舒宝国际(02569)逆市涨超22%,盘中高见0.88港元创新高,较招股价0.51港元已涨超72%。截至发稿,涨18.06%,报0.85港元,成交额1975.96万港元。
公开资料显示,舒宝国际主要在中国从事个人一次性使用卫生用品开发、生产及销售,专注于欧亚大陆新兴市场的婴童护理类用品。根据弗若斯特沙利文报告,按2023年的出口额计,公司是中国出口俄罗斯的第二大婴童护理一次性使用卫生用品出口商,按2023年婴童护理一次性使用卫生用品出口额计,公司约估3.7%的市场份额。
从财务数据来看,婴童护理用品是舒宝国际的主打产品,在合同生产收入中,婴童护理用品销售约占公司2021财年至2023财年及2024财年前五个月报告期收入的比例分别为94.5%、98.8%、98.3%及87.6%。值得注意的是,近年来,俄罗斯市场成为舒宝国际快速增长的主力,2021-2023年,该地区收入占比分别为40%、50.4%和57.7%。
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