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研报掘金丨方正证券:东鹏饮料海南再落一子,维持“推荐”评级

Research reports Prospecting丨Founder Securities: Dongpeng Beverage hainan makes another move, maintaining a 'recommended' rating

Gelonghui Finance ·  Nov 19 15:53  · Ratings

On November 19, Gelonhui | Fangzheng Securities research reports pointed out that based on Dongpeng Beverage's (605499.SH) global strategy, the company plans to establish a production base in Hainan with a total investment of 1.2 billion yuan. After the production base in Hainan is put into operation, the company is expected to more timely and effectively meet the sales demand in the future in Hainan and Southeast Asia, reduce long-distance logistics transportation costs, and further enhance the company's core competitiveness. Currently, the competition in the domestic energy drink market is advantageous, and Dongpeng Special Drink's high cost performance and strong channel strength have smoothly promoted its nationalization process. At the same time, the consumer base is expanding, and Bu Shuola has been recognized by consumers for its high quality-price ratio, with great growth potential. Maintain a "recommended" rating.

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