异动解读 | 圣贝拉股价盘中大涨5.04%,高端月子中心业务前景获投资者青睐

异动解读
Jun 30, 2025

周一盘中,高端月子中心品牌圣贝拉(02508)股价大涨5.04%,引发市场关注。该公司近期在港交所成功上市,其高端定位和扩张战略似乎获得了投资者的认可。

圣贝拉于6月26日在港交所挂牌上市,上市首日股价就大涨33.74%,显示出强劲的市场需求。作为亚洲及中国最大的产后护理集团,圣贝拉目前在中国内地拥有96家月子中心,包括62家自营中心和34家管理中心。公司的高端定位吸引了众多明星客户,其最贵的"女王套餐"价格高达116.88万元。

尽管圣贝拉近年来持续亏损,但其营收呈现增长态势。2024年公司实现营收7.99亿元,同比增长42.68%。此外,圣贝拉还计划拓展海外市场,包括进军纽约、巴黎、伦敦等拥有大量华人群体的国际重点城市。这些扩张计划可能是推动股价上涨的因素之一。然而,投资者也应当注意到,人口结构变化和新生儿减少等因素可能会对公司的长期发展构成挑战。

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