中银国际发表报告指，农夫山泉(09633.HK) 估值溢价仍有支撑，2025年瓶装水销售有望反弹。该行将农夫山泉2024年至2026年的收入预测下调4%至5%，维持“买入”评级，将目标价上调至39.1元，对应2025年市盈率29.9倍。该行指，借鉴日本即饮软饮(“即饮型饮料”)市场的经验，在1990年代日本经济衰退期间，无糖即饮茶经历了高速发展和渗透。该板块过去三年在内地亦实现了爆发式增长，...
Source Link中银国际发表报告指，农夫山泉(09633.HK) 估值溢价仍有支撑，2025年瓶装水销售有望反弹。该行将农夫山泉2024年至2026年的收入预测下调4%至5%，维持“买入”评级，将目标价上调至39.1元，对应2025年市盈率29.9倍。该行指，借鉴日本即饮软饮(“即饮型饮料”)市场的经验，在1990年代日本经济衰退期间，无糖即饮茶经历了高速发展和渗透。该板块过去三年在内地亦实现了爆发式增长，...
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