10月20日—10月21日,东鹏饮料股价连续下跌且成交量显著放大。第一财经“壹评级”认为,东鹏饮料旺季动销未见明显改善,盈利增长动能面临考验,公司估值体系正经历重新定价,投资者应保持谨慎。 “壹评级”指出,2026年饮料旺季整体承压,电解质水赛道竞争加剧,东鹏饮料渠道反馈尚未体现终端动销实质性改善。果之茶等新品类虽然保持较快增长,但毛利率偏低,可能拖累整体产品结构。随着核心能量饮料增速放缓,...
Source Link10月20日—10月21日,东鹏饮料股价连续下跌且成交量显著放大。第一财经“壹评级”认为,东鹏饮料旺季动销未见明显改善,盈利增长动能面临考验,公司估值体系正经历重新定价,投资者应保持谨慎。 “壹评级”指出,2026年饮料旺季整体承压,电解质水赛道竞争加剧,东鹏饮料渠道反馈尚未体现终端动销实质性改善。果之茶等新品类虽然保持较快增长,但毛利率偏低,可能拖累整体产品结构。随着核心能量饮料增速放缓,...
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