农夫山泉（09633.HK）今日盘中大涨5.05%，引发投资者关注。截至发稿，该股报38.4港元，成交额1.51亿港元。
消息面上，华西证券发布研报表示，农夫山泉2025年包装水业务有望重回增长轨道。尽管2024年公司陷入舆论风波，但仍坚持"水源地建厂"战略，积极布局优质水源与先进产能。2024年，公司新增安徽黄山基地投产，同时在全国同步推进6个水源地项目，进一步巩固了在优质水源布局上的领先优势。
据悉，截至2024年12月31日，农夫山泉已在全国建成12个核心水源基地，涵盖山泉水、湖库水、地下水、自然泉水及矿泉水，形成多元化水源布局。分析师认为，随着舆论风波逐步消除，公司依靠优质且多元的水源布局，2025年包装水业务有望重拾增长势头。这一积极展望可能是推动股价上涨的主要因素。
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