异动解读|溜溜梅盘中上涨6.87%,新股上市流通盘极小延续资金博弈

行情直击
Jun 18

6月18日,溜溜梅(06658.HK)盘中上涨6.87%,报140.0港元,成交额7913.12万港元。该股于6月15日以43.58港元发行价登陆港交所,上市首日即暴涨193.71%,此后持续走高。

消息面上,溜溜梅此次全球发售仅1146.41万股H股,扣除基石投资者锁定的约338.71万股后,实际流通股份仅约807.7万股,流通盘极度稀缺。公开发售阶段录得6586.73倍超额认购,大量未中签资金形成持续买入压力。此外,其股票英文简称"LLM"与大语言模型缩写相同,引发社交媒体关注与资金追捧。不过多位行业分析人士指出,公司基本面增速放缓——2025年营收同比仅增5.9%,毛利率从40.1%降至35.6%,当前估值已显著偏离基本面,不排除游资炒作因素。

溜溜梅是中国果类零食领军企业及梅产品领导者,2024年在中国果类零食行业零售额排名第一,市场份额达4.9%,旗下梅冻产品在中国天然果冻行业市场份额为45.7%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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