免责声明：本文内容仅供参考，所载信息及观点不构成任何投资建议，敬请读者审慎决策。 市场层面反应热烈，截至1月7日，红星冷链暂获券商借出19.2亿港元孖展，以公开发售集资额2852万港元计，超额认购66倍，足见投资者对其关注度。 值得关注的是，2022年至2024年公司累计宣派现金股息2亿元，占这三年净利润总和的八成以上，一边大手笔分红、一边启动上市募资，其募资合理性曾 引发市场讨论。 作为湖南冷链行业龙头企业，红星冷链成立于2006年，主营业务为冷冻食品仓储服务与冷冻食品门店租赁服务，通过"仓储+租赁"的综合模式连接冷冻食 品供应链中的批发商与零售商。截至2025年6月30日，公司在长沙拥有两大自营食品冻库基地，总可用库容超23万吨，往绩记录期间库容利用率超88%， 服务客户逾700家。 财务数据方面，红星冷链盈利表现稳健但增长面临一定压力，2022年至2024年，公司营业收入分别为2.37亿元、2.02亿元、2.34亿元，净利润分别为7911.2 万元、7531.2万元、8288万元，同期营收规模增长近乎平直，2025年上半年营收1.18亿元，较上年同期微增5.3%，净利润3968.3万元，同比小幅下滑 1 ...

红星冷链(01641)发布公告，于2026年2月10日，本公司利用其闲置资金认购交通银行某理财产品，认购 金额为人民币5000万元。 ...

智通财经APP讯，红星冷链(01641)发布公告，于2026年2月10日，本公司利用其闲置资金认购交通银行 某理财产品，认购金额为人民币5000万元。 ...

格隆汇2月10日丨红星冷链(01641.HK)公告，于2026年2月10日，公司利用其闲置资金认购交通银行某理 财产品，认购金额为人民币5000万元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因 倚賴該等內容而引致之任何損失承擔任何責任。 Hongxing Coldchain (Hunan) Co., Ltd. 紅星冷鏈（湖南）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：01641） 有關認購理財產品之須予披露交易 認購理財產品 董事會宣佈，於2026年2月10日，本公司利用其閒置資金認購交通銀行某理財 產品，認購金額為人民幣50百萬元。 上市規則涵義 由於認購事項的其中一項適用百分比率（根據上市規則第14.07條計算）超過5% 但整體百分比率均低於25%，故認購事項根據上市規則第14章構成一項本公 司之須予披露交易，並須遵守上市規則項下的通知及公告規定。 認購理財產品 董事會宣佈，於2026年2月10日，本公司利用其閒置資金認購交通銀行某理財 產品，認購金額為人民幣50百萬元。 – 1 – 認購事項的主要條款及條件概述如下： | 認購事項開始日期 | 2026年2月10日 | | --- | --- | | 訂約 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 紅星冷鏈（湖南）股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01641 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 24,566,464 | RMB | | 1 | RMB | | 24,566,464 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 24,566,464 | RMB | | 1 | RMB | | 24,566,464 | | 2. 股份分類 | 普通股 ...

Group 1 - The core viewpoint of the article highlights the volatility of Hongxing Cold Chain's stock on its debut, reflecting broader market sentiments and macroeconomic factors, while emphasizing the company's long-term value rooted in industry prospects and fundamentals [1] - The cold chain logistics industry is experiencing significant growth, with a projected market size of approximately 540 billion yuan in 2024 and a compound annual growth rate of 9.59% over the past five years, driven by policy support and increasing demand [2][3] - The demand for cold chain logistics is structurally surging, particularly in the fresh food sector, with the pre-prepared food market expected to reach 485 billion yuan in 2024, growing by 33.8% year-on-year [3][5] Group 2 - Hongxing Cold Chain is characterized by its solid fundamentals and unique business model, which includes a strong regional leadership position and a distinctive "front store, back warehouse" operational strategy that enhances customer stickiness and profitability [8][10] - The company holds a dominant market share of 54.7% in the cold storage rental market in Hunan province, supported by its strategic location and significant storage capacity [9][10] - The financial health of Hongxing Cold Chain is robust, with a consistent gross profit margin above 50% and a dividend payout ratio averaging 37.7%, significantly higher than the market average [12][13] Group 3 - The company plans to utilize 57.5% of its IPO proceeds for new facility construction and expansion, indicating a commitment to growth and enhancing its service offerings [13] - Hongxing Cold Chain is positioned to expand its market presence in central China, leveraging its parent company's established distribution network and customer resources [14] - The current valuation of Hongxing Cold Chain shows a significant discount compared to industry averages, with a PE-TTM of 11.59 and a PB of 0.85, suggesting potential investment opportunities [15][17]

