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　　里昂发布研报称，维持华润啤酒（00291）“跑赢大市”评级，目标价升至30.4港元，由于啤酒行业竞争维持激烈，将今明两年收入及盈利预测下调1%至3%。该行预期，今年中国高端啤酒行业的竞争格局亦是投资者关注重点，目前预测华润啤酒大众高端及以上档次啤酒销量增长，在产品整体平均售价提升下2025年收入将同比增长2%，由于公司已锁定全年原材料价格，毛利率料可能扩大超过1个百分点，推动全年利润同比增长18%。

　　里昂指出，华润啤酒2024年销售符合普遍预期，政府补贴减少令净利润略逊预期，对业绩表现未感到太意外，管理层提到内地餐饮市场情况略有改善，并且似乎对今年可能加剧的市场竞争充满信心。里昂相信利润率扩张将是华润啤酒今年主要盈利增长驱动因素。

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