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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
華潤飲料
10.510
-0.270
-2.50%
手動刷新
成交量:
853.88萬
成交額:
9,048.63萬
市值:
252.03億
市盈率:
12.20
高:
10.830
開:
10.830
低:
10.510
收:
10.780
52周最高:
14.898
52周最低:
9.774
股本:
23.98億
香港流通股本:
23.98億
量比:
2.11
換手率:
0.36%
股息:
0.66
股息率:
6.24%
每股收益(LYR):
0.861
淨資產收益率:
17.27%
總資產收益率:
7.84%
市淨率:
2.13
市盈率(LYR):
12.20
市銷率:
1.91
資料載入中...
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公司
新聞
公告
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華潤飲料10月28日主力淨流出51.6萬元 散户資金買入
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每日沽空追蹤 | 華潤飲料 10月23日沽空量成交2.08萬股,沽空比例為0.51%
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10/23
華潤飲料10月23日遭主力拋售787.3萬元
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10/17
每日沽空追蹤 | 華潤飲料 10月16日沽空量成交8.06萬股,沽空比例為1.47%
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·
10/16
西部證券:首予華潤飲料(02460)「增持」評級 享受頭部集中及中規格產品佔比提升紅利
智通财经
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每日沽空追蹤 | 華潤飲料 10月14日沽空量成交5.52萬股,沽空比例為1.12%
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華潤飲料10月14日遭主力拋售309.9萬元
市场透视
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10/14
每日沽空追蹤 | 華潤飲料 10月13日沽空量成交4.3萬股,沽空比例為0.41%
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金吾财讯
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15:59","pubTimestamp":1761811140,"startTime":"0","endTime":"0","summary":"瓶装水市场的竞争也从单纯的“价格战”转变为水源、品牌等多维度的竞争。业内人士分析认为,华润饮料包装水业务收入下滑的原因主要在于瓶装水市场“价格战”加剧,消费场景收缩以及品类创新滞后。娃哈哈在瓶装水市场积极发力。02多因素叠加 竞争从“价格战”变为“价值战”从行业层面来看,瓶装水市场的竞争正受到多种因素的驱动。在产品方面,各大瓶装水企不约而同地加快多元品类布局的步伐。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103016002094e5198f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10月28日沽空量成交4.22萬股,沽空比例為1.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579996529","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579996529?lang=zh_tw&edition=fundamental","pubTime":"2025-10-28 16:30","pubTimestamp":1761640230,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月28日,股价较前一交易日持平,卖空量成交4.22万股,较上一交易日增加91.82%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102816362394e17b07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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16:15","pubTimestamp":1761639311,"startTime":"0","endTime":"0","summary":"10月28日,华润饮料股价收平报10.88元,成交金额3506.3万元,换手率0.13%,振幅1.29%,量比0.98。华润饮料今日主力资金净流出51.6万元,上一交易日主力净流入112.7万元。该股近5个交易日下跌0.82%,主力资金累计净流出1815.2万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1510.6万元,其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028161545a6d253f1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1761208229,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月23日,跌0.73%,卖空量成交2.08万股,较上一交易日减少68%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023163349a4703935&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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华润饮料股价跌0.73%,报收10.88元,成交金额4421.2万元,换手率0.17%,振幅1.55%,量比0.99。华润饮料今日主力资金净流出787.3万元,连续3日净流出,上一交易日主力净流出172.9万元。该股近5个交易日下跌2.86%,主力资金累计净流出2611.1万元;近20日主力资金累计净流入51.3万元,其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023161824a6c999cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:42","pubTimestamp":1760708571,"startTime":"0","endTime":"0","summary":"2元,2元,还是2元。超市货架上,规格相似的农夫山泉矿泉水、怡宝纯净水并排陈列,它们就像是双胞胎:标签上的零售价整齐划一,同样拧盖即饮,口感差异甚微,在消费者眼里几乎是“可替代选项”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202510173537497489.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202510173537497489.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02460","BK1200","LU1981816686.USD","BK1589","09633"],"gpt_icon":0},{"id":"2575772852","title":"每日沽空追蹤 | 華潤飲料 10月16日沽空量成交8.06萬股,沽空比例為1.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2575772852","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575772852?lang=zh_tw&edition=fundamental","pubTime":"2025-10-16 16:30","pubTimestamp":1760603430,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月16日,跌1.15%,卖空量成交8.06万股,较上一交易日减少62.37%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101616340397317367&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101616340397317367&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1200"],"gpt_icon":0},{"id":"2575205413","title":"西部證券:首予華潤飲料(02460)「增持」評級 享受頭部集中及中規格產品佔比提升紅利","url":"https://stock-news.laohu8.com/highlight/detail?id=2575205413","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575205413?lang=zh_tw&edition=fundamental","pubTime":"2025-10-15 15:30","pubTimestamp":1760513401,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,预计华润饮料(02460)25-27年收入为112/125/134亿元,归母净利润分别为13/16/18亿元,目前股价对应PE分别为19/15/14X。