智通财经APP获悉,华润饮料(02460)再涨超7%,截至发稿,涨7.5%,报13.48港元,成交额8040.52万港元。
消息面上,2月21日,恒生指数公司公布最新季检结果,其中华润饮料获纳入恒生综合指数成份股,所有变动将于3月7日实施,3月10日正式生效。中信证券表示,华润饮料有可能被纳入港股通。
国盛证券指出,公司入通后流动性有望显著改善,中长期净利率提升趋势明确,建议重点关注。德邦证券指出,公司包装水主业长期位居行业第二,全国化扩张驱动收入增长;同时,自产率提升带来的毛利率改善确定性高。饮料业务第二曲线逐步发力,长期成长性较强,有望打开收入天花板。
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