港股异动 | 啤酒股延续跌势 12月数据表现相对平淡 中低端产品拖累总量
啤酒股延续跌势，截至发稿，华润啤酒(00291)跌3.28%，报29.5港元；青岛啤酒股份(00168)跌2.5%，报48.7港元；百威亚太(01876)跌1.74%，报13.52港元。
国金证券指出，上周啤酒板块大跌的催化因素系：12月数据表现相对平淡、资金面扰动。12月低基数但表现平淡，该行认为：1）春节滞后导致备货节奏后移，各公司正在去库存、蓄力来年开门红；2）多地天气差；3）整体结构超预期，拖累总量的主要在中低端产品。
该行重申，经济环境底部、供给端升级+提效共识不变、需求端追求更高性价比的高质产品。啤酒5-12元以餐饮场景为主、价格敏感度低、厂家掌控力强，故升级韧性足。23Q4减亏是大概率事件，24年对应利润端增速在15-20%，已逐步进入价值投资区间。
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