智通财经APP获悉，啤酒股集体走高，截至发稿，百威亚太(01876)涨4.5%，报8.59港元；华润啤酒(00291)涨4.32%，报25.35港元；青岛啤酒股份(00168)涨1.24%，报53.2港元。
消息面上，2月10日国常会指出，提振消费是扩大内需、做大做强国内大循环的重中之重。中信建投证券指出，随着两会渐近，预计仍有消费提振相关政策出台。该行指出，25年2月上海再次发放消费券，啤酒消费有望重启量价复苏，6-8元价格带结构升级仍在途中，关注政策逐步展开下旺季餐饮端需求复苏，行业库存保持低位，龙头公司2月销量有所反弹，低基数下后续回暖可期。啤酒行业处于资本开支末期，国企对于股东投资回报的重视度在逐步提升，分红比例仍有提升空间。
据百威亚太近期披露，2024全年，公司实现收入62.46亿美元，同比下降8.9%；正常化EBITDA为18.07亿美元，同比下降10.7%；归母净利润为7.26亿美元，同比下降14.8%。此外，公司董事会建议就2024 年财务年度派发股息7.5 亿美元，同比增加7%。
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