农夫山泉(09633)今日盘中股价大幅上涨6.08%，市场表现强劲。
消息面上，公司于3月24日晚间公布了2025年全年业绩，表现远超市场预期。报告显示，农夫山泉2025年总收益首次突破500亿元大关，达到525.53亿元，同比增长22.5%；母公司拥有人应占溢利为158.68亿元，同比大幅增长30.9%。同时，公司宣布拟派发期末股息每股0.99元，合计派息约111.34亿元，积极回报股东。
此外，中金公司发布研报，基本维持公司2026年盈利预测，并上调2027年盈利预测3%至197亿元。中金维持农夫山泉“跑赢行业”评级及61港元的目标价，认为其仍有约44%的上行空间。业绩显示，公司各业务板块均实现稳健增长，其中包装水业务显著复苏，无糖茶品牌“东方树叶”的市场份额进一步提升至约80%，领先优势持续扩大。受益于成本红利和产品结构升级，公司2025年下半年毛利率同比提升3.4个百分点，净利率创下历史新高，展现了出色的盈利能力和费用管控水平。
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