华润饮料(02460)今日盘中大涨6.29%,引起市场热议。消息面上,多家分析师均看好公司未来前景,为这一涨幅提供了合理解释。
里昂证券表示,华润饮料作为内地第二大包装水供应商,应可受惠于瓶装水消费增长,并预计公司扩产后利润率将提升,因此看好公司未来两年的增长,特别是利润率水平。
瑞银则认为,华润饮料未来增长的主要动力来自两方面:一是公司自有产能扩张计划,预计到2026年自有产能将占总产量的65%,较2023年的33%大幅提升;二是渠道扩张潜力,目前公司的渠道覆盖率仍较农夫山泉等竞争对手低,说明在渠道扩张方面还有较大空间。
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