600600 青岛啤酒
已收盘 03-29 15:00:00
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青岛啤酒(600600):高端化趋势不改 毛利率提升亮眼
海通证券 · 24分钟前
青岛啤酒(600600):高端化趋势不改 毛利率提升亮眼
青岛啤酒获北向资金卖出1488.58万元,累计持股1840.82万股
金融界 · 08:51
青岛啤酒获北向资金卖出1488.58万元,累计持股1840.82万股
青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%
长江商报 · 08:23
青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%
青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%
市场资讯 · 08:23
青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%
青岛啤酒去年净利增15%:中高端销量增长10%,四季度亏6亿元
澎湃新闻 · 03-28 17:38
青岛啤酒去年净利增15%:中高端销量增长10%,四季度亏6亿元
国投证券给予青岛啤酒买入评级,结构升级延续,期待成本改善
每日经济新闻 · 03-28 16:12
国投证券给予青岛啤酒买入评级,结构升级延续,期待成本改善
深度*公司*青岛啤酒(600600):全年量减价增 4Q23高端化战略加速推进
中银国际证券股... · 03-28 15:32
深度*公司*青岛啤酒(600600):全年量减价增 4Q23高端化战略加速推进
瑞银:轻微下调青岛啤酒目标价至62.12港元 评级“买入”
市场资讯 · 03-28 15:32
瑞银:轻微下调青岛啤酒目标价至62.12港元 评级“买入”
中银证券给予青岛啤酒买入评级 全年量减价增 4Q23高端化战略加速推进
每日经济新闻 · 03-28 15:10
中银证券给予青岛啤酒买入评级 全年量减价增 4Q23高端化战略加速推进
青岛啤酒获中国银河推荐评级,全年角度增长逻辑未变
金融界 · 03-28 14:28
青岛啤酒获中国银河推荐评级,全年角度增长逻辑未变
西南证券给予青岛啤酒买入评级 高端化升级步履坚定 全年实现量稳价增
每日经济新闻 · 03-28 13:18
西南证券给予青岛啤酒买入评级 高端化升级步履坚定 全年实现量稳价增
国联证券给予青岛啤酒买入评级,短期销量承压,结构升级延续,目标价格为102.91元
每日经济新闻 · 03-28 11:52
国联证券给予青岛啤酒买入评级,短期销量承压,结构升级延续,目标价格为102.91元
青岛啤酒(600600)还原年金计提后23Q4符合预期,升级韧性兑现
兴业证券 · 03-28 10:17
青岛啤酒(600600)还原年金计提后23Q4符合预期,升级韧性兑现
青岛啤酒股份3月27日遭南向资金减持87.40万股
自选股智能写手 · 03-28 09:31
青岛啤酒股份3月27日遭南向资金减持87.40万股
青岛啤酒3月27日获北向资金加仓42.97万股
自选股智能写手 · 03-28 09:30
青岛啤酒3月27日获北向资金加仓42.97万股
民生证券给予青岛啤酒推荐评级
每日经济新闻 · 03-28 08:36
民生证券给予青岛啤酒推荐评级
青岛啤酒(600600)2023年年报简析:营收净利润同比双双增长,盈利能力上升
证券之星 · 03-28 07:41
青岛啤酒(600600)2023年年报简析:营收净利润同比双双增长,盈利能力上升
青岛啤酒(600600):全年角度增长逻辑未变
中国银河证券股... · 03-28 07:37
青岛啤酒(600600):全年角度增长逻辑未变
华福证券给予青岛啤酒买入评级:高端化持续推进 盈利弹性亟待兑现
每日经济新闻 · 03-27 20:52
华福证券给予青岛啤酒买入评级:高端化持续推进 盈利弹性亟待兑现
公司概况
公司名称:
青岛啤酒股份有限公司
所属行业:
酒、饮料和精制茶制造业
上市日期:
1993-08-27
主营业务:
青岛啤酒股份有限公司的主营业务为啤酒制造、销售以及与之相关的业务。公司主要产品为啤酒,公司拥有的“青岛啤酒”品牌是我国首批十大驰名商标之一,在国内外市场具有强大的品牌影响力和较高的知名度,2019年,青岛啤酒以人民币1,637.72亿元的品牌价值继续保持中国啤酒行业品牌价值第一(世界品牌实验室发布)。
发行价格:
6.38
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毛利率提升亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2423033433","media":"海通证券","top":-1,"share":"https://www.laohu8.com/m/news/2423033433?lang=zh_cn&edition=full","pubTime":"2024-03-29 15:34","pubTimestamp":1711697673,"startTime":"0","endTime":"0","summary":"中高端以上产品销量同比+10.6%至324 万千升。24 年公司将持续促进品牌结构优化和升级,提升在中高端市场的竞争优势。截至23 年底,公司合作经销商数量为11357 家,较22 年底净减少469 家。吨价提升叠加成本压力趋缓,毛利率显著改善。23 年公司毛利率同比+1.81pct至38.7%,我们认为主因是:1)吨价受益于啤酒高端化持续提升;2)原料成本压力有所缓解。单季度看,4Q23 公司毛利率同比+2.22pct 至27.5%,毛利率优化趋势延续。全年净利率持续优化,四季度期间费用波动。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032915343787c42737&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032908520187c2c17e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423917216","title":"青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2423917216","media":"长江商报","top":-1,"share":"https://www.laohu8.com/m/news/2423917216?lang=zh_cn&edition=full","pubTime":"2024-03-29 08:23","pubTimestamp":1711671791,"startTime":"0","endTime":"0","summary":"2023年年度报告显示,报告期内,青岛啤酒实现营业收入339.37亿元,同比增长5.49%;实现净利润42.68亿元,同比增长15.02%;扣非净利润为37.21亿元,同比增长15.94%。该业绩表现刷新青岛啤酒年度新高纪录。报告期内,青岛啤酒累计实现产品销量800.7万千升,同比减少0.8%。其中,青岛啤酒主品牌共实现产品销量456万千升,同比增长2.7%;中高端以上产品实现销量324万千升,同比增长10.