港股异动|农夫山泉涨超5%,机构看好上半年收入超预期

老虎资讯综合
Jul 25, 2025

7月25日 ,农夫山泉盘初涨超5%,机构预计公司上半年收入增长高于市场预期。

消息面上,娃哈哈宗氏百亿财产纠纷案8月1日将有新进展。香港高等法院网站信息显示,相关案件8月1日将在香港高等法院进行聆讯。里昂发布研报称,娃哈哈财产争夺案可能影响集团产品销售及市场份额,而同业农夫山泉及华润饮料则有望从中受益,市场份额加快增长。

中金发布研报称,预计农夫山泉25年上半年收入同比增长18%,利润同比增长20%,收入增长高于市场预期,主要由于茶饮及果汁表现好于预期,利润增长基本符合预期。该行表示,考虑公司25年下半年基数走低,叠加舆论事件带来的潜在消费者回流,及公司终端动销势头强劲,认为公司下半年收入增速有望改善。包装水业务较23年仍有差距,但份额逐月提升趋势明朗,该行判断去年舆论影响或逐步消退。

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