华润饮料(02460)今日盘中大跌5%,引发市场关注。分析人士认为,主要原因与农夫山泉创始人钟睒睒近日有关于"纯净水不适合长期饮用"的言论引发争议有关。
作为中国纯净水市场第一品牌,华润饮料旗下的"怡宝"纯净水近年来一直保持较高的市场份额。根据公司招股书披露,2023年怡宝纯净水产品零售额达395亿元,占据市场三分之一份额。
然而,钟睒睒的言论被认为存在贬低纯净水价值的嫌疑,因此引发怡宝、娃哈哈等主要竞争对手的回应。这些品牌的客服均表示,其纯净水产品符合国家标准,可放心长期饮用。市场担心这种言论可能会影响消费者的购买信心,从而对华润饮料的纯净水业务造成不利影响,这或许是导致华润饮料股价暴跌的主要原因。
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