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百威亚太

8.560

-0.180-2.06%

成交量：1,927.22万

成交额：1.67亿

市值：1,133.63亿

市盈率：19.81

高：8.850

开：8.780

低：8.530

收：8.740

数据加载中...

总览公司新闻公告

百威亚太：业绩连跌，高端化“失速”待破局

百威亚太（01876）2025年Q1业绩再下滑：高端化“失速”，破局急不可待？

红花郎五一假期宴席达20万桌；重庆啤酒调整销售和营销支出导向；百威亚太1-3月营收下降11%丨中酒展日报

啤酒TOP5 2024：业绩普遍收缩、裁员、高管降薪，2025能否打好“翻身仗”

百威亚太：与江苏农垦合作成果显著累计采购大麦 23 万吨

百威亚太05月09日获主力加仓80.9万元

建银国际：降百威亚太目标价至9.4港元维持“跑赢大市”评级

建银国际：降百威亚太(01876)目标价至9.4港元维持“跑赢大市”评级

百威亚太：首季净利降 18% 维持评级

高盛：降百威亚太(01876)目标价至9.2港元评级“买入”

《大行》建银国际降百威亚太(01876.HK)目标价至9.4元维持“跑赢大市”评级

阿斯达克财经

中金：维持百威亚太(01876)“跑赢行业”评级目标价9.80港元

港股概念追踪|白酒需求回暖价格回稳机构看好今年业绩或呈先抑后扬走势（附概念股）

百威亚太发布2025一季度财报：收入下降11.08%,净利润下跌18.47%

换帅失灵，百威亚太一季度量价齐降

啤酒行业减员潮：多家企业优化人力成本

上市啤酒企业减员数量曝光：百威亚太减员4000人，燕京、华润减员上千人

东吴证券：一季度啤酒行业恢复性增长期待旺季量价提速

《股市简讯》百威亚太跌2%，首季净利同比降近两成中国区收入减少12.7%

百威亚太：Q1股东应占溢利2.34亿美元，同比下跌18.47%

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14:35","pubTimestamp":1746945314,"startTime":"0","endTime":"0","summary":"前不久，百威亚太交出的“年报成绩单”差强人意，2025年一季度销量、营收、净利再度下滑。高端化“失速”，中国区市场拖累整体业绩。百威亚太高端市场占有率近年下滑，本土品牌强势突围。2024年中国啤酒行业规模以上企业累计啤酒产量3521.3万千升，同比下降0.6%，高端啤酒市场规模攀升。百威亚太应聚焦多方面以扭转业绩下滑，新任管理层战略转向或为关键变量，但需警惕本土品牌追赶与消费趋势变化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250511143654a479e95e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:52","pubTimestamp":1746928359,"startTime":"0","endTime":"0","summary":"前不久，百威亚太刚交出了一份差强人意的“年报成绩单”。2024年，百威亚太营收62.46亿美元，同比下滑8.9%；净利润7.5亿美元，同比下滑14.77%；销量方面为84.8亿升，同比下滑8.8%。业绩接连下滑的背后，也逐渐道出了百威亚太高端化“失速”的事实。据Euromonitor数据，百威亚太中国高端市场占有率在2015年时将近50%，到2020年下滑到42%左右，近年下滑趋势还在持续，目前已降至40%左右。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1291704.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1180","LU0128522157.USD","LU0029875118.USD","BK1589","LU0197773160.USD","BK1604","LU0543330483.HKD","LU0762542818.HKD","SG9999001903.USD","LU0630378692.HKD","LU0831093199.SGD","LU0320764755.SGD","01876","LU0762540952.USD","SG9999000459.SGD","BK1510","LU0672654166.SGD","BK1578","LU0630378429.USD","LU0762541174.USD","LU0197773673.USD"],"gpt_icon":0},{"id":"2534445817","title":"红花郎五一假期宴席达20万桌；重庆啤酒调整销售和营销支出导向；百威亚太1-3月营收下降11%丨中酒展日报","url":"https://stock-news.laohu8.com/highlight/detail?id=2534445817","media":"酒业家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534445817?lang=zh_cn&edition=fundamental","pubTime":"2025-05-10 15:37","pubTimestamp":1746862646,"startTime":"0","endTime":"0","summary":"2025年，将调整销售和营销支出，计划向“更具吸引力的”非现饮渠道倾斜。累计进口啤酒7.441万千升，同比增长23.6%；进口额为6.9590亿元人民币，同比增长12.1%。中国规模以上企业累计啤酒产量854.1万千升，同比下降2.2%。美誉执行主席Ben Clarke表示，整合将分阶段进行，具体取决于地域和品牌表现。2025年第一季度，百威亚太控股有限公司实现销量197.41万千升，同比下降6.51%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250510172704a47919e9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:35","pubTimestamp":1746797700,"startTime":"0","endTime":"0","summary":"据统计，2024财年，Top5酒企百威亚太、华润啤酒、青岛啤酒、燕京啤酒、重庆啤酒，除燕京啤酒外，营收均出现不同程度的下滑。青岛啤酒在2024年首次出现近5年来的营收收缩。如其在2024财年净利润率仅有7.2%。或是基于业绩压力，啤酒企业TOP5在2024年几乎均进行了员工数量收缩举措。百威亚太降幅收缩。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/hk/2025-05-09/doc-inevysvq4041058.