智通财经APP获悉，华润饮料(02460)现涨超4%，截至发稿，涨3.82%，报14.68港元，成交额5264.56万港元。
国泰君安指出，全球贸易冲突加剧，市场风险偏好回落叠加内需预期提振，食品饮料板块配置价值凸显。该行指出，软饮料受益于高频、低价属性，销量增速引领食品饮料整体，包装水、能量饮料、运动饮料及无糖茶成长性延续；品类红利驱动下，龙头企业华润饮料等具备业绩韧性，考虑到市场风险偏好回落且更偏重内需，软饮料板块有望展现超额收益。
国盛证券指出，华润饮料包装水业务零售额跑赢行业增速，中大规格增长突出。饮料业务积极打造第二增长曲线，收入保持高增。2024年公司派发股息和特别股息分别每股0.307元0.176元，合计每股0.483元，分红总金额为11.58亿元，分红比例为70.8%；我们认为公司利润率提升逻辑明晰，饮料有望保持高增速，包装水预计稳步增长。
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