智通财经APP获悉,华润饮料(02460)午后涨近5%,截至发稿,涨4.6%,报14.54港元,成交额1.01亿港元。
消息面上,华润饮料公布全年财报,2024年收入135.21亿元人民币,同比基本持平;包装饮用水产品的收入占总收入的比例为89.7%,饮料产品的收入占总收入的比例为10.3%。纯利16.37亿元,同比增长23.1%;每股盈利0.79元。派息共0.483元,包括末期息0.307元及特别息0.176元。
中金指出,根据渠道调研包装水竞争于24年恢复较为理性状态,25年整体竞争有望较24年趋缓,同时公司1-2月包装水业务实现正增表现良好,我们预计全年公司在多水种布局、多渠道扩展等策略并举下有望实现量价恢复性增长。饮料业务板块有望维持高增。该行表示,预计公司未来3-5年利润率改善空间明确,25年净利润有望延续高增。
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