异动解读 | 分析师看好包装水业务前景,农夫山泉盘中大涨5.12%

异动解读
May 28, 2025

农夫山泉(09633.HK)今日盘中大涨5.12%,引起市场广泛关注。截至发稿,该股报价39.5港元,成交额超1.21亿港元。

消息面上,兴业证券发布的研报成为推动股价上涨的重要因素。分析师指出,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。尽管2024年初受网络舆论影响,包装水业务承压,但公司采取了一系列措施应对,如扩大绿瓶水投放份额和推出红瓶水新包装。兴业证券预计,在舆情影响消退后,2025年农夫山泉的包装水收入有望企稳回升。

值得注意的是,南向资金持续看好农夫山泉。数据显示,5月27日南向资金增持农夫山泉55.04万股,连续5日增持。这表明机构投资者对公司未来发展前景持乐观态度,进一步提振了市场信心。分析人士认为,随着公司业务逐步恢复正常,加上产品创新和市场拓展,农夫山泉有望重拾增长动力。

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