智通财经APP获悉，啤酒股今日回暖，截至发稿，华润啤酒(00291)涨3.89%，报25.4港元；青岛啤酒股份(00168)涨3.21%，报51.4港元；百威亚太(01876)涨2.27%，报8.11港元。
消息面上，2月22日，珠江啤酒发布2024年业绩快报。数据显示，2024年，公司实现啤酒销量143.96万吨，同比增长2.62%。实现营业总收入约57.31亿元，同比增长6.56%；实现归属上市公司股东的净利润约8.13亿元，同比增长30.32%。
国泰君安指出，啤酒板块2025需求侧有望确认底部，盈利改善仍有空间。此外，预计2025年行业整体分红率水平将同比提升，其中青岛啤酒、华润啤酒2025-26年有望持续提升，嘉士伯、百威2025年或将保持2024年分红水平，燕京中期分红率有提升空间。该行预计，各家啤酒公司资本开支项2025-26年或呈下降趋势，整体股东回报不断增强，板块后续高分红、稳增长特征持续凸显。
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