华润饮料:静水流深 提质增效

国盛证券
05 Jan

华润饮料:深耕饮用纯净水,软饮料全面布局。1)历史复盘:华润饮料历经四十余年的发展,整体可划分为行业开拓期、主业精耕期、全国布局期和双轮驱动期四个发展阶段,作为中国第二大包装饮用水企业以及中国最大的饮用纯净水企业,现已形成“一超多强”的多品类战略发展格局。2)管理情况:公司背靠华润集团,其持股比例为50.04%,核心管理层经验丰富,基本均有集团任职履历。3)财务情况:2023年公司实现营收...

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