天風證券指出,隨著旺季將至及兩大體育賽事加持,各啤酒企業產品中高端布局逐步完善,在渠道及營銷合力助推下,結構升級帶來的價增及利潤彈性釋放將繼續成為啤酒行業上行核心驅動力。疊加供給端龍頭華潤和青啤等對結構和利潤的訴求提升,行業效率持續優化,啤酒行業已經進入利潤釋放加速期。
天風證券:啤酒動銷旺季有望超預期
2021-06-01T06:59:25-04:00June 1st, 2021|
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