智通财经APP获悉,高盛发布研报称,维持华润啤酒(00291)“买入”评级,目标价定为33.5港元,略微下调对华润啤酒2025至2027财年盈利预测,幅度在1.5%以内。该行称,华润啤酒2024财年核心EBIT大致符合预期,公司管理层预计今年啤酒行业将逐步改善,因消费情绪稳定及餐饮消费逐步恢复。
另外,华润啤酒期待今年啤酒业务整体销量正增长,“喜力”品牌持续实现双位数百分比的销量增长,并预计毛利率继续扩张;烈酒业务方面,公司将继续专注于醇柔酱香白酒“摘要”品牌,并加大力度推动贵州“金沙”酒业(拥“摘要”和“金沙回沙”品牌)在今年恢复健康增长。
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