智通财经APP获悉，农夫山泉(09633)再涨超3%，截至发稿，涨3.28%，报45.7港元，成交额2.94亿港元。
消息面上，近期饮用水迎来多重催化，据报道，杭州部分区域出现自来水气味异常，引发饮用水抢购潮。此外，娃哈哈已故创办人宗庆后家族爆发争产案，里昂认为，该事件可能影响娃哈哈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。里昂表示，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，该行自3月起列农夫山泉为首选股，看好其业务复苏势头强劲。
国泰海通证券认为，农夫山泉是中国兼具规模性、成长性和盈利性的稀缺饮料超级品牌。短期公司包装水&茶饮料有望延续较好景气度，同时维持较优盈利水平。中长期公司品牌渠道供应链多维度竞争优势突出，产品品类布局保障未来成长天花板较高。
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