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国内电解质水市场竞争格局:主要玩家的市占率
国内电解质水市场竞争格局:主要玩家的市占率
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所属报告:
东鹏饮料(9980.HK)-港股公司研究报告:国产能量饮料先行者再启新程-260319(37页).pdf
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fCDkvIHkuJrlkI3np7AgfCDluILlnLrku73pop0gfAp8Oi0tLS0tLS0tLXw6LS0tLS0tLS18CnwgU3VtaXRvbW8gfCA0MiUgfAp8IOWMl+S6rOmAmue+jiB8IDM2JSB8Cnwg5pel5pysSlggfCAxMyUgfAp8IOWFtuS7liB8IDklIHwKCioq6LWE5paZ5p2l5rqQ77yaKiog5YyX5Lqs6YCa576O5oub6IKh6K+05piO5Lmm77yM5Zu96IGU5rCR55Sf6K+B5Yi456CU56m25omA
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fCDlubTku70gfCDlu7rnrZHmtoLmlplDUjEw6ZSA5ZSu5pS25YWl77yI5Lq/5YWD77yJIHwg5bu6562R5raC5paZQ1IxMOW4guWNoOeOh++8iCXvvIkgfAp8IDotLS06IHwgOi0tLTogfCA6LS0tOiB8CnwgMjAyMCB8IOe6pjM0MCB8IOe6pjI1LjAgfAp8IDIwMjEgfCDnuqY0NDAgfCDnuqYzNC41IHwKfCAyMDIyIHwg57qmNDMwIHwg57qmMzYuMCB8CnwgMjAyMyB8IOe6pjQ0MCB8IOe6pjM4LjIgfAp8IDIwMjQgfCDnuqYzODYgfCDnuqYzNi41IHwKCioq6LWE5paZ5p2l5rqQKirvvJrmtoLnlYzvvIzlm73mipXor4HliLjor4HliLjnoJTnqbbmiYA=
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补水啦:势如破竹,助力第二曲线突破 行业层面:受益于功能化趋势的小而美赛道,蓝海市场,格局未定。电解质指人体内所含的钠/钾/钙/镁等矿物质,可帮助肌肉接收大脑信号、调节体液平衡;电解质水具备补充电解质及水分的功效,属于运动饮料的一种。1984 年健力宝首推加入碱性电解质的饮品,2003年日本品牌宝矿力进入国内,为电解质水市场的发展奠定基础。疫情期间消费者对于补充水分和电解质的需求激增,催化 2022 年电解质水行业快速增长。随着居民健康意识及日常 补充电解 质的认知逐步提升,电解质水的消费场景从运 动健身向户外游玩、学习、工作等多元场景拓展,有望进一步打开行业天花板。从竞争格局来看,半数以上品牌在 2022 年看准机遇、集中入局,已有品牌如外星人、宝矿力、佳得乐等也不断加码,共同推动行业扩容。据头豹研究院,2023 年外星人电解质水体量约 35 亿元,同比增速超 100%,目前处于行业领先地位。东鹏补水啦 2023 年上市首年报表收入达 3.9 亿,2024 年报表收入达 15.0亿,成长势头充足。目前行业正处于跑马圈地的成长前期,龙头品牌尚未形成绝对优势,未来有望诞生多个优质品牌、共享行业成长。
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东鹏饮料(9980.HK)-港股公司研究报告:国产能量饮料先行者再启新程-260319(37页).pdf
表现金流量
产销协同和规模效应为基数,公司已实现全成本领先
中国人均功能饮料消费量低于其他成熟市场
东鹏特饮价格差异化:主打高质价比
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