异动解读 | 统一企业中国盘中大跌6.82%,三季度增长放缓引发投资者担忧

异动解读
Nov 07, 2025

统一企业中国(00220)今日盘中股价大跌6.82%,截至发稿,该股报8.38港元。尽管公司近期公布的前三季度业绩表现亮眼,但三季度单季增速放缓似乎引发了投资者的担忧。

根据公司公告,统一企业中国今年前9个月税后利润约201.29亿元人民币,同比增长23.1%。然而,单看第三季度,净利润为7.3亿元,同比增长仅为8.4%,显示出增速有所放缓。华泰证券分析师会议披露,公司管理层表示2025年第三季度整体收入同比基本持平。其中,饮料业务收入同比下滑低个位数,主要受到外卖平台价格战及行业竞争等因素影响;而食品业务收入则实现了中低个位数的增长。

虽然公司第三季度毛利率同比提升,费用率同比下降,整体盈利能力保持稳中有升,但收入增长放缓可能引发了市场对公司未来增长前景的担忧。在当前经济环境下,投资者似乎对公司能否维持高速增长持谨慎态度,这可能是导致股价大幅下跌的主要原因。分析人士指出,未来需密切关注公司在竞争激烈的饮料市场中的表现,以及其应对外卖平台价格战的策略。

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