紅星冷鏈（湖南）股份有限公司章程 2026年1月 第一條 為維護紅星冷鏈（湖南）股份有限公司（以下簡稱「公司」）、股東、職工和 債權人的合法權益，規範公司的組織和行為，根據《中華人民共和國公司法》（以下簡稱 「《公司法》」）、《中華人民共和國證券法》（以下簡稱「《證券法》」）、《中華人民共和國會 計法》《境內企業境外發行證券和上市管理試行辦法》《上市公司章程指引》《香港聯合交 易所有限公司證券上市規則》（以下簡稱「《香港上市規則》」）和其他有關規定，制訂本章 程。 第二條 公司系依照《公司法》和其他有關規定由湖南紅星冷凍食品有限公司整體 變更設立的股份有限公司。湖南紅星冷凍食品有限公司於2006年10月成立，公司於2019 年12月以發起方式設立，並在長沙市市場監督管理局註冊登記，取得統一社會信用代 碼為91430100794716317P的《營業執照》。 – 1 – | 第一章 | 總則 | 3 | | --- | --- | --- | | 第二章 | 經營宗旨和範圍 | 5 | | 第三章 | 股份 | 5 | | 第一節 | 股份發行 | 5 | | 第二節 | 股份增減和回購 | 10 | | 第三 ...

Core Viewpoint - Red Star Cold Chain (01641) has seen a significant stock price increase, attributed to favorable government policies and strategic plans for expansion in the cold chain logistics sector [1] Group 1: Stock Performance - The stock price of Red Star Cold Chain rose over 15% during trading, with a current increase of 10.21%, reaching HKD 9.5, with a trading volume of 8.4183 million HKD [1] Group 2: Government Policy Impact - The "14th Five-Year Plan" for cold chain logistics emphasizes the improvement of cold chain infrastructure and the establishment of a national cold chain network, benefiting regions like Hunan, which serves as a hub for frozen food trade and transportation [1] Group 3: Fundraising and Strategic Allocation - Approximately 57.5% of the funds raised from the IPO will be allocated to increasing production capacity to meet the growing market demand in the central region [1] - About 19.7% of the funds will be used for potential strategic acquisitions and partnerships, aiming to transform the company from a regional cold chain player to a comprehensive cold chain service provider in the central region [1] - Approximately 12.8% of the funds will be invested in smart upgrades to enhance operational efficiency and maintain high gross profit margins [1]

Core Viewpoint - Red Star Cold Chain (01641) has seen a significant stock price increase, attributed to favorable policies and strategic plans for expansion in the cold chain logistics sector [1] Group 1: Stock Performance - Red Star Cold Chain's stock rose over 15% during trading, currently up 10.21% at HKD 9.5, with a trading volume of 8.4183 million HKD [1] Group 2: Industry Context - The "14th Five-Year" cold chain logistics development plan emphasizes the improvement of cold chain infrastructure and the establishment of a national cold chain network, with Hunan Province positioned as a key hub for frozen food trade and transportation [1] Group 3: Company Strategy - Approximately 57.5% of the funds raised from the IPO will be allocated to increasing production capacity to meet the growing market demand in the central region [1] - About 19.7% of the funds will be used for potential strategic acquisitions and partnerships, aiming to transform the company from a regional cold chain player to a comprehensive cold chain service provider in the central region [1] - Roughly 12.8% of the funds will be invested in smart upgrades to enhance operational efficiency and maintain high gross profit margins [1]