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403290839238b6fc351&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403290839238b6fc351&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2423177233","title":"青岛啤酒净利42.68亿分红率63.9% 中高端产品销量提升占比达40.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2423177233","media":"市场资讯","top":-1,"share":"https://www.laohu8.com/m/news/2423177233?lang=zh_cn&edition=full","pubTime":"2024-03-29 08:23","pubTimestamp":1711671780,"startTime":"0","endTime":"0","summary":" 国内啤酒行业头部企业青岛啤酒业绩持续稳健增长。 日前,青岛啤酒披露年报,公司2023年实现营业收入、净利润分别为339.37亿元、42.68亿元。 近年来,青岛啤酒聚焦啤酒主业,积极优化产品结构、发力高端化,2023年,公司中高端以上产品占比已上升至40.5%。该业绩表现刷新青岛啤酒年度新高纪录。 报告期内,青岛啤酒累计实现产品销量800.7万千升,同比减少0.8%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-03-29/doc-inapxwqy4822757.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2024-03-29/doc-inapxwqy4822757.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2422152953","title":"青岛啤酒去年净利增15%:中高端销量增长10%,四季度亏6亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2422152953","media":"澎湃新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422152953?lang=zh_cn&edition=full","pubTime":"2024-03-28 17:38","pubTimestamp":1711618680,"startTime":"0","endTime":"0","summary":"聚焦中高端产品,青岛啤酒2023年营收净利双增长。数据显示,2023年,青岛啤酒总产量同比下降5.24%至741万千升,总销量同比下降0.82%,由2022年的807万千升降至2023年的801万千升。从青岛啤酒披露的2023年第四季度营收数据来看,2023年四季度青岛啤酒营收29.58亿元,同比减少3.37%,单季度亏损6.4亿元。国信证券研报显示,2023年第四季度,非经常性事件对青岛啤酒销量造成冲击,销量同比减少10%。截至3月28日发稿,青岛啤酒涨1.35%,报84.89元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281739268b6d3a9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281739268b6d3a9e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422635158","title":"国投证券给予青岛啤酒买入评级,结构升级延续,期待成本改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2422635158","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422635158?lang=zh_cn&edition=full","pubTime":"2024-03-28 16:12","pubTimestamp":1711613520,"startTime":"0","endTime":"0","summary":"国投证券03月28日发布研报称,给予青岛啤酒(600600.SH,最新价:84.14元)买入评级,目标价格为110元。评级理由主要包括:1)销量略有下滑,结构升级趋势延续;2)成本端压力将缓解,利润率有望提升;3)财务报表预测和估值数据汇总。风险提示:高端化进程受阻、需求不及预期、成本上行风险。AI点评:青岛啤酒近一个月获得16份券商研报关注,买入14家,平均目标价为106.88元,与最新价84.14元相比,高22.74元,目标均价涨幅27.03%。(文章来源:每日经济新闻)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281615008b6ce9c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281615008b6ce9c9&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422130020","title":"深度*公司*青岛啤酒(600600):全年量减价增 4Q23高端化战略加速推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2422130020","media":"中银国际证券股...","top":-1,"share":"https://www.laohu8.com/m/news/2422130020?lang=zh_cn&edition=full","pubTime":"2024-03-28 15:32","pubTimestamp":1711611162,"startTime":"0","endTime":"0","summary":"青岛啤酒披露2023 年年报,全年实现营收339.4 亿元,同比+5.5%,实现归母/扣非归母净利润42.7/37.2 亿元,同比+15.0%/+15.9%。公司2023 全年量减价增,山东基地市场表现稳健。预计公司24-26 年EPS 为3.66、4.19、4.73 元,同比分别+17.1%、+14.5%、+12.8%,维持买入评级。在产品高端化战略的持续推进下,公司吨价增速较快。4Q23 加速推进高端化战略,销量承压。我们判断4Q23 公司啤酒销量下滑较多主要系出现舆情事件、发货节奏前置,步入2H23 后持续去库存所致。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032815394187bf8ebc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032815394187bf8ebc&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422328551","title":"瑞银:轻微下调青岛啤酒目标价至62.12港元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2422328551","media":"市场资讯","top":-1,"share":"https://www.laohu8.com/m/news/2422328551?lang=zh_cn&edition=full","pubTime":"2024-03-28 15:32","pubTimestamp":1711611120,"startTime":"0","endTime":"0","summary":"瑞银发表报告指,青岛啤酒2023年收入达339.37亿元,符合预期,息税前利润及纯利则分别达到48.06亿及42.68亿元,略逊预期,主要由于期内销售及分销开支高于预期所致。