港股异动 | IFBH(06603)跌超9%创新低 椰子水行业快速增长阶段竞争加剧

智通财经
7 hours ago

智通财经APP获悉,IFBH(06603)跌超9%,低见20.8港元创上市以来新低,较上市初期最高点已腰斩。截至发稿,跌9.23%,报20.86港元,成交额5216.29万港元。

消息面上,今年上半年,IFBH取得收益9446.4万美元,同比增加31.49%;母公司拥有人应占溢利1497.6万美元,同比减少4.82%;毛利率33.7%,同比下降4.7个百分点。招商证券指出,中国市场行业格局分散,IF份额领先,对比全球龙头Vita Coco来看,IF上游粘性更高,盈利能力更强,但对下游掌控力相对较弱。行业快速增长阶段竞争加剧,IF作为行业龙头,具备品牌=品类的先发优势,品质为先营销发力,现阶段虽受到竞争冲击但地位仍相对稳固,未来需提升渠道掌控力作为对长期成长性的支撑。

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