智通财经APP获悉，农夫山泉(09633)早盘涨超4%，截至发稿，涨3.21%，报33.8港元，成交额1.51亿港元。
消息面上，12月20日，农夫山泉天猫旗舰店、京东自营旗舰店等均已上线矿泉水新品，限时活动价为18元15瓶。国盛证券指出，继绿瓶包装水后，农夫山泉再次推出主打“长白山水源”的矿泉水，活动价每瓶1.2元/380ml，2024年饮用水市场竞争较激烈，农夫山泉通过绿瓶纯净水夺回部分市场份额，我们预期2025年仍将维持较强竞争，龙头进一步提升市场份额。
招商证券此前指出，公司此前经营遇到外部危机，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。对于利润率，根据测算24H2风险基本释放，预计25年利润率表现会好于市场预期。公司前瞻布局多个潜力品类，短期东方树叶继续快速增长，中长期果汁、咖啡等有望接力。短期风波导致公司估值波动，但真金不怕火炼，优秀龙头调整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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