港A異動丨重慶啤酒和青島啤酒領升啤酒板塊,Q1淨利同比分別增16.78%和10.06%
港A兩地啤酒股集體上升,其中,重慶啤酒(600132.SH)、青島啤酒AH股均升超4%,華潤啤酒(0291.HK)升3%,燕京啤酒(000729.SZ)升近3%。昨晚公佈的財報顯示,重慶啤酒2024年第一季度實現營業收入42.93億元,同比增長7.16%;歸母淨利潤4.52億元,同比增長16.78%。青島啤酒2024年第一季度營收101.5億元,同比下降5.19%;歸母淨利潤15.97億元,同比增長10.06%。華鑫證券稱重慶啤酒一季度費率管控得當,毛利率提升提振盈利水平;高檔啤酒保持快速增長,推動結構持續升級;維持“買入”投資評級。華創證券稱青島啤酒一季度成本下行帶動毛利率高增,疊加銷售費用精益,業績同增10%略超預期;成本紅利兑現,逐季加速可期,維持一年目標價105元及“強推”評級。

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