异动解读｜农夫山泉盘中上涨3.12%，获美银证券列为中国饮料行业首选股

行情直击07-28 10:12

7月28日，农夫山泉盘中上涨3.12%，报41.6港元，成交额7708.37万港元。

消息面上，美银证券近日发布研报指出，尽管PET塑料价格同比仍上涨约20%且竞争加剧，但鉴于农夫山泉拥有稳健的营收增长前景及具韧性的利润率表现，仍将其列为中国饮料行业首选股。此外，中信建投此前亦维持公司"增持"评级，预计公司2026至2028年净利润分别同比增长16.59%、14.16%及13.07%。行业层面，含糖饮料销量承压但无糖茶品类加速崛起，公司茶饮料收益达215.96亿元，同比增长29.0%，已成为收入第一大品类，结构性红利持续释放。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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。

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