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图22.国内天然水及纯净水占包装水多数份额(2023年)
图22.国内天然水及纯净水占包装水多数份额(2023年)
行业数据
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图片尺寸:1274*732
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华润饮料-港股公司研究报告-长坡厚雪再启新程-250225(28页).pdf
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行业数据
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fCDljY7mtqbppa7mlpkgfCDlqIPlk4jlk4ggfCDmma/nlLDnmb7lsoHlsbEgfCDlurfluIjlgoUgfCDlhbbku5YgfAp8LS0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tLS0tLXwtLS0tLS0tLXwtLS0tLS18CnwgMzIuNyUgICB8IDguOSUgICB8IDYuMSUgICAgICAgfCAyLjYlICAgfCA0NS45JXwKCui1hOaWmeadpea6kO+8muaLm+iCoeivtOaYjuS5pu+8jOeBvOivhuWSqOivou+8jOaWueato+ivgeWIuOeglOeptuaJgA==
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新品狙击竞争对手,从中撕出一些市场份额。1)舆论影响品牌陷入口碑和销量危机,为了弥补红瓶水掉量,避免市场份额的丢失,推出绿瓶水进行低价替代,让利走量。在农夫山泉深陷困境之时,娃哈哈趁势加快布局一二线城市线下渠道,如商超、小店以及餐饮渠道,铺产品、投冰柜,抢夺部分原本属于农夫山泉的市场,给予了农夫山泉不小的压力。据风口财经报道,12 瓶一件塑包产品,绿瓶纯净水给小超市 10 元/件的供货价,满 100 件赠 25 件;而红瓶天然水供货价为 12.5 元/件,满 100 件赠 12 件。折合计算,绿瓶纯净水每件合 8 元,合 0.67 元/瓶,而红瓶天然水每件合 11.16 元,合 0.93 元/瓶。2)矿泉水赛道占据首席,挤入纯净水赛道。2000 年,农夫山泉停产纯净水转产天然水,目的是换个新赛道抢占更多份额;而 2024 年再次推出新品纯净水,则是换个赛道开启价格战。农夫山泉想要以“一元水”为突破口,重新塑造品牌市场,针对纯净水降价,进一步加剧行业的竞争。
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华润饮料-港股公司研究报告-长坡厚雪再启新程-250225(28页).pdf
表9.业务拆分
表8.自产比例提升将会带动毛利率明显改善
表7.各包装水企业渠道建设情况对比(2023年)
表6.公司营业收入南部地区占比较高
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