港股异动 | 华润啤酒(00291)盘中跌超5% 富瑞料其去年下半年纯利同比跌56% 下调目标价31%
华润啤酒(00291)盘中跌超5%，截至发稿，跌4.62%，报27.9港元，成交额2.56亿港元。
消息面上，富瑞指出，预期集团2023下半年啤酒业务销售额达140亿元，同比跌1.7%，产量跌5%，主要由于高基数效应及消费环境疲弱。期内出现两极化情况，高端品牌和大众品牌均做好。预计华润啤酒2023下半年纯利同比跌56%至2.39亿元(人民币．下同)，销售额升5%。该行将目标价由64.6港元下调31%至44.5港元。
麦格理表示，内地啤酒行业上季销量按年跌9.6%，而在消费情绪疲软及农历新年时间转变下，单计去年12月销量按年跌15.5%。该行指，在消费情绪疲软下，啤酒业未能幸免，消费者转向购买每瓶6至8元的产品，导致除百威亚太外，行业去年下半年平均售价受压。该行将润啤去年、今年及明年纯利预测分别下调8.1%、7.9%及0.8%，其收入预测则分别下调0.7%、1.8%及1.3%，毛利率则下调0.3个百分点、0.3个百分点及0.2个百分点。
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