智通财经APP获悉，高盛发布研究报告称，华润饮料(02460)凭借品牌、生产及分销网络优势，能够维持其在价值2300亿元人民币的包装水市场第二大之地位，并在价值6890亿元人民币的有汽饮料市场持续扩充。该行首次覆盖华润饮料，予其“买入”评级，目标价为17.3港元。
该行预计，公司2023年至2028年的销售年均复合增长率达8%，纯利率达20%，净利润率则由10%扩至17%，主要受惠于品类扩充、渠道扩阔及毛利改善，料经营利润率由2023年的12.9%增长至2028年的21.8%，主要因为生产及原材料成本下降。
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