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01876","LU0128522157.USD","LU1023057109.AUD","BK1521","BK1604","LU0197773673.USD","BK1578","LU1720050803.USD","LU0630378429.USD","SG9999006514.SGD","BK1180","BK1583","00291","LU0197773160.USD","LU1328615791.USD","LU0320764755.SGD","LU0359201612.USD","80291","IE00B5MMRT66.SGD","SG9999001903.USD","BK1570","IE00B0169L03.USD","IE0008368742.USD","LU0029875118.USD","BK1589","LU0630378692.HKD","LU0543330483.HKD","IE0031814852.USD","CRHKY","LU0672654166.SGD","IE00B29SXG58.USD","IE0008369823.USD","SG9999000459.SGD","BK1510","LU0359202008.SGD","LU0831093199.SGD","IE00B031HY20.USD","LU0762540952.USD","LU1794554557.SGD","LU0762541174.USD","IE00B543WZ88.USD","LU0762542818.HKD","IE00BPRC5H50.USD"],"gpt_icon":0},{"id":"2534484208","title":"百威亚太：与江苏农垦合作成果显著 累计采购大麦 23 万吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2534484208","media":"和讯网","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534484208?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 20:44","pubTimestamp":1746794687,"startTime":"0","endTime":"0","summary":"【5月8日，百威亚太在第五届大麦日活动上有新动作！】百威亚太可持续发展及采购副总裁杨凯称，其与江苏农垦紧密合作，在本土培育出两个优质大麦品系与三个酒花品种，开启高品质本土原料种植新局面。未来，百威亚太将与江苏农垦集团携手，持续赋能本地农户，推动啤酒行业高质量发展。同时，百威中国与江苏省农垦麦芽有限公司签署下一阶段育种合作协议。截至目前，百威中国已累计从江苏农垦集团采购大麦23万吨。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509205952a6d92466&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:15","pubTimestamp":1746778521,"startTime":"0","endTime":"0","summary":"05月09日, 百威亚太股价涨0.24%，报收8.33元，成交金额1.2亿元，换手率0.11%，振幅1.68%，量比0.88。百威亚太今日主力资金净流入80.9万元，连续3日净流入，上一交易日主力净流入1522.6万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为52.63%，平均涨幅为2.53%。该股近5个交易日上涨0.97%，主力资金累计净流入302.5万元，其中3个交易日为股价下跌时净流入；近20日主力资金累计净流入2.8亿元，其中净流入天数为16日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509174805a477f884&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2534141943","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534141943?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 13:02","pubTimestamp":1746766920,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　建银国际发布研报称，百威亚太（01876）第一季净利较去年同期减少18%至2.34亿美元，尽管营收较预期逊色，但大致符合该行和市场预期。该行将百威亚太2025财政年度EBITDA预测下调2%，以计入因美元强劲而降低的韩国平均售价增长假设。目标价由9.5港元下调至9.4港元。该行预期百威亚太的新管理团队将通过策略转移来稳定公司的中国业务，并在中期带来更好的盈利增长，维持“跑赢大市”评级。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-05-09/doc-inevxvry4408244.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01876"],"gpt_icon":0},{"id":"2534114802","title":"建银国际：降百威亚太(01876)目标价至9.4港元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2534114802","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534114802?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 11:46","pubTimestamp":1746762379,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，建银国际发布研报称，百威亚太(01876)第一季净利较去年同期减少18%至2.34亿美元，尽管营收较预期逊色，但大致符合该行和市场预期。该行将百威亚太2025财政年度EBITDA预测下调2%，以计入因美元强劲而降低的韩国平均售价增长假设。目标价由9.5港元下调至9.4港元。该行预期百威亚太的新管理团队将通过策略转移来稳定公司的中国业务，并在中期带来更好的盈利增长，维持“跑赢大市”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1291204.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01876"],"gpt_icon":0},{"id":"2534146026","title":"百威亚太：首季净利降 18% 维持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2534146026","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534146026?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 11:12","pubTimestamp":1746760365,"startTime":"0","endTime":"0","summary":"【5 月 9 日，建银国际发布报告称，百威亚太第一季净利同比降 18%至 2.34 亿美元】尽管百威亚太第一季营收逊于预期，但大致符合建银国际和市场预期。 