智通财经APP获悉，青岛啤酒股份(00168)升5%，截至发稿，涨5%，报58.8港元，成交额3.76亿港元。
消息面上，青岛啤酒股份近日发布2024年年度报告，营业收入321.38亿元(人民币，下同)，同比减少5.3%；归母净利润43.45亿元，同比增加1.81%；基本每股收益3.191元；拟派发股利每股2.2元。单看2024年第四季度，公司实现营收31.79亿元，同比增长7.44%，归母净利润亏损6.45亿元，对比同期亏损略微加大，扣非归母净利润亏损7.35亿元，对比去年同期减亏1.41亿元。四季度啤酒销量同比增加5.6%、吨价同比增加1.7%。
里昂认为，青岛啤酒去年第四季的收入增长大致与预期相符，平均售价趋势较第三季改善，但净利率因毛利率较低而略低于预期。该行认为重点应放在公司2025年的展望，并认为其销量跌幅在今年会转为正增长，而利润率扩张应会随着原材料价格下跌而持续。高盛发布研报称，青岛啤酒去年销售及经常性净利润符合预期。该行上调集团2025至2027年销售预测2至4%，并相信对比大众市场产品，今年的高端产品将有更明显的复苏。
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