港股异动 | 青岛啤酒股份(00168)午后跌超5% 上半年销量承压 机构称三季度销售大概率迎来改善
青岛啤酒(00168)午后跌超5%，截至发稿，跌4.7%，报49.65港元，成交额3.74亿港元。
国信证券指出，预计上半年销量承压，下半年将积极填补销量缺口；预计上半年产品结构持续优化，全年销售均价预计将延续提升；全年销售费用投入或有所增加，但不会改变盈利能力提升趋势；预计公司分红率维持长期上行趋势。考虑到二季度消费需求走弱、不利天气的出现增大公司销售压力，小幅下调盈利预测。三季度将是公司全年业绩的关键期，近期北方天气升温、公司积极蓄力旺季销售，三季度销售大概率迎来改善。
中银国际则指出，2023年青岛啤酒发货节奏异常，导致2024年业绩节奏前低后高，利润增速从Q3开始有望得到大幅改善。青啤属于强Beta属性标的，未来三年利润实现10%以上复合增速的确定性强。短期股价回调后，将迎来布局良机。
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