为什么饮料越卖越好,饮企在资本眼里却是“新瓶旧酒”?

港股研究社
Feb 13

2026年开年,热播剧《夜色正浓》贡献了最扎心的年度热词“牛马鸡”。刚卖身,就卖命,却让观众共情了。因为这种“疲惫感”,几乎是这届打工人的集体共识。而这份共识,让以“牛马”自喻的打工人,实打实地喝出了两个IPO。2025年6月,IF椰子水母公司IFBH登陆港交所;2026年2月,东鹏饮料以“功能饮料A+H第一股”的身份鸣锣。一边是“健康轻盈”之风席卷白领办公桌,另一边是高性价比蓝领“续命水”横扫...

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