智通财经APP获悉，华润饮料(02460)早盘跌超4%，低见11.68港元再创新低，较招股价已跌近20%。截至发稿，跌3.73%，报11.86港元，成交额1606.26万港元。
消息面上，近日，农夫山泉创始人钟睒睒在出席活动时谈及不建议长期喝"绿瓶"纯净水等话题，再次引发纯净水与天然水之争。据悉，华润饮料在中国饮用纯净水市场排名第一。中信建投此前在风险提示中指出，农夫山泉主动推出绿瓶纯净水产品，可能影响华润饮料产品竞争力，公司盈利能力可能不及预期。
招银国际指出，今年夏天以来，水企间的包装水价格战猛烈，怡宝对于价格把握相对严格，娃哈哈各渠道及地域的定价相近，而农夫山泉主导价格战，定价波动相对较大，叠加绿瓶水对于自身红瓶水有替代性效应打压，目前在经销商端受影响较大。我们预计水饮市场双寡头竞争格局保持不变；预计短期内大品牌降价导致水饮品牌间虹吸效应延续，龙头渗透率持续提升，随着农夫长期推动绿瓶水，其地位将进一步稳固。
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