开源证券给予青岛啤酒增持评级，修复销量优先，待旺季催化

每日经济新闻2025-04-30

开源证券04月30日发布研报称，给予青岛啤酒（600600.SH，最新价：74.4元）增持评级。评级理由主要包括：1）需求承压下净利润实现正增长；2）销量有所改善，吨价尚待修复；3）原料价格下降抵消吨价下滑影响，毛利率有所改善；4）销量和份额优先，等待旺季催化。风险提示：成本上涨风险、雨水天气风险、宏观经济放缓风险、食品安全风险。AI点评：青岛啤酒近一个月获得21份券商研报关注，买入12家，增持5...

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