农夫山泉:24年逐渐走出阴霾 期待25年包装水分额回升

光大证券
30 Mar

事件:农夫山泉公布2024 年业绩,2024 年实现营业收入428.96 亿元,同比+0.5%;归母净利润121.23 亿元,同比+0.4%。24H2,公司实现营收207.23 亿元,同比-6.7%;归母净利润58.84 亿元,同比-6.7%。包装饮用水市占率回升,即饮茶下半年营收环比降速。分品类看,24 年/24H2 包装饮用水营收分别为159.52/74.22 亿元,分别同比-21.3%/-...

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