海通国际04月13日发布研报称,给予青岛啤酒(600600.SH,最新价:79.63元)评级。评级理由主要包括:1)董事长换届、饮料并入推动组织焕新,顺应行业发展新趋势;2)24年销量虽承压,结构升级与降本增效支撑盈利韧性;3)24Q4量价改善拐点已现,低基数叠加旺季催化下25年修复可期。风险提示:需求恢复缓慢、居民消费力下降、原材料价格上涨。AI点评:青岛啤酒近一个月获得16份券商研报关注,买入...
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