华润饮料(02460)早盘持续走高,股价上涨6.59%,现报12.94港元,成交额6354.94万港元。
瑞银发布研报指出,华润饮料自2022年以来加速自有产能扩张,预计到2026年自有产能将占总产量的65%,高于2023年的33%。此外,华润饮料的总销售点覆盖率约为农夫山泉的一半,但其零售价值仅低25%,表明公司在渠道扩张方面具有潜力。该行认为,华润饮料在包装水领域的领导地位,这一即饮料零售销售价值最大的品类,将有助于公司在品类扩展上取得进展,特别是在消费者对健康饮品需求上升的背景下,预计其中草药茶品牌“至本清润”将成为2024-2026年的主要收入增长贡献者。
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