钟睒睒旗下农夫山泉涨超5%,股价创2022年1月以来新高,市值重上5300亿!中金:受益原材料价格下行利润率持续提升,农夫山泉利润表现略好于收入

格隆汇
25 Jul

格隆汇7月25日|农夫山泉(9633.HK)盘初一度涨5.57%,报47.4港元,股价创2022年1月以来新高,市值重上5300亿港元。中金发布最新报告,预计农夫山泉今年上半年收入同比增长18%,利润同比增长20%,收入增长高于市场预期,主要由于茶饮及果汁表现胜预期,利润增长基本符合预期。中金指出,受益原材料价格下行利润率持续提升,农夫山泉利润表现略好于收入。

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