港股异动 | 华润饮料(02460)现涨超4% 贸易冲突背景下内需重获重视饮料业务有望保持高增速

智通财经2025-04-15

智通财经APP获悉，华润饮料(02460)现涨超4%，截至发稿，涨3.82%，报14.68港元，成交额5264.56万港元。国泰君安指出，全球贸易冲突加剧，市场风险偏好回落叠加内需预期提振，食品饮料板块配置价值凸显。该行指出，软饮料受益于高频、低价属性，销量增速引领食品饮料整体，包装水、能量饮料、运动饮料及无糖茶成长性延续；品类红利驱动下，龙头企业华润饮料等具备业绩韧性，考虑到市场风险偏好回落且更...

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港股异动 | 华润饮料(02460)现涨超4% 贸易冲突背景下内需重获重视 饮料业务有望保持高增速

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港股异动 | 华润饮料(02460)现涨超4% 贸易冲突背景下内需重获重视饮料业务有望保持高增速