2024年前4个月,无论是公司整体还是以怡宝为核心的包装水收入,华润饮料(02460)都还保持增长。自从农夫山泉(09633)推出绿瓶水竞争后,华润饮料年报收入开始下降。华润饮料是在2024年4月递交招股书的,农夫山泉也正是在此时推出绿瓶纯净水,随后更是掀起纯净水价格战,“阻击”意味不言自明。结果2024年,华润饮料收入基本零增长,农夫山泉毛利率下降。华润饮料发布的年报显示,2024年公司实现营收...
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