建银国际将百威亚太 2025 财政年度 EBITDA 预测下调 2%，因美元强劲降低韩国平均售价增长假设，目标价由 9.5 港元降至 9.4 港元。 该行预期百威亚太新管理团队通过策略转移稳定中国业务，中期带来更好盈利增长，维持“跑赢大市”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050912385094f15762&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050912385094f15762&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01876"],"gpt_icon":0},{"id":"2534110336","title":"高盛：降百威亚太(01876)目标价至9.2港元 评级“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2534110336","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534110336?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 11:12","pubTimestamp":1746760329,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，百威亚太(01876)今年首季业绩符合预期，而在业绩会议上，新任CEO指公司策略将维持不变，在经济环境不确定性中，公司会继续专注在可控的范围内，以推动盈利增长。该行考虑到百威亚太业绩以及次季的不利因素，将其今年至2027年的纯利预测下调2%至4%，目前料公司今年的销售、正常化EBITDA及正常化纯利增长为0.6%、1.4%及3.3%，目标价由9.5港元降至9.2港元，评级“买入”。另外，该行指百威亚太今年次季增长方面，中国内地市场仍受到同比可比基数的影响，并将专注于渠道库存的健康状况;韩国市场凭借强大的品牌实力而提高产品价格，不过出货节奏前置至首季。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1291192.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01876"],"gpt_icon":0},{"id":"2534114224","title":"《大行》建银国际降百威亚太(01876.HK)目标价至9.4元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2534114224","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534114224?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 10:15","pubTimestamp":1746756900,"startTime":"0","endTime":"0","summary":"建银国际发表报告指，百威亚太(01876.HK) 第一季净利较去年同期减少18%至2.34亿美元，尽管营收较预期逊色，但大致符合该行和市场预期。该行将百威亚太2025财政年度EBITDA预测下调2%，以计入因美元强劲而降低的韩国平均售价增长假设。目标价由9.5元下调至9.4元。该行预期百威亚太的新管理团队将透过策略转移来稳定公司的中国业务，并在中期带来更好的盈利增长。维持“跑赢大市”评级。(ha/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-08 16:25。)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20191008153245131_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20191008153245131_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1438841/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01876"],"gpt_icon":0},{"id":"2534130461","title":"中金：维持百威亚太(01876)“跑赢行业”评级 目标价9.80港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2534130461","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534130461?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 09:29","pubTimestamp":1746754193,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，综合考虑中国区域需求疲软，分别下调百威亚太2025/2026年EBITDA 6%/6% 至17.88/18.86亿美元。当前股价对应2025/26年6.3/5.8倍EV/EBITDA，考虑百威亚太在高端啤酒市场龙头地位，该行维持目标股价9.80港币/股，对应2025/26年7.6/7.0倍EV/EBITDA，较当前股价有15.8%上行空间，维持跑赢行业评级。成本端，1Q25吨成本同比下降1.5%，该行预计2025年大麦等原料价格有望仍处于低位，若销量回升，规模效应有望进一步助力利润率回升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1291139.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01876"],"gpt_icon":0},{"id":"2534118092","title":"港股概念追踪|白酒需求回暖价格回稳   机构看好今年业绩或呈先抑后扬走势（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2534118092","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534118092?lang=zh_cn&edition=fundamental","pubTime":"2025-05-09 09:27","pubTimestamp":1746754056,"startTime":"0","endTime":"0","summary":"当前进入5月，白酒行业由传统淡季转向五一、端午小旺季，在需求回暖的情况下主流产品价盘有望企稳。东吴证券发布研报称，白酒维持中期看好观点，位置比节奏重要。智通财经APP获悉，5月9日，中金公司研报表示，当前白酒板块面临一定的需求缺口，未来白酒行业走出周期底部离不开需求支撑。中金公司研报认为，当前白酒需求景气度已处历史底部，向下风险或有限。全年白酒板块业绩在去年三四季度低基数支撑下或呈先抑后扬走势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1291140.