农夫山泉：疫情下份额持续提升，彰显长期竞争力

同花顺金融研究...2021-02-05

原标题：农夫山泉：疫情下份额持续提升，彰显长期竞争力来源：同花顺金融研究中心中金公司2月5日发布对农夫山泉的研报，摘要如下：预测2020年账面盈利同比升6.7%我们预计公司全年收入同比降5.4%，对应2H20收入下降4.6%略低于预期，主要由于洪水、疫情对2H20包装水表现的影响超预期。我们预计全年账面盈利同比升6.7%至52.8亿元，剔除捐赠上市费用等一次性开支的经调整净利润同比降2.3%至...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Jasonwu2023
2021-02-09
Jasonwu2023
这意思现在可以卖了吗

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2109708518?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/9c73365999f228bdf66df7f52d79a4b4","is_english":false,"pubTime":"2021-02-05 16:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2109708518","market":"us","top_or_hot":-1,"title":"农夫山泉：疫情下份额持续提升，彰显长期竞争力","media":"同花顺金融研究...","content":"<div>\n<p>原标题：农夫山泉：疫情下份额持续提升，彰显长期竞争力 来源：同花顺金融研究中心 中金公司2月5日发布对农夫山泉的研报，摘要如下：预测2020年账面盈利同比升6.7%我们预计公司全年收入同比降5.4%，对应2H20收入下降4.6%略低于预期，主要由于洪水、疫情对2H20包装水表现的影响超预期。我们预计全年账面盈利同比升6.7%至52.8亿元，剔除捐赠上市费用等一次性开支的经调整净利润同比降2.3%至...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-02-05/doc-ikftssap4212033.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>农夫山泉：疫情下份额持续提升，彰显长期竞争力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n农夫山泉：疫情下份额持续提升，彰显长期竞争力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-05 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-02-05/doc-ikftssap4212033.shtml><strong>同花顺金融研究...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：农夫山泉：疫情下份额持续提升，彰显长期竞争力 来源：同花顺金融研究中心 中金公司2月5日发布对农夫山泉的研报，摘要如下：预测2020年账面盈利同比升6.7%我们预计公司全年收入同比降5.4%，对应2H20收入下降4.6%略低于预期，主要由于洪水、疫情对2H20包装水表现的影响超预期。我们预计全年账面盈利同比升6.7%至52.8亿元，剔除捐赠上市费用等一次性开支的经调整净利润同比降2.3%至...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-02-05/doc-ikftssap4212033.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09633","symbol_name":"农夫山泉","start_time":0,"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-02-05/doc-ikftssap4212033.shtml","article_id":"2109708518","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/9c73365999f228bdf66df7f52d79a4b4"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-02-05/doc-ikftssap4212033.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2109708518","pubTimestamp":1612512065,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"农夫山泉：疫情下份额持续提升，彰显长期竞争力 来源：同花顺金融研究中心 中金公司2月5日发布对农夫山泉的研报，摘要如下：预测2020年账面盈利同比升6.7%我们预计公司全年收入同比降5.4%，对应2H20收入下降4.6%略低于预期，主要由于洪水、疫情对2H20包装水表现的影响超预期。估值与建议公司交易在95/82倍2021/22年P/E。维持目标价59港币不变，对应78倍2022年P/E，维持跑赢行业评级。风险原材料价格大幅上行;竞争加剧;疫情影响超过预期。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"09633":"农夫山泉"},"translate_title":"Nongfu Spring: The share under the epidemic continues to increase, demonstrating long-term competitiveness","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09633":1},"content_text":"原标题：农夫山泉：疫情下份额持续提升，彰显长期竞争力 来源：同花顺金融研究中心 中金公司2月5日发布对农夫山泉的研报，摘要如下：预测2020年账面盈利同比升6.7%我们预计公司全年收入同比降5.4%，对应2H20收入下降4.6%略低于预期，主要由于洪水、疫情对2H20包装水表现的影响超预期。我们预计全年账面盈利同比升6.7%至52.8亿元，剔除捐赠上市费用等一次性开支的经调整净利润同比降2.3%至53.5亿元，主要由于人民币升值带来的汇兑损失,若剔除汇兑影响，我们预计全年核心盈利同比增1%至55.3亿元，略高于此前预期。估值与建议公司交易在95/82倍2021/22年P/E。考虑汇兑损失，我们下调2020年盈利预测1.7%至52.8亿元，剔除汇兑和上市开支的核心盈利较此前上调1.5%至55.3亿元，主因成本利好超预期，基本维持2021年盈利预测不变并引入2022年盈利预测75.1亿元。维持目标价59港币不变，对应78倍2022年P/E，维持跑赢行业评级。风险原材料价格大幅上行;竞争加剧;疫情影响超过预期。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":383640096,"gmtCreate":1612876730715,"gmtModify":1703766155391,"author":{"id":"3495941290920521","authorId":"3495941290920521","name":"Jasonwu2023","avatar":"https://static.tigerbbs.com/9871a669f48d2e65d06a42be74285439","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":8,"crmLevelSwitch":0,"idStr":"3495941290920521","authorIdStr":"3495941290920521"},"htmlText":"这意思现在可以卖了吗","listText":"这意思现在可以卖了吗","text":"这意思现在可以卖了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383640096","repostId":2109708518,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2109708518"}