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大行評級|里昂:首予華潤飲料“跑贏大市”評級 看好未來兩年增長

里昂發表報吿,由於華潤飲料2023至2026財年盈利年複合增長預測較同業高,首予“跑贏大市”評級,目標價17.7港元,看好華潤飲料未來兩年增長,特別是利潤率。

報吿指,華潤飲料作為內地第二大包裝水供應商,應可受惠於瓶裝水消費的增長,並認為華潤飲料與其他飲料產品有潛在的協同效應。此外,該行預期公司提升產能以減少依賴外判生產的計劃,將有助擴大利潤。

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