花旗发布研报称，维持华润啤酒“买入”评级，目标价由40.07港元下调至35.6港元，将今明两年核心净利润预测下调14%和15%，收入预测下调3%和4%，以反映对白酒销售较保守的预测及营销行政开支占比上升的预期，将目标价从40.07港元下调至35.6港元，强调百威亚太及华润啤酒都仍是其青睐的中国啤酒股。

　　花旗指出，中国政府促进消费政策预期可于今年第二至第三季为餐饮行业带来正面作用，强化了该行对消费板块更为正面的看法，华润啤酒管理层亦对今年前景感到乐观，表示观察到首两个月消费者信心有所恢复，休闲餐饮场所店内消费趋于稳定。

　　3月18日，华润啤酒公布2024年业绩，期内实现营业额386.35亿元，同比下降0.76%；公司股东应占溢利为47.39亿元，同比下降8.03%。这是华润啤酒近4年来营收首次下滑，其归母净利润再落回40多亿元区间。

　　啤酒股午后涨幅扩大，截至发稿，华润啤酒涨6.49%，报30.35港元。

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责任编辑：王翔

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