5月26日周一下午，农夫山泉（09633）股价出现显著上涨，盘中大涨5.05%，引起市场广泛关注。截至14时02分，该股报价38.4港元。
消息面上，华西证券近期发布了对农夫山泉的积极评估报告。分析师预计，农夫山泉的包装水业务在2025年有望重回增长轨道。报告指出，尽管公司在2024年经历了舆论风波，但仍坚持"水源地建厂"战略，积极布局优质水源和先进产能。截至2024年底，公司已在全国建成12个核心水源基地，形成多元化水源布局，为未来业务增长奠定了坚实基础。
此外，农夫山泉正积极探索海外市场机会。随着瓶装水市场竞争升级，优质水源地成为水饮企业的重要竞争点。分析师认为，随着之前的舆论风波逐步消除，加上公司在优质且多元水源布局方面的优势，农夫山泉的包装水业务有望在2025年重拾增长势头。投资者对公司未来发展前景的信心提升，推动了股价的上涨。
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