智通财经APP获悉，华润饮料(02460)涨超5%，截至发稿，涨3.99%，报15.62港元，成交额9136.64万港元。
据悉，华润饮料是华润集团下属的饮料业务板块，主要产品包括华润怡宝、华润雪花啤酒等。公司是中国最早专业化生产包装饮用水的企业之一，且为中国第二大包装饮用水企业以及中国最大的饮用纯净水企业，按23年零售额计的市场份额分别为18.4%及32.7%。根据灼识咨询报告，公司的“怡宝”品牌饮用纯净水产品于2023年的零售额达到了人民币395亿元，是中国饮用纯净水市场的第一品牌。
银河证券指出，公司正处于由大单品怡宝驱动向饮料多品类转型的阶段。复盘农夫山泉、伊利股份等饮料乳品巨头，我们发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。我们认为华润饮料当前正处于这一关键时期，值得高度关注。
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