7月4日，安井食品（02648.HK）在港交所上市首日盘中大跌5%，引发市场关注。作为中国速冻食品行业的龙头企业，安井食品此次香港IPO每股定价60港元，共发行约4000万股H股，募资净额约23亿港元。
分析人士指出，安井食品股价下跌可能与公司近期业绩增长放缓有关。公司2024年一季度营收同比下降4.13%，净利润下滑10%。此外，行业竞争加剧、食品安全问题以及渠道管理等挑战也给投资者带来担忧。有市场观点认为，作为传统消费股，安井食品可能不太受资本市场青睐。
值得注意的是，安井食品A股（603345.SH）自2024年10月以来股价持续下跌，截至7月3日收盘累计跌幅达19%。这或许也影响了投资者对其H股的信心。面对当前困境，安井食品未来如何应对行业挑战、改善业绩表现，将成为市场关注的焦点。
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