事件:公司发布2025年半年度业绩预告,2025年上半年公司实现净利润预计较2024年同比下降20%至30%。费用投放加大,调整产品组合,业绩短期承压。公司业绩低于此前市场预期的核心原因主要系:1)公司基于中长期发展规划,2025年上半年策略性增加营销资源投入、调整产品组合、逐步推动渠道调整,对利润表现有阶段性影响。2)公司通过采取适当政策以保障终端市场稳定,实现非水饮料第二增长曲线推新和打造,并...
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