研报掘金丨信达证券：维持东鹏饮料“买入”评级，二季度盈利能力改善明显

格隆汇资讯07-19

信达证券研报指出，从业绩预告来看，东鹏饮料(605499.SH)二季度盈利能力改善明显，认为收入高速增长下、规模效应摊薄费用投入。2024Q1在东鹏补水啦等新品的带动下，其他饮料收入同比+257%至3.77亿元，收入占比同比+6.6pct至10.8%，展望二季度，认为以补水啦为核心的其他饮料收入有望延续一季度高增的趋势。公司在广东省内持续深耕，而省外不断优化经销体系、完善业务团队，认为公司能量饮料...

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