智通财经APP获悉，IFBH(06603)现跌超7%，低见19.3港元再创上市新低，较招股价27.8港元已跌超30%。截至发稿，跌7.35%，报19.42港元，成交额5306.67万港元。
公开资料显示，IFBH以椰子基饮料为核心，旗下主要拥有if和Innococo两大品牌。据灼识咨询报告，在中国内地市场，公司自2020年起在中国内地椰子水饮料市场连续五年蝉联榜首，2024年市场占有率约为34%，超越第二大竞争对手七倍以上。在香港市场，IFBH自2016年起连续九年蝉联第一，2024年市场占有率高达60%。在全球范围内，IFBH是2024年第二大椰子水饮料公司。
银河证券发布研报称，椰子水推新企业仍然较多，网红品牌占据核心展位、流量较高，而尾部企业较春糖有退出迹象。招商证券指出，椰子水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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