研報掘金丨方正證券:東鵬飲料海南再落一子,維持“推薦”評級
方正證券研報指出,基於東鵬飲料(605499.SH)戰略規劃,公司擬建設海南生產基地,項目總投資12億元。此次海南生產基地投產後,公司預計將更加及時、有效地滿足未來海南及東南亞區域的銷售需求,減少長距離的物流運輸成本,進一步提升公司的核心競爭力。當前國內能量飲料競爭格局較優,東鵬特飲高性價比&強渠道力使其全國化進程順利推進,同時消費羣體正在擴大,補水啦以高質價比得到消費者認可,增長潛力大。維持“推薦”評級。
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