选取龙头饮料公司为可比公司,考虑到公司目前处于全国化扩张与渠道精耕阶段,首次覆盖,给予“增持”评级。该行表示,公司包装饮用水收入增长短期以全国化扩张与渠道精耕为驱动力,长期享受行业向头部集中及中规格产品占比提升红利。随着公司向平台化企业迈进,饮料业务长期收入增长潜力大。随着自有产能占比逐步提高及规模效应释放下费用投效提升,盈利能力释放空间仍大。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1355267.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002673","02460"],"gpt_icon":0},{"id":"2575220541","title":"二線瓶裝水反擊,泉陽泉、潤田、5100都不甘心","url":"https://stock-news.laohu8.com/highlight/detail?id=2575220541","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575220541?lang=zh_tw&edition=fundamental","pubTime":"2025-10-15 09:47","pubTimestamp":1760492832,"startTime":"0","endTime":"0","summary":"然而,巨头的全面战争,也让它们倍感压力,这也成为令泉阳泉、润田、5100们背水一战的警钟。二线瓶装水,摩拳擦掌上周,5100西藏冰川矿泉水母公司西藏水资源发布公告称,公司名称将从“西藏水资源有限公司”变更为“5100藏冰川有限公司”。其中,泉阳泉、润田、5100正是其中的佼佼者。2025年上半年,泉阳泉饮品业务销量、营收和净利润的增长率分别为14.50%、11.63%、10.02%。所以,无论是泉阳泉、润田、5100,还是另外的中小品牌们,都不得不为接下来的持","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1760488552479916646","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK1200","BK1589","02460","01115","LU1981816686.USD","09633"],"gpt_icon":0},{"id":"2575259205","title":"華潤飲料:自產增效持續深化 盈利釋放彈性可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2575259205","media":"西部证券","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575259205?lang=zh_tw&edition=fundamental","pubTime":"2025-10-15 00:00","pubTimestamp":1760457600,"startTime":"0","endTime":"0","summary":"投资建议:1)包装饮用水收入增长短期以全国化扩张与渠道精耕为驱动力,长期享受行业向头部集中及中规格产品占比提升红利;2)随着公司向平台化企业迈进,饮料业务长期收入增长潜力大;3)随着自有产能占比逐步提高及规模效应释放下费用投效提升,盈利能力释放空间仍大。我们选取龙头饮料公司为可比公司,考虑到公司目前处于全国化扩张与渠道精耕阶段,首次覆盖,给予“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015151309972f17d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015151309972f17d0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1200"],"gpt_icon":0},{"id":"2575820523","title":"每日沽空追蹤 | 華潤飲料 10月14日沽空量成交5.52萬股,沽空比例為1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2575820523","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575820523?lang=zh_tw&edition=fundamental","pubTime":"2025-10-14 16:30","pubTimestamp":1760430632,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月14日,跌1.52%,卖空量成交5.52万股,较上一交易日减少36.41%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101416341594c85003&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101416341594c85003&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1200"],"gpt_icon":0},{"id":"2575225552","title":"華潤飲料10月14日遭主力拋售309.9萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2575225552","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575225552?lang=zh_tw&edition=fundamental","pubTime":"2025-10-14 16:15","pubTimestamp":1760429717,"startTime":"0","endTime":"0","summary":"10月14日, 华润饮料股价跌1.52%,报收11.05元,成交金额5470.3万元,换手率0.20%,振幅2.14%,量比0.97。华润饮料今日主力资金净流出309.9万元,连续3日净流出,上一交易日主力净流出271.4万元。该股近5个交易日上涨0.73%,主力资金累计净流出354.6万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流入3751.6万元,其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101416160294c84519&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101416160294c84519&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1200"],"gpt_icon":0},{"id":"2575261477","title":"每日沽空追蹤 | 華潤飲料 10月13日沽空量成交4.3萬股,沽空比例為0.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2575261477","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575261477?lang=zh_tw&edition=fundamental","pubTime":"2025-10-13 16:30","pubTimestamp":1760344231,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月13日,涨1.54%,卖空量成交4.3万股,较上一交易日增加2587.5%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101316340094c61f88&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101316340094c61f88&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1200","02460"],"gpt_icon":0},{"id":"2575347725","title":"華潤飲料上半年淨利潤僅農夫山泉1/9 怡寶飲用水市佔率下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2575347725","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575347725?lang=zh_tw&edition=fundamental","pubTime":"2025-10-13 16:07","pubTimestamp":1760342844,"startTime":"0","endTime":"0","summary":"从利润端来看,华润饮料上半年归母净利润为8.05亿元,同比下滑28.63%,而农夫山泉归母净利润同比增长22.1%至76.22亿元,是华润饮料的九倍。