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【券商聚焦】中信证券预计啤酒行业一季度有较好的高端化表现

[Broker Focus] CITIC Securities expects the beer industry to have good high-end performance in the first quarter

金吾財訊 ·  Feb 20 00:52

Jinwu Financial News | CITIC Securities said that the beer industry is expected to have good high-end performance in the first quarter. The bank believes that the 2024 Spring Festival peak season performance will be stable, and China Resources Beer (00291), Budweiser Asia Pacific (01876), and Tsingtao Brewery (00168) will have good high-end performance in the first quarter of 2024 under changes in sector share. By region, regions such as Fujian, Guangdong, and Hainan have benefited from weather effects, and the overall performance is relatively good; the southwest region is affected by high base numbers and changes in the number of tourists, etc., and the performance is relatively stable; North China and Northeast China have yet to wait for the next peak summer season to arrive. Follow China Resources Beer, Tsingtao Brewery, Budweiser Asia Pacific, etc.

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