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板块异动 | 啤酒股持续扩大涨幅,华润啤酒涨超8%

uSMART盈立智投3月17日消息,今日港股午盘,啤酒股继续扩大涨幅,截至14:05,华润啤酒盘中涨超8%,王朝酒业盘中涨超5.88%,青岛啤酒股份盘中涨超5.11%,百威亚太涨4.6%。

王朝酒业昨日公布,公司将于2021年3月29日举行董事会会议,藉以考虑及通过公司及其附属公司截至2020年12月31日止年度的全年业绩,以及考虑派发末期股息的建议。王朝酒业同时公告,与去年约7290万港元公司所有者应占综合亏损相比,集团预期截至2020年12月31日止年度将录得不少于1.1亿港元公司所有者应占综合盈利。此外,华润啤酒于3月22日举行董事会会议审批年度业绩。

国泰君安11日发布研究报告,首予华润啤酒(00291)“增持”评级,目标价70港元,预计2020-22年净利润20.5/36/46亿元。德邦证券指出,展望2021年,一方面是竞争格局的优化,行业的提价预期强化,升级有望加速,另一方面今年延期的体育赛事在21年展开,将提振啤酒的旺季需求,推荐华润啤酒等。

国家商务部指,首两个月零售销售额录得大幅增长,主因是去年基数较低所致。不过,随著疫情防控形势平稳向好,各项政策措施落地见效,预计今年后期消费市场总体将继续呈现恢复性增长态势。

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