从毛利率来看,华润饮料今年上半年毛利率下降2.6个百分点至46.67%,而农夫山泉相较于去年同期增长1.5个百分点至60.3%,这也意味着,农夫山泉盈利能力更强。而华润饮料主要以“怡宝”为代表的包装饮用水业务为核心,但今年上半年,其包装饮用水业务收入却同比下滑23.11%至52.51亿元,截止今年8月,市场占有率跌至20.34%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013161310a45d452a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013161310a45d452a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09633","02460"],"gpt_icon":0},{"id":"2574484910","title":"「1元水戰」 時隔一年半,農夫、怡寶、娃哈哈誰贏了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2574484910","media":"食品招商网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574484910?lang=zh_tw&edition=fundamental","pubTime":"2025-10-11 06:03","pubTimestamp":1760133821,"startTime":"0","endTime":"0","summary":"去年4月,农夫山泉推出绿瓶纯净水,将终端价直接下探至1元左右/瓶,矛头直指怡宝与娃哈哈的核心腹地。随之而来的是一场席卷整个包装水行业的“水战三国”——农夫山泉、怡宝和娃哈哈纷纷投入充足“弹药”展开激战。农夫山泉虽然市场份额有所波动,但整体仍保持领先地位。与此同时,娃哈哈则凭借宗庆后去世后引发的消费者情感共鸣,以及宗馥莉接棒后的积极应对,实现了逆势增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011060935a459c6bb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011060935a459c6bb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1200","00291","09633","BK1589","LU1981816686.USD","02460"],"gpt_icon":0},{"id":"2574176458","title":"瓶裝水「中場戰事」:「價格戰」下頭部企業多元化佈局謀突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2574176458","media":"GPLP犀牛财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574176458?lang=zh_tw&edition=fundamental","pubTime":"2025-10-10 16:46","pubTimestamp":1760085960,"startTime":"0","endTime":"0","summary":"瓶装水市场的竞争也从单纯的“价格战”转变为水源、品牌等多维度的竞争。业内人士分析认为,华润饮料包装水业务收入下滑的原因主要在于瓶装水市场“价格战”加剧,消费场景收缩以及品类创新滞后。娃哈哈在瓶装水市场积极发力。02多因素叠加 竞争从“价格战”变为“价值战”从行业层面来看,瓶装水市场的竞争正受到多种因素的驱动。在产品方面,各大瓶装水企不约而同地加快多元品类布局的步伐。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010165503a6b2d20a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010165503a6b2d20a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1589","LU1981816686.USD","09633","BK1200"],"gpt_icon":0},{"id":"2574128886","title":"【券商聚焦】國盛證券維持華潤飲料(02460)「增持」評級 指其收入整體有望恢復增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2574128886","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574128886?lang=zh_tw&edition=fundamental","pubTime":"2025-10-10 15:38","pubTimestamp":1760081916,"startTime":"0","endTime":"0","summary":"该机构表示,公司短期由于包装水和饮料行业竞争加剧,叠加主动进行渠道层级改革,经营整体承压。中长期看,水依旧是能够穿越经营周期的刚需品类,公司深耕多年优势明确,同时公司高度重视饮料业务发展,收入整体有望恢复增长。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1967578","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["161027","02460"],"gpt_icon":0},{"id":"2572533684","title":"每日沽空追蹤 | 華潤飲料 10月03日沽空量成交8400股,沽空比例為1.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2572533684","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572533684?lang=zh_tw&edition=fundamental","pubTime":"2025-10-03 16:30","pubTimestamp":1759480230,"startTime":"0","endTime":"0","summary":"华润饮料北京时间10月03日,涨0.18%,卖空量成交8400股,较上一交易日减少98.29%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251003163337a4522a7a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251003163337a4522a7a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02460","BK1200"],"gpt_icon":0},{"id":"2571334003","title":"農夫大戰怡寶 搶到更多蛋糕的卻是宗馥莉!","url":"https://stock-news.laohu8.com/highlight/detail?id=2571334003","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571334003?lang=zh_tw&edition=fundamental","pubTime":"2025-09-29 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18:07","pubTimestamp":1759140457,"startTime":"0","endTime":"0","summary":"瓶装水市场的竞争也从单纯的“价格战”转变为水源、品牌等多维度的竞争。业内人士分析认为,华润饮料包装水业务收入下滑的原因主要在于瓶装水市场“价格战”加剧,消费场景收缩以及品类创新滞后。娃哈哈在瓶装水市场积极发力。02多因素叠加竞争从“价格战”变为“价值战”从行业层面来看,瓶装水市场的竞争正受到多种因素的驱动。在产品方面,各大瓶装水企不约而同地加快多元品类布局的步伐。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929182120a44c1b94&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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