华润饮料(02460)今日盘中大跌5.09%,引发了市场的广泛关注。
消息面上,农夫山泉近期推出包装水新品并进行大幅促销活动,市场担心2025年包装饮用水行业竞争将进一步加剧。作为行业龙头,华润饮料可能会面临来自农夫山泉等竞争对手的强劲冲击和份额挤压。
虽然分析师普遍认为华润饮料仍处于纯净水赛道领先地位,并通过多渠道布局及营销策略占据较强的消费者心智,但投资者显然对公司应对竞争加剧的能力缺乏信心,因而抛售该股,导致股价大幅下挫。
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