智通财经APP获悉,华润饮料(02460)涨超6%,截至发稿,涨6.4%,报14.84港元,成交额1.25亿港元。
消息面上,据上交所、深交所公告,华润饮料获纳入港股通名单,于3月10日起正式生效。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。
方正证券近期研报指出,公司为包装饮用水领导品牌,多元化饮品发展前景广阔。该行认为,公司包装水+饮料双轮驱动方向明确,怡宝作为包装水头部品牌,市占率仍有提升空间,饮料产品中,“至本清润”菊花茶大单品已现,其他系列产品正不断丰富,有望通过其渠道优势稳步铺市,持续培育大单品。
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