大和发表报告，青岛啤酒(00168.HK) 目标价由52.5元升至70元，相当预测市盈率18倍(此前予其估值14倍)，评级由“持有”上调至“买入”，指其为该行啤酒行业的首选。该行指注意到3月份青啤的出厂销量按年增长可能加快至约10%，显著超越中国啤酒同业。
该行预期青岛啤酒第一季营收增长4%，主要来自销量按年增长3%及平均售价按年增长1%。同时上调2025至2026年每股盈利预测5至11%，以反映2025年销量以及平均销售单价预测升幅更高。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-16 16:25。)
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