国盛证券此前指，农夫山泉通过长期品宣铸就品牌壁垒，消费者高度信任，龙头地位稳固。包装水方面，虽然受到舆论影响短期承压，但长期有望恢复正常增长。国金证券近期表示，展望后续，该行认为红水具备天然水占位优势，且公司在水源地、渠道、品牌等方面形成较强壁垒，低基数下有望企稳修复。Nongfu Spring (09633) rose more than 5%. As of press release, it rose 5.69% to HK$32.4, with a turnover of HK$0.225 billion.
The Zhitong Finance App learned that Nongfu Spring (09633) rose by more than 5%. As of press release, it had risen 5.69% to HK$32.4, with a turnover of HK$0.225 billion.
According to the news, recently, while attending the event, Zhong Yuyi, founder of Nongfu Spring, discussed topics such as not recommending drinking “green bottles” of pure water for a long time. According to a third-party data platform, the official flagship store of Nongfu Spring began broadcasting at 9 a.m. on November 20 and ended at 24 o'clock. The live broadcast lasted nearly 15 hours. The total number of viewers that day exceeded 0.04 million, a triple compared with the number of daily viewers in the past week.
Guosheng Securities previously stated that Nongfu Spring has created a brand barrier through long-term product promotion. Consumers are highly trusted, and its leading position is stable. In terms of packaged water, although it is under pressure in the short term due to public opinion, it is expected that normal growth will resume in the long term. Guojin Securities recently stated that looking ahead, the bank believes that red water has an advantage in natural water, and that the company has formed strong barriers in terms of water sources, channels, brands, etc., and is expected to recover steadily under a low base.
