5月28日盘中,刚在港交所挂牌的吉宏股份(02603.HK)股价出现大幅下跌,跌幅达5.06%。这一走势引起了市场的关注,尤其是在该公司昨日港股首日交易中表现强劲之后。
值得注意的是,吉宏股份于5月27日在港交所正式挂牌上市,成为厦门首家实现"A+H"上市的企业。上市首日,该股收盘价报10.88港元,较发行价7.68港元大涨41.67%,显示出投资者的强烈兴趣。然而,这种热情似乎在次日出现了降温。
今日的股价下跌可能与A股互联网电商板块整体走低有关。市场消息显示,A股电商板块普遍下跌,其中吉宏股份A股(002803.SZ)跌幅接近6%,领跌板块。这种sector效应可能影响到了公司的港股表现。此外,在昨日强劲上涨后,部分投资者选择获利了结也可能是导致股价回落的原因之一。
作为背景,吉宏股份是一家跨境社交电商和纸制快消品包装解决方案提供商。根据公司最新财报,2025年第一季度实现营收14.77亿元人民币,同比增长11.55%;净利润5915.99万元,同比增长38.21%。尽管公司业绩增长,但当前市场情绪似乎更多地受到了行业整体走势的影响。投资者可能需要密切关注电商板块的后续表现,以及吉宏股份在港股市场的进一步动向。
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