华兴证券发表报告指，内地整体啤酒市场似乎已在2024年第三季见底，因此预测青岛啤酒2024年第四季销量按年跌幅将由第三季的5.1%收窄至2.7%。然而，青岛啤酒的吨酒价在2024年第四季可能会受去年高基数的影响而按年下滑1.2%。虽然单价有所下降，但估计青岛啤酒的毛利率应继续受益于原材料价格下降，这使得其每吨成本按年下降1.6%。因此该行预计青岛啤酒的调整后净亏损将从2023年第四季的7.14亿元...
Source Link华兴证券发表报告指，内地整体啤酒市场似乎已在2024年第三季见底，因此预测青岛啤酒2024年第四季销量按年跌幅将由第三季的5.1%收窄至2.7%。然而，青岛啤酒的吨酒价在2024年第四季可能会受去年高基数的影响而按年下滑1.2%。虽然单价有所下降，但估计青岛啤酒的毛利率应继续受益于原材料价格下降，这使得其每吨成本按年下降1.6%。因此该行预计青岛啤酒的调整后净亏损将从2023年第四季的7.14亿元...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.