酒股份(00168.HK) | 买入 | 58.3元 -> 59元
(sl/(港股报价延迟最少十五分钟。沽空资料截至 2024-12-31 12:25。)
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