周五早盘，椰子水品牌IFBH（06603.HK）股价出现大幅下跌，盘中一度暴跌14.98%，引发市场广泛关注。这一跌势与公司昨日发布的2025年中期业绩报告密切相关。
根据IFBH公布的财报，2025年上半年公司实现营收9446.4万美元，同比增长31.5%。然而，净利润却同比下滑4.8%至1497.6万美元，每股盈利6.7美仙。更值得注意的是，公司毛利率下降了4.7个百分点至33.7%，且公司决定不派发中期股息。这些数据显然未能满足投资者的期望，导致股价大幅下挫。
IFBH解释称，净利润下滑主要是由于上市相关的专业费用支出，而毛利率下降则归因于泰铢兑美元升值带来的不利汇率影响。尽管公司在中国内地市场表现强劲，收入占比超过92%且同比增长约30%，但这些积极因素似乎未能抵消投资者对公司盈利能力下降的担忧。分析人士指出，在收入大幅增长的情况下未能实现利润同步增长，加上不派息的决定，可能是引发投资者抛售的主要原因。
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