【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力母企百威英博去年销售超预期

金吾资讯2025-02-27

金吾财讯 | 百威亚太(01876)早盘反复扬升，涨3%，报8.92港元，成交额1.81亿港元。该股昨日曾大涨逾10%。消息面上，交银国际近日研报指，2024全年，百威亚太全年业绩符合预期，分红比率大幅提升。该行认为百威亚太在中国市场仍具备长期增长潜力，尤其是在消费力持续复苏的情况下。韩国市场的强劲表现和百威亚太在该市场的提价策略（高端/超高端产品提价8.1%）将有助于2025年的盈利。基于19倍...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2514981407?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-27 10:46","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2514981407","market":"us","top_or_hot":-1,"title":"【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力 母企百威英博去年销售超预期","media":"金吾资讯","content":"<div>\n<p>金吾财讯 | 百威亚太(01876)早盘反复扬升，涨3%，报8.92港元，成交额1.81亿港元。该股昨日曾大涨逾10%。消息面上，交银国际近日研报指，2024全年，百威亚太全年业绩符合预期，分红比率大幅提升。该行认为百威亚太在中国市场仍具备长期增长潜力，尤其是在消费力持续复苏的情况下。韩国市场的强劲表现和百威亚太在该市场的提价策略（高端/超高端产品提价8.1%）将有助于2025年的盈利。基于19倍...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271046419894495f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力 母企百威英博去年销售超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力 母企百威英博去年销售超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 10:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271046419894495f&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 百威亚太(01876)早盘反复扬升，涨3%，报8.92港元，成交额1.81亿港元。该股昨日曾大涨逾10%。消息面上，交银国际近日研报指，2024全年，百威亚太全年业绩符合预期，分红比率大幅提升。该行认为百威亚太在中国市场仍具备长期增长潜力，尤其是在消费力持续复苏的情况下。韩国市场的强劲表现和百威亚太在该市场的提价策略（高端/超高端产品提价8.1%）将有助于2025年的盈利。基于19倍...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271046419894495f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01876","symbol_name":"百威亚太","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271046419894495f&s=b","article_id":"2514981407","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271046419894495f&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},"url":"https://stock-news.laohu8.com/highlight/detail?id=2514981407","pubTimestamp":1740624376,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"消息面上，交银国际近日研报指，2024全年，百威亚太全年业绩符合预期，分红比率大幅提升。该行认为百威亚太在中国市场仍具备长期增长潜力，尤其是在消费力持续复苏的情况下。中银国际表示，展望2025年，预计百威亚太西部及东部销售额分别有望实现低单位数及中单位数的按年增幅。该行指，百威亚太是高端啤酒市场的绝对龙头，当前百威亚太估值反弹空间较为可见。百威英博2024年全年销售额597.7亿元，按年增长2.7%，高于市场预期的593亿元。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01876":"百威亚太","YANG":"三倍做空富时中国ETF-Direxion","BK4158":"啤酒酿造商","BUD":"百威英博","BK4585":"ETF&股票定投概念"},"translate_title":"[Hong Kong Stock Connect] Anheuser-Busch Asia Pacific rose 3%. Institutions pointed out that it still has long-term growth potential in China. Parent company Anheuser-Busch InBev's sales exceeded expectations last year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"YANG":1,"01876":0.9,"BUD":1},"content_text":"金吾财讯 | 百威亚太(01876)早盘反复扬升，涨3%，报8.92港元，成交额1.81亿港元。该股昨日曾大涨逾10%。消息面上，交银国际近日研报指，2024全年，百威亚太全年业绩符合预期，分红比率大幅提升。该行认为百威亚太在中国市场仍具备长期增长潜力，尤其是在消费力持续复苏的情况下。韩国市场的强劲表现和百威亚太在该市场的提价策略（高端/超高端产品提价8.1%）将有助于2025年的盈利。基于19倍2025年市盈率（不变），目标价略上调至9.78港元（原9.39港元），维持买入评级。中银国际表示，展望2025年，预计百威亚太西部及东部销售额分别有望实现低单位数及中单位数的按年增幅。其中，市场份额提升是中国市场的首要任务，利润率改善主要取决于价格策略、组合升级、营运效率优化、以及规模化；对百威亚太而言，原物料成本则预计较2024年大致持平或小幅增加。该行指，百威亚太是高端啤酒市场的绝对龙头，当前百威亚太估值反弹空间较为可见。将其目标价由原先9.4港元上调至10.5港元，维持其评级“买入”。值得注意的是，百威亚太母企百百威英博(BUD)发布业绩，截至去年12月底止第四季，净利润16.61亿元(美元，下同)，按年跌6.2%，经调整后每股盈利录得0.88元，胜于市场预期的0.63元。销售额148.4亿元，按年升3.4%，胜于市场预期的140.5亿元。百威英博2024年全年销售额597.7亿元，按年增长2.7%，高于市场预期的593亿元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2514981407","isCrawlerRequest":true}

【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力 母企百威英博去年销售超预期

精彩评论

【港股通】百威亚太升3% 机构指其在中国区仍具长期增长潜力母企百威英博去年销售超预期