金吾财讯 | 啤酒股普跌，华润啤酒(00291)跌3.95%，百威亚太(01876)跌2.63%，香港生力啤(00236)跌2.38%，青岛啤酒股份(00168)跌0.65%。银河证券表示，啤酒2024年量价表现疲弱，2025年随着政策继续加大支持消费，预计行业稳中向好，竞争格局稳定，短期弹性更多与餐饮景气度相关，非即饮消费占比提升的中长期趋势也将持续。预计企业利润仍稳步增长，资本开支稳定，分红比例或进一步提升。
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