港股详情

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海天味业

33.400

-1.200-3.47%

成交量：173.49万

成交额：5,828.40万

市值：1,954.57亿

市盈率：29.30

高：34.300

开：34.300

低：33.220

收：34.600

52周最高：37.299

52周最低：29.800

股本：58.52亿

香港流通股本：2.91亿

量比：0.63

换手率：0.60%

股息：0.63

股息率：1.88%

每股收益(LYR):1.140

净资产收益率：19.61%

总资产收益率：11.30%

市净率：4.37

市盈率(LYR):29.30

市销率: 6.14

数据加载中...

总览公司新闻资讯公告

财报前瞻｜海天味业本季度营收预计增3.65%，机构观点偏乐观

智通港股解盘 | 能源危机下储能再度爆发马斯克概念引发资金追捧

智通决策参考︱关注外资动向化工类或持续紧缺带来涨价预期

《大行》高盛：内地必需品春节需求超预期关注成本波动偏好调味品预制菜板块如海天(03288.HK)安井(02648.HK)等

阿斯达克财经

每日卖空追踪 | 海天味业 03月11日卖空量成交5.66万股，卖空比例为6.06%

海天酱油鲜酿记：AI识别“豆脸” 5G“护航”风味

21世纪经济报道

每日卖空追踪 | 海天味业 03月06日卖空量成交18.74万股，卖空比例为5.28%

食品饮料行业：2026年政府工作报告点评-政策持续深入提振消费，关注食饮布局机会

千亿酱油市场，为什么突然挤进一群“外行”

第一食品资讯

海天味业（603288）披露截至二零二六年二月二十八日止月份之股份发行人的证券变动月报表，3月5日股价上涨1.35%

【券商聚焦】海通国际：中国必选消费行业春播正当时关注两条主线

海天味业03月03日获主力加仓555.4万元

研报掘金丨国泰海通：维持海天味业“增持”评级，顺势而为有望实现“量价齐升”

