智通财经APP获悉,中信里昂发布研报称,与华东地区的一位食品饮料分销商进行了电话会议,其指出瓶装水产业的市场份额发生了显著变化。他认为华润饮料(02460)旗下“怡宝”和农夫山泉(09633)或将受益。他观察到农夫山泉无糖茶产品增长强劲,7月将进一步加速,尽管无糖茶的整体需求较去年减弱。在其他饮料公司中,他认为康师傅控股(00322)下半年的复苏将取决于其行销投入水平。同时,他指出液态奶的表现疲软...
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