5月28日周三盘中，农夫山泉（09633.HK）股价突然走强，截至10时20分左右，涨幅扩大至5.12%，引发市场关注。
消息面上，兴业证券近期发布的研报对农夫山泉的前景持积极态度。分析师指出，尽管该公司2024年初受到网络舆论影响，导致包装水业务承压，全年营收同比下滑21.3%，但预计在舆情过后，2025年包装水收入有望企稳回升。兴业证券强调，农夫山泉通过拓展产品规格与品类，实施"水源地建厂"策略，多年来市场份额保持第一。该公司包装水业务营收从2018年的118亿元提升至2023年的203亿元，年复合增长率达11.5%，增速快于行业整体。
此外，机构评级数据显示，在所有28家参与评级的机构中，75%的券商给予农夫山泉买入建议，18%给予持有建议，仅7%给予卖出建议。这种高度看好的态度可能进一步提振了投资者信心。值得注意的是，农夫山泉所在的非酒精饮料行业整体表现不佳，今日跌幅为2.94%，突显出农夫山泉的强劲表现。这一异动也带动了相关个股，如巨星传奇（06683）等公司股价也出现不同程度上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.