金吾财讯 | 农夫山泉(09633)早盘下跌后低位震荡运行，截至发稿，报33.70港元，跌4.67%，成交额2.48亿港元。
消息面上，近日农夫山泉推出新品矿泉水，以18元/15瓶的活动价格攻占终端市场，将矿泉水从3元以上的价格带上拉下来。这款新品沿用了农夫山泉高端玻璃瓶水的图案，以及标志性的红色瓶盖，水源地标注为长白山。
招商证券此前发布研报指出，公司今年经营遇到外部危机，但应对十分积极，推出绿瓶水让利渠道，下半年份额开始回升，未来1-2年份额提升或超预期。绿瓶水对整体利润率影响可控，实际表现有望好于市场预期。短期风波导致公司估值回落，优秀龙头经营调整的速度和成效往往会超市场预期，2025年有望估值业绩双击。
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