异动解读 | 遇见小面盘中大跌5.12%,IPO首日破发后市场信心受挫

异动解读
Dec 08, 2025

今日盘中,中式面馆第一股"遇见小面"(02408.HK)股价大跌5.12%,延续了其上市首日破发后的疲软走势。

消息面上,该公司于12月5日在港交所挂牌上市,首日即暴跌27.84%,创下近期港股IPO最差表现。基石投资者包括高瓴资本、海底捞新加坡等机构,合计浮亏超4000万元人民币。

市场分析认为,投资者对遇见小面的商业模式和扩张策略存在担忧。一方面,公司被指过度依赖预制菜和标准化流程,可能影响产品口感和消费者体验;另一方面,其同店销售额连续下滑,客单价从2022年的36.2元降至2025年上半年的31.8元,显示"以价换量"策略效果有限。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10