娃哈哈激进价格战致怡宝份额下滑、业绩重挫

DoNews
Mar 02

一场持续近两年的瓶装水价格战自2024年初爆发,主战场集中于纯净水品类,直接推动市场价格重回1元时代。深耕该赛道三十余年的怡宝成为最大受损方,2025年上半年华润饮料营业收入同比下滑18.52%,归母净利润下降28.63%;包装水业务收入52.51亿元,同比减少约15.78亿元。娃哈哈在宗馥莉接棒后战略转向激进,借舆论红利迅速扩张:2024年8月招标覆盖超61万台冰柜维保及10万台新冰柜投放;...

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