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0543330483.HKD","SG9999001903.USD","BK1180","LU0762540952.USD","BK1510","YANG","BK1578","LU0630378429.USD","BK4614","HSCEI","LU0672654166.SGD","LU0197773673.USD","SG9999000459.SGD","LU0128522157.USD","06979","LU0197773160.USD","LU0630378692.HKD","01876","LU0320764755.SGD","LU0029875118.USD","BK1604","BK1192","LU0762541174.USD","LU0762542818.HKD","LU0831093199.SGD","HSTECH","BK1589"],"gpt_icon":1},{"id":"2534615489","title":"百威亚太发布2025一季度财报：收入下降11.08%,净利润下跌18.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2534615489","media":"中食财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2534615489?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 21:27","pubTimestamp":1746710823,"startTime":"0","endTime":"0","summary":"2025年第一季度，百威亚太控股有限公司实现收入14.61亿美元，同比下降11.08%；实现净利润2.34亿美元，同比下降18.47%；正常化除息税折旧摊销前盈利为4.85亿美元，同比下降15.21%。2025年第一季度，百威亚太控股有限公司业务区域表现：一、亚太地区西部于2025年第一季度，销量及收入分别减少8.6%及11.7%。于2025年第一季度，该渠道带来的销量和收入贡献均取得增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250509003056a6d7f11c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:04","pubTimestamp":1746698640,"startTime":"0","endTime":"0","summary":"5月7日晚，百威亚太披露一季报，期内多项核心业绩指标出现下滑。对比来看，亚太东部在一季度展现出强劲增长势头，销量及收入分别同比增加11.9%及11.7%，正常化除息税折旧摊销前盈利则增加24.4%。业绩全面下滑，百威亚太也启动了人员优化措施。2025年初，百威亚太再被曝出将裁员数千人，而后公司出面否认了该消息。为了扭转下滑的业绩，百威亚太还在管理层层面接连出招。这一系列人事调整的背后，反映出百威亚太对中国业务调整的决心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508181713a4768d41&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:22","pubTimestamp":1746692522,"startTime":"0","endTime":"0","summary":"近日，随着各大上市啤酒企业财报的发布，行业内的减员情况逐渐浮出水面。百威亚太在2024年雇佣人数从2.5万降至2.1万，一年内减少约4000人，减员比例达16%。与此同时，其啤酒销量和收入分别下降8.8%和7%，业绩承压明显。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050816573294f0420b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:57","pubTimestamp":1746691057,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东吴证券发布研报称，25Q1年啤酒板块营收200.43亿元，同比+3.68%，归母净利润25.19亿元，同比+10.62%，2025年一季度呈现恢复性增长。从2025年一季度来看，尽管吨价表现仍偏弱，但销量已呈现恢复性增长。2)2024年以来成本弹性稳步兑现，同时升级韧性延续，2024全年毛利率水平稳步抬升。25Q1吨价虽有所下滑，但成本弹性延续，毛利率仍持续提升。3)毛利率稳步抬升、费用投放相对克制，整体毛销差持续改善，带动利润持续增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1290757.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00B543WZ88.USD","IE00B5MMRT66.SGD","LU0359202008.SGD","601555","LU1794554557.SGD","BK0276","BK1589","LU0029875118.USD","LU0630378692.HKD","LU0762540952.USD","BK0012","IE0031814852.USD","BK0028","BK0183","BK1583","BK1510","BK1521","LU0672654166.SGD","LU0762542818.HKD","LU0197773160.USD","SG9999001903.USD","LU0320764755.SGD","SG9999006514.SGD","LU1720050803.USD","01876","LU1328615791.USD","BK1604","IE00BPRC5H50.USD","LU0762541174.USD","LU0197773673.USD","CRHKY","BK0009","LU1023057109.AUD","LU0359201612.USD","BK1180","BK1578","IE0008369823.USD","IE00B29SXG58.USD","LU0128522157.USD","BK1570","IE00B031HY20.USD","SG9999000459.SGD","IE0008368742.USD","LU0831093199.SGD","00291","BK0188","LU0630378429.USD","LU0543330483.HKD","80291","IE00B0169L03.USD"],"gpt_icon":0},{"id":"2533916267","title":"《股市简讯》百威亚太跌2%，首季净利同比降近两成中国区收入减少12.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533916267","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533916267?lang=zh_cn&edition=fundamental","pubTime":"2025-05-08 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