---
title: "《大行》花旗升農夫山泉目標價至 58.5 元 開啓 30 日正面催化劑觀察"
description: "花旗將農夫山泉目標價上調至 58.5 元，並預計 2025 年銷售額增長 22%，淨利潤增長 25%。該行認為包裝水和即飲茶飲品的銷售復甦強勁，維持「買入」評級，並開啓為期 30 日的正面催化劑觀察。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/272494939.md"
published_at: "2026-01-14T03:51:03.000Z"
---

# 《大行》花旗升農夫山泉目標價至 58.5 元 開啓 30 日正面催化劑觀察

> 花旗將農夫山泉目標價上調至 58.5 元，並預計 2025 年銷售額增長 22%，淨利潤增長 25%。該行認為包裝水和即飲茶飲品的銷售復甦強勁，維持「買入」評級，並開啓為期 30 日的正面催化劑觀察。

花旗發表報告表示，預期農夫山泉 (09633.HK) 2025 年全年銷售額將增長 22%，較管理層指引的「中十位數」高 7 個百分點，亦較市場預期高 4 個百分點，主要得益於包裝水業務的銷售復甦較預期強，以及即飲茶飲品在下半年銷售表現好過預期。同時預期 22025 年全年淨利潤按年增長 25%，較市場預期高 3 個百分點。

該行將農夫山泉 2025 年及 26 年淨利潤預測分別上調 4% 及 3%，目標價由 53.3 元上調至 58.5 元，並開啓為期 30 日的正面催化劑觀察，維持「買入」評級，將東鵬飲料 (605499.SH) 及農夫山泉並列為中國食品飲料板塊中首選。

### Related Stocks

- [09633.HK - 農夫山泉](https://longbridge.com/zh-HK/quote/09633.HK.md)

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