即饮咖啡市场发展
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研报掘金丨中泰证券:维持东鹏饮料“买入”评级,持续强化自身优势
Ge Long Hui A P P· 2026-01-26 08:44
Industry Overview - The Chinese coffee market is experiencing rapid growth, with ready-to-drink coffee emerging as a core driving force, significantly impacting the ready-to-drink coffee market [1] - The continuous expansion of the coffee industry is leading to differentiated competition between ready-to-drink coffee and freshly brewed coffee, with market positioning becoming more segmented, which is expected to drive the rapid development of the ready-to-drink coffee category [1] Company Focus - Dongpeng Beverage is identified as one of the top three brands in the ready-to-drink coffee industry, leveraging its channel advantages to gain insights into market trends [1] - The company aims to develop products that align with market demand and accurately target core consumer needs, thereby continuously strengthening its competitive advantages [1] - Dongpeng Beverage is recommended as a key investment opportunity, maintaining a "buy" rating [1]