智通财经APP获悉，华润啤酒(00291)跌超3%，截至发稿，跌2.89%，报23.55港元，成交额1.63亿港元。
华兴证券发布研报称，预期华润啤酒2024年或经历自2020年以来的首次同比收入下降，主要是因为国内宏观经济影响下酒精饮料需求疲弱。按业务细分，预测公司啤酒收入在2024年同比下滑1.2%，而白酒收入同比增长3.2%。受啤酒原材料成本下降和持续控制销售及市场营销费用等细微利好提振，预测华润啤酒的调整后净利润在2024年将同比增长7%。
该行续指，随着国内整体经济逐步稳定，以及预期将推出更多政府补贴计划以促消费，预计2025年即饮渠道消费活动将会复苏，并推动啤酒行业的产品结构改善。预测华润啤酒2025年的单价增长将由2024年的2.0%加速至2.2%。另外，预期华润啤酒的啤酒销量增长有望在2025年转正，从2024年同比下降3.2%反弹至同比增长0.7%，主要受益于即饮渠道消费的恢复。
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