华润啤酒(00291)股价在周三大幅下跌6.67%,跌至22.85港元,此前一日股价曾一度下探22.35港元。股价剧烈波动或受华润啤酒下半年业绩前景不佳的预期影响。
分析师普遍担心,华润啤酒旗下中低端产品线在今年下半年销售持续疲弱,将拖累整体业绩表现。野村证券在报告中预计,受中低端啤酒销售低迷影响,华润啤酒2024年全年净利润仅增长3%,远低于此前的双位数增长预期。不过,野村维持"买入"评级,认为该股中长期仍有较大上涨空间。
中金公司亦下调了对华润啤酒的评级,将目标价从45港元下调至32港元。报告指出,受宏观经济和消费者支出疲软影响,华润啤酒在7月的销量已出现放缓,预计下半年业绩同样面临一定压力。
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