中国银河证券：旺季与世界杯共振看好精酿啤酒与区域品牌扩张

第一财经06-02 08:39

中国银河证券研报称，啤酒板块经营具备韧性，看好啤酒行业顺价能力，目前铝罐价格同比涨幅明显，大麦与玻璃亦小幅上涨，预计2026年下半年涨价趋势延续，但啤酒行业可通过品类结构优化、减促降费等措施对冲，参考2017年以来成本上涨周期，啤酒行业均实现盈利能力稳中有升。短期关注旺季与世界杯催化，一方面6—8月全国天气炎热利好啤酒消费，另一方面世界杯将于6—7月举行，二者共振有望带动餐饮、自饮等场景修复。看好...

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中国银河证券：旺季与世界杯共振 看好精酿啤酒与区域品牌扩张

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中国银河证券：旺季与世界杯共振看好精酿啤酒与区域品牌扩张