6月30日， 农夫山泉下跌超7%，报40.16港元，成交额2.96亿港元；盘中最高42.82港元，最低39.64港元，股价一度跌穿40港元关口。
消息面上，北京商报称，娃哈哈、华润怡宝近日传出供货价调整消息，其中娃哈哈纯净水部分规格每箱供应价上调0.5元至1元，华润怡宝18.9升桶装水每桶上调1元；报道同时提到，农夫山泉截至6月29日未公开参与此次调价。
包材成本是本轮包装水价格讨论的背景之一，2026年以来PET价格一度明显上涨；虽然近期PET价格已有回落，但包装水企业仍面临供货价、终端价格和渠道利润之间的平衡问题。
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