港股异动 | 华润饮料(02460)早盘跌超4% 一度跌破发行价 瑞银近期减持华润饮料超2亿港元股份

智通财经
Nov 04, 2024

智通财经APP获悉,华润饮料(02460)早盘跌超4%,盘中低见14.44港元,跌破发行价14.5港元。截至发稿,跌3.43%,报14.62港元,成交额9024.31万港元。

消息面上,香港联交所最新资料显示,10月25日,瑞银减持华润饮料1413.1152万股,每股作价16.3565港元,总金额约为2.31亿港元。减持后最新持股数目约为1.53亿股,最新持股比例为6.52%。

海通国际此前表示,纯净水为壁垒低,高度竞争的行业,同时单瓶利润薄、需要高周转,比拼企业的综合能力。包装水龙头经过多次变迁后,已进入中低速增长阶段,行业未来增长中数维持在3%-4%之间,注定瓶装“水战”从来都是异常惨烈。银河证券则指出,华润饮料正处于由大单品怡宝驱动向饮料多品类转型的阶段,从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。

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