港股异动 | 农夫山泉(09633)涨超3%暂现四连阳 娃哈哈争产案影响其销量 公司市场份额正逐步回升

智通财经
Jul 22

智通财经APP获悉,农夫山泉(09633)再涨超3%,股价暂现四连阳。截至发稿,涨3.05%,报45.6港元,成交额3.42亿港元。

消息面上,娃哈哈宗氏百亿财产纠纷案8月1日将有新进展。香港高等法院网站信息显示,相关案件8月1日将在香港高等法院进行聆讯。里昂发布研报称,娃哈哈财产争夺案可能影响集团产品销售及市场份额,而同业农夫山泉及华润饮料则有望从中受益,市场份额加快增长。

该行指出,娃哈哈引发外界对宗庆后公众形象及公司管治的负面看法,或导致消费者偏好改变。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,同时华润饮料亦可能从中分一杯羹。

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