金吾财讯 | 青岛啤酒股份(00168)午后发力，截至发稿，报60.05港元，涨2.91%，成交额2.03亿港元。另一边，华润啤酒(00291)同步上行，暂报27.6港元，涨2.99%，成交额3.7亿港元。消息面上，汇丰环球研究表示，啤酒行业股票自2025年1月底以来平均上涨14%(同期沪深300指数下跌2%)。该行认为，啤酒板块的出色表现得益于第一季销量复苏超预期，且渠道库存水平保持精简，尽管去年同期基数较高，且2024年第四季盈利低于预期，但市场已消化此影响。在近期关税威胁的背景下，纯国内消费成为“避险天堂”，随着夏季即将来临及第二、三季度基数较低，啤酒行业现成为该行在中国消费品板块中最看好的细分领域。大和报告提到，在中美贸易战下，原材料成本下降和国家推动消费刺激措施等宏观因素，也有利于中国啤酒产业。
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