中银证券啤酒业中报综述：结构升级趋势延续成本红利如期释放

智通财经2023-09-06

智通财经APP获悉，中银证券发布研究报告称，1H23即饮渠道恢复下啤酒销量高增，结构升级趋势延续。2Q23步入新采购周期后，啤酒企业成本红利如期释放。整体来看，上半年啤酒企业费用投放稳健理性，盈利水平持续向上。展望未来，该行预计在结构升级趋势延续+澳麦双反政策取消的带动下，今明两年啤酒企业有望保持较快的业绩增速，重点推荐青岛啤酒(600600.SH)。中银证券主要观点如下：即饮渠道恢复下1H23...

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中银证券啤酒业中报综述：结构升级趋势延续 成本红利如期释放

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中银证券啤酒业中报综述：结构升级趋势延续成本红利如期释放