高盛：啤酒股最新评级及目标价(表) 华润啤酒(00291)列入“确信买入”名单

智通财经网2023-01-19

高盛发布研究报告称，将华润啤酒(00291)列入“确信买入”名单。该行预计焦点仍为啤酒业务，且在今年及往后于高端化强劲执行，并以盈利能力的焦点。白酒业务短期将集中于业务转型，长期策略为渠道渗透。另预测润啤今年加快产品高端化，且产品平均价格上调及有强劲的毛利率扩张。该行预计，啤酒股将受惠中国经济复苏，渠道复苏也将释放强劲的高端产品销量增长，推动毛利率上行，同时遇到成本缓解。纵使该行计入近期疫情对去年...

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