瑞银指出,管理层未有为未来订立较具体指引,仅强调高端化是中国啤酒行业未来主流趋势。考虑到销售及市场推广费用比例上升,相应将目标价从62.75港元轻微降至62.12港元,2024至2026年每股盈利预测下调1%,评级“买入”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240328153237791d79e3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240328153237791d79e3&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422132274","title":"中银证券给予青岛啤酒买入评级 全年量减价增 4Q23高端化战略加速推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2422132274","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422132274?lang=zh_cn&edition=full","pubTime":"2024-03-28 15:10","pubTimestamp":1711609846,"startTime":"0","endTime":"0","summary":"中银证券03月28日发布研报称,给予青岛啤酒买入评级。评级理由主要包括:1)2023全年量减价增,山东基地市场表现稳健。AI点评:青岛啤酒近一个月获得14份券商研报关注,买入12家,平均目标价为105.32元,与最新价84.14元相比,高21.18元,目标均价涨幅25.18%。文章来源:每日经济新闻中银证券给予青岛啤酒买入评级,全年量减价增,4Q23高端化战略加速推进","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032815375187bf8c4c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032815375187bf8c4c&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422135295","title":"青岛啤酒获中国银河推荐评级,全年角度增长逻辑未变","url":"https://stock-news.laohu8.com/highlight/detail?id=2422135295","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2422135295?lang=zh_cn&edition=full","pubTime":"2024-03-28 14:28","pubTimestamp":1711607338,"startTime":"0","endTime":"0","summary":"3月28日, 青岛 啤酒 获 中国银河 推荐评级,近一个月青岛啤酒获得11份研报关注。研报认为,2023年内的销量波动使市场对公司产生预期差,是引起股价波动的主要原因;尽管经济低迷,驱动公司业绩增长的ASP提升并没有令人失望。当前估值对比历史较低,且公司提高了分红比例,维持“推荐”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281440448b6c93b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281440448b6c93b4&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422187018","title":"西南证券给予青岛啤酒买入评级 高端化升级步履坚定 全年实现量稳价增","url":"https://stock-news.laohu8.com/highlight/detail?id=2422187018","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422187018?lang=zh_cn&edition=full","pubTime":"2024-03-28 13:18","pubTimestamp":1711603106,"startTime":"0","endTime":"0","summary":"西南证券03月28日发布研报称,给予青岛啤酒(600600.SH)买入评级。评级理由主要包括:1)Q4短期销量有所波动,全年实现量稳价增;2)成本压力趋缓,盈利能力持续提升;3)产品战略持续升级,旺季低基数值得期待。风险提示:现饮场景恢复不及预期风险,高端化竞争加剧风险。AI点评:青岛啤酒近一个月获得12份券商研报关注,买入10家,平均目标价为105.32元。文章来源:每日经济新闻原标题:西南证券给予青岛啤酒买入评级,高端化升级步履坚定,全年实现量稳价增","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281339118b6c62a4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281339118b6c62a4&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422181646","title":"国联证券给予青岛啤酒买入评级,短期销量承压,结构升级延续,目标价格为102.91元","url":"https://stock-news.laohu8.com/highlight/detail?id=2422181646","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422181646?lang=zh_cn&edition=full","pubTime":"2024-03-28 11:52","pubTimestamp":1711597947,"startTime":"0","endTime":"0","summary":"国联证券03月28日发布研报称,给予青岛啤酒(600600.SH)买入评级,目标价格为102.91元。评级理由主要包括:1)短期销量承压,高端升级延续;2)产品结构优化,盈利水平提升。风险提示:产品质量和食品安全风险、大单品销售不达预期风险、原材料价格上涨风险。AI点评:青岛啤酒近一个月获得12份券商研报关注,买入10家,平均目标价为105.32元。