基础赛道需求广阔，龙头水企稳定占优1）2023年包装饮用水市场规模2150 亿元，同增4.47%，占软饮市场23.65%；2018-2023 年市场规模CAGR 为7.10%，增速快于其他细分软饮市场。2）包装水市场必选属性强、满足基础需求、考验供应与渠道力，2023 年CR5零售额58.6%；纯净水市场同质化竞争更明显、供应链与成本管控要求更高，华润饮料以32.7%市占率成为龙头。饮用水盈利弹性...
Source Link基础赛道需求广阔，龙头水企稳定占优1）2023年包装饮用水市场规模2150 亿元，同增4.47%，占软饮市场23.65%；2018-2023 年市场规模CAGR 为7.10%，增速快于其他细分软饮市场。2）包装水市场必选属性强、满足基础需求、考验供应与渠道力，2023 年CR5零售额58.6%；纯净水市场同质化竞争更明显、供应链与成本管控要求更高，华润饮料以32.7%市占率成为龙头。饮用水盈利弹性...
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