包装水行业深度:行业竞争加剧 看好龙头长期成长空间

国联证券股份有...
29 Nov 2024

中国包装水市场大,CR2 有所提升包装水是中国即饮软饮市场中规模最大、增速最快的细分品类,2023 年市场规模为2150 亿元,占软饮份额23.65%,5 年收入CAGR 为7.10%。中国包装水市场人均消费较美日等国偏低,健康用水、大包装水等需求的增长有望推动中国包装水市场规模进一步增长。竞争格局来看,包装水行业CR5 由2019 年的56.2%提升至2023 年的58.6%,其中两大龙头...

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