海伟股份(09609)今日盘中大跌10.78%，引发市场关注。该股今日开盘价为13.5港元，低于其14.28港元的发行价，显示出市场对其上市后的表现持谨慎态度。
消息面上，海伟股份在暗盘交易中一度冲高大涨超90%，但随后回落，最终仅收涨2.66%。这种波动表明投资者对该股的热情有所减退，可能是导致今日股价大跌的主要原因之一。此外，公司2025年业绩出现下滑，收入由2024年同期的1.62亿元减少至1.57亿元，进一步加剧了市场担忧。
海伟股份是中国第二大电容器薄膜制造商，但其市场份额与竞争对手相近，且收入高度依赖单一产品线，增加了市场波动时的风险。公司关键原材料电工级聚丙烯需从海外进口，供应链易受地缘政治影响，这也是投资者担忧的因素之一。
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