每日卖空追踪 | 海天味业 03月02日卖空量成交4.48万股，卖空比例为1.34%

消费核心资产的二次进化︱重阳来信2026年3月

海天味业盘中异动早盘急速下跌3.02%报32.760港元

调味品企业跨界，是主动破圈还是被动续命？

海天味业零添加红线将至，智慧赋能、高分红能否稳住长期价值

季度业绩前瞻 | 海天味业：预测全年营业收入303.91~311.82亿元

每日卖空追踪 | 海天味业 02月27日卖空量成交9.16万股，卖空比例为5.61%

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月国内必选消费品价格呈现回升趋势。受益成本改善与餐饮复苏，必需品需求超预期，餐饮回暖直接利好调味品龙头。油价暴涨已经触发美国汽油价格的大幅上升，近期美联储减息无望。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1414088.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03288","513600","MCHmain","02833","BK1594","BK1154","HHImain","HK0000252160.HKD","BK1513","LU0214875030.USD","LU0531970944.HKD","LU0449509016.USD","BK1237","BK1546","BK1205","LU0054450605.USD","LU0254981946.USD","HK0000252152.HKD","HSImain","603288","HK0000500386.USD","LU0823040885.USD","BK1526","LU0449515922.USD","BK1558"],"gpt_icon":0},{"id":"2618043649","title":"《大行》高盛：内地必需品春节需求超预期  关注成本波动 偏好调味品预制菜板块如海天(03288.HK)安井(02648.HK)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2618043649","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618043649?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 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| 海天味业 03月11日卖空量成交5.66万股，卖空比例为6.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618991974","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618991974?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217834,"startTime":"0","endTime":"0","summary":"海天味业北京时间03月11日，跌0.12%，卖空量成交5.66万股，较上一交易日减少59.02%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163456a460b77c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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03月06日卖空量成交18.74万股，卖空比例为5.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617141659","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617141659?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 16:30","pubTimestamp":1772785833,"startTime":"0","endTime":"0","summary":"海天味业北京时间03月06日，涨1.54%，卖空量成交18.74万股，较上一交易日减少50.76%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306163447a6aa3ecf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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10:28","pubTimestamp":1772591329,"startTime":"0","endTime":"0","summary":"金吾财讯|海通国际发布研报指，中国必选消费行业2月数据呈现结构性改善，5个子行业保持正增长，7个子行业增速环比提升。核心驱动因素包括春节假期效应及居民出行需求释放，餐饮及供应链产品恢复显著。价格方面，高端白酒批价环比回升，液态奶与调味品折扣收窄，但方便食品折扣加大。成本端显示，6类消费品现货成本指数普遍下跌，期货成本指数多数上涨。风险提示房地产复苏缓慢及外贸冲突加剧可能影响行业表现。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304103630a4491ed1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:15","pubTimestamp":1772525734,"startTime":"0","endTime":"0","summary":"03月03日, 海天味业股价涨0.18%，报收33.50元，成交金额1.5亿元，换手率1.55%，振幅5.68%，量比1.66。海天味业今日主力资金净流入555.4万元，上一交易日主力净流入846.7万元。该股近5个交易日下跌4.35%，主力资金累计净流出3778.0万元；近20日主力资金累计净流入4639.4万元，其中净流入天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303161741a69c9791&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:03","pubTimestamp":1772524980,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜国泰海通证券研报指出，海天味业全面反思全面改革，2024年起回归正轨。引领“餐饮解决方案”及“复调”商业模式变革并举，保障长期超额收益。新一轮提价潮渐行渐近，顺势而为有望实现“量价齐升”。认为新的一轮涨价渐行渐近。如果海天能够选择在渠道库存相对较低且市场需求相对较好的时间点进行提价，那么提价有望带来报表端的“量价齐升”、“利润增厚”。参考恒顺醋业、金龙鱼及天味食品给予公司2026 年32.5X PE，下调目标价至43.88元（前值为46.04元）。维持“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303170710a69cd2be&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1772440237,"startTime":"0","endTime":"0","summary":"海天味业北京时间03月02日，跌1.01%，卖空量成交4.48万股，较上一交易日减少76.31%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163533a730c886&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:31","pubTimestamp":1772436666,"startTime":"0","endTime":"0","summary":"在这跑马圈地的十年，茅台、格力作为传统消费的代表，分别录得30多倍、20多倍的股价涨幅。（二）但若以此断言传统消费已成昨日黄花，或许会错失核心资产的二次进化。2022年在零添加舆情事件叠加高库存的压力下，渠道信心受损，公司迎来上市以来首次下滑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302153551a7307f8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:18","pubTimestamp":1772421517,"startTime":"0","endTime":"0","summary":"2026年03月02日早盘11时18分，海天味业股票出现异动，股价急速下跌3.02%。截至发稿，该股报32.760港元/股，成交量54.8688万股，换手率0.19%，振幅3.97%。资金方面，该股资金流入563.337万港元，流出1026.23万港元。海天味业股票所在的食品添加剂行业中，整体跌幅为0.70%。其相关个股中，常茂生物、阜丰集团、味丹国际涨幅较大，振幅较大的相关个股有海天味业、华宝国际、阜丰集团，振幅分别为3.91%、3.75%、3.44%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302111837a44031c6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:05","pubTimestamp":1772420706,"startTime":"0","endTime":"0","summary":"如果拉长时间线来看，调味品企业似乎对跨界这件事都有执念，跨领域、跨产品布局的例子已愈加频繁。调味品行业已发生过太多这样的分岔路口。这些跟调味品八竿子打不着的领域，都成了企业跨界的目的地。有些跨界，是被逼出来的对部分调味品企业而言，跨界是主业失速下的无奈选择。类似海天味业、中炬高新等，财务表现稳健的行业龙头来说，跨界更多是手握多张王牌的主动出击。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1772258293983948099","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["03288","BK1237"],"gpt_icon":0},{"id":"2616105428","title":"海天味业零添加红线将至，智慧赋能、高分红能否稳住长期价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2616105428","media":"财观潮头","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616105428?lang=zh_cn&edition=fundamental","pubTime":"2026-02-28 19:54","pubTimestamp":1772279696,"startTime":"0","endTime":"0","summary":"据2025年前三季度财报显示，海天味业以216.28亿元营收，同比增长6.02%、10.54%的归母净利润增速守住了行业龙头基本盘，但增速较此前双位数增长时代已明显放缓。2022年添加剂风波后，海天加速布局“零添加”赛道。表面上看，海天味业推出超高比例分红，既是回馈股东的体现，也是响应监管政策的理性选择。海天味业2025年前三季度，公司经营现金流净额31.48亿元，不及年内32.73亿元的累计分红规模，分红覆盖安全垫明显变薄。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022821342197a7740b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:31","pubTimestamp":1772191877,"startTime":"0","endTime":"0","summary":"1.海天味业全年业绩预期怎么样？截至2026年02月27日，根据朝阳永续季度业绩前瞻数据：预测营业收入303.91~311.82亿元；预测净利润77.32~78.21亿元。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。（注：本文内容基于朝阳永续AI技术生成，文中相关盈利预测数据均来自朝阳永续盈利预测数据库）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022719561397a750f2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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