Group 1 - The company announced the resignation of Mr. Zhang Weitong as Executive Director, Chairman of the Board, and Chairman of the Nomination Committee, with Mr. Gao Li appointed as the new Executive Director, Chairman, and Chairman of the Nomination Committee [1] - Mr. Gao Li has extensive experience in various sectors, having joined the China Resources Group in 2007 and worked in multiple subsidiaries, including China Resources Beverage and China Resources Power, with nearly 10 years at China Resources Beverage and serving as CFO from 2012 to 2020 [1] - The company emphasizes a multi-brand and multi-water type development strategy in its packaged water segment, focusing on brands like Yibao and Benyou, while also launching 14 new SKUs in the beverage segment in H1 2025, including tea, juice, and other drinks [1] Group 2 - Short-term performance is expected to be under pressure due to intensified competition in the packaged water and beverage industry, along with proactive channel reform efforts [2] - In the long term, water remains a necessity that can withstand economic cycles, and the company has a clear advantage from years of deep cultivation in the market, with revenue expected to return to growth [2] - The company anticipates an increase in profit margins due to a higher proportion of self-produced products and a decrease in outsourcing, with new management expected to lead the company back to a growth trajectory [2]
华润饮料(02460.HK)：管理焕新 未来可期