智通财经APP获悉，华润饮料(02460)盘中涨超7%，截至发稿，涨6.42%，报15.26港元，成交额1.37亿港元。
消息面上，华润饮料获纳入沪港通及深港通下的港股通股票名单，自3月10日起生效。中银国际表示，华润饮料进入港股通有望推动公司进一步触及更多元化的投资者，并提升股份流动性。该行提及，华润饮料2025财年市盈率预测为14.9倍，较农夫山泉及同业均值分别折让47%及27%。看好软性饮料行业前景及华润饮料较稳固的基本面，获纳入港股通后，有望进一步推动该公司的价值重估。
建银国际发研报指，华润饮料已是中国第二大包装饮用水品牌，市场份额达18.4%；然而，由于其主要市场集中在中国南方和东部地区，该公司仍有充足的增长空间。该行预计华润饮料将继续聚焦于包装饮用水业务，并抓住一切机会提升销量。该行预计华润饮料将受益于全国市场扩张和市场渗透战略、自主生产设施的扩充、强大的品牌认知度、稳固的产品组合。
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