智通财经APP获悉，农夫山泉(09633)涨超4%，高见44.9港元创去年5月以来新高。截至发稿，涨4.07%，报44.75港元，成交额3.56亿港元。
消息面上，里昂证券发布研报称，娃哈哈已故创办人宗庆后家族爆发争产案，事件可能影响集团产品销售及市场份额，而同业农夫山泉则有望从中受益，市场份额加快增长。报告指出，渠道数据显示，娃哈哈瓶装水线上销售额已显著下降，7月首周日均销售额为7.5万至10万元人民币，而7月18至19日已降至介乎2.5万至5万元人民币。对比今年农夫山泉自3月起销售瓶装水以来录得强劲双位数增长，预期其市场份额正逐步回升。里昂表示，自3月起列农夫山泉为首选股，看好其业务复苏势头强劲。
国泰海通证券指出，公司是中国兼具规模性、成长性和盈利性的稀缺饮料超级品牌。短期公司业绩有望延续较高景气度，中长期公司竞争优势明显，成长天花板较高。当前公司包装水市占率呈现逐步回升态势，预计在低基数效应下，有望实现较好恢复性成长。无糖茶受益于市场份额持续提升，叠加开盖有奖活动拉动，预计将继续维持较快成长。此外受益于部分原材料价格下行，以及产品结构优化，公司或持续维持较优盈利水平。
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