智通财经APP获悉,大和发布研报称,青岛啤酒股份(00168)目标价由52.5港元升至70港元,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同比增长可能加快至约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%,主要来自销量同比增长3%及平均售价同比增长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。
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