异动解读 | 华润饮料盘中大涨近8% 中银国际首予买入评级助推

异动解读
Dec 03, 2024

华润饮料(02460)今日盘中股价大涨近8%,引发市场关注。

消息面上,中银国际研究报告首次给予华润饮料"买入"评级,目标价18.22港元。报告称,作为国内领先的软饮料企业,华润饮料核心内驱力突出,包括品牌影响力大、产品矩阵完善、分销渠道掌控力强、产能扩张步伐加快等。

分析人士预计,凭借怡宝产品在全国进一步渗透,华润饮料2024年和2025年利润率将分别扩张2.5和0.8个百分点,饮料业务收入占比将由2023年的8%增至2026年的16%,业绩增长可期。投资者对华润饮料长远发展前景更加看好,推动股价今日大涨。

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