文章来源:每日经济新闻原标题:国联证券给予青岛啤酒买入评级,短期销量承压,结构升级延续,目标价格为102.91元","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281235218b6c2d46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281235218b6c2d46&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422183916","title":"青岛啤酒(600600)还原年金计提后23Q4符合预期,升级韧性兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2422183916","media":"兴业证券","top":-1,"share":"https://www.laohu8.com/m/news/2422183916?lang=zh_cn&edition=full","pubTime":"2024-03-28 10:17","pubTimestamp":1711592259,"startTime":"0","endTime":"0","summary":"23Q4受计提企业年金影响净亏损6.40亿元,若还原一次性计提费用影响,23Q4利润节奏仍符合预期,2023全年净利率同比+0.99pct至12.81%。盈利预测与投资建议:还原一次性年金计提后23Q4业绩符合预期,青啤净利率水平从2018年的5.87%提升至2023年的12.81%,基于对中档经典系能持续增长的预判,净利率仍处于上升通道,业绩高确定性。中期维度青啤属于攻守兼备的优质标的,升级韧性、股息率提升是抓手。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032811454887beae8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032811454887beae8d&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422904874","title":"青岛啤酒股份3月27日遭南向资金减持87.40万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2422904874","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2422904874?lang=zh_cn&edition=full","pubTime":"2024-03-28 09:31","pubTimestamp":1711589476,"startTime":"0","endTime":"0","summary":"3月27日,南向资金减持青岛啤酒股份87.40万股。截止当日收盘,港股通共持有青岛啤酒股份18304.01万股,占流通股27.94%。港股通减持金额前五个股分别为美团-W、联想集团、快手-W、安踏体育、汇丰控股。青岛啤酒股份近5个交易日下跌2.68%,港股通累计减持101.75万股;近20个交易日上涨3.33%,港股通累计减持360.22万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281012308b6ba507&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281012308b6ba507&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422903445","title":"青岛啤酒3月27日获北向资金加仓42.97万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2422903445","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2422903445?lang=zh_cn&edition=full","pubTime":"2024-03-28 09:30","pubTimestamp":1711589415,"startTime":"0","endTime":"0","summary":"3月27日, 北向资金增持青岛啤酒42.97万股。截止当日收盘,沪股通共持有青岛啤酒1858.47万股,占流通股2.63%。沪股通增持金额前五个股分别为北汽蓝谷、三一重工、韦尔股份、兴业银行、工业富联。青岛啤酒近5个交易日下跌1.82%,沪股通累计增持67.74万股;近20个交易日上涨5.12%,沪股通累计增持288.65万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403280935598b6b8fbb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403280935598b6b8fbb&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2422034259","title":"民生证券给予青岛啤酒推荐评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2422034259","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2422034259?lang=zh_cn&edition=full","pubTime":"2024-03-28 08:36","pubTimestamp":1711586191,"startTime":"0","endTime":"0","summary":"民生证券03月27日发布研报称,给予青岛啤酒(600600.SH)推荐评级。评级理由主要包括:1)销量有所承压,吨价表现亮眼;2)费用投放影响盈利增速,毛利率改善驱动全年利润率稳健提升;3)收入韧性强,成本红利有望释放。风险提示:旺季天气不及预期;餐饮恢复不及预期;中高端啤酒竞争加剧等。AI点评:青岛啤酒近一个月获得6份券商研报关注,买入6家,平均目标价为107.74元。文章来源:每日经济新闻原标题:民生证券给予青岛啤酒推荐评级","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024032809430987be4306&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:41","pubTimestamp":1711582898,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理,近期青岛啤酒发布2023年年报。根据财报显示,本报告期中青岛啤酒营收净利润同比双双增长,盈利能力上升。截至本报告期末,公司营业总收入339.37亿元,同比上升5.49%,归母净利润42.68亿元,同比上升15.02%。该数据低于大多数分析师的预期,此前分析师普遍预期2023年净利润为盈利44.43亿元左右。管理费用变动幅度为3.1%,原因:本年度职工薪酬同比增加。进一步分析公司近十年以来的历史财务报表,长期来看盈利能力良好。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403280811398b6b6314&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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