2025 年包装水行业延续激烈竞争态势,龙头企业持续博弈竞争,抢占市场份额,当前处于饮料行业旺季,竞争持续发酵,我们认为行业集中度有望进一步提升,龙头企业农夫山泉和华润饮料有望进一步受益。农夫山泉:包装水稳健增长,饮料大单品延续高增。1)基本面角度来看,公司包装水业务品牌力、渠道力、产品力突出,公司包装水分额有望持续修复,乃至超越自身舆情前的高点。饮料业务全线布局明星大单品,茶饮料方面,无糖茶“...
Source Link2025 年包装水行业延续激烈竞争态势,龙头企业持续博弈竞争,抢占市场份额,当前处于饮料行业旺季,竞争持续发酵,我们认为行业集中度有望进一步提升,龙头企业农夫山泉和华润饮料有望进一步受益。农夫山泉:包装水稳健增长,饮料大单品延续高增。1)基本面角度来看,公司包装水业务品牌力、渠道力、产品力突出,公司包装水分额有望持续修复,乃至超越自身舆情前的高点。饮料业务全线布局明星大单品,茶饮料方面,无糖茶“...
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