智通财经APP获悉，野村发布研报称，按照高端化策略，华润啤酒(00291)应该能够在2025财年维持收入及盈利复苏，预计将同比增6%及13%。该行认为最糟糕的情况可能已经过去，因此将目标价从40.1港元上调2%至40.9港元，潜在上涨空间为36%，重申“买入”评级。
报告指，集团2024财年收入及利润同比减1%及8%，至386亿及47亿元人民币(下同)，比彭博预期低4%及15%，主要由于整个产业面临阻力。虽然基数较大，集团的啤酒销量在2025年首2个月呈现明显复苏势头;喜力继续表现良好，继2024财年实现20%的强劲同比增长后，继续保持两位数的同比增长。
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