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4000亿天量资金看好,“酱油茅”股价意外破发
6月19日,"酱油一哥"海天味业(03288.HK)正式登陆港股。 上市首日,海天味业盘初一度上涨近5%,但随后股价回落跌破发行价。截至14时4分,海天味业港股微涨0.14%,A股则跌 3.73%。 4000亿天量资金抢筹 根据海天味业此前公布的配发结果,公司全球发售约2.79亿股H股,香港公开发售占19.81%,国际发售占80.19%。最终发售价为 每股36.30港元,全球发售净筹约100亿港元。其中,香港公开发售获918.15倍认购。 第三方数据平台显示,海天味业港股打新热度高涨,融资申购额超4000亿港元,近38万人公开认购,1手中签率仅有5%,创今 年港股IPO(首次公开募股)认购人数新高,热度超宁德时代(31.08万人)和恒瑞医药(20.38万人)。 散户的打新热情,也非常高涨。 "海天味业此次的招股价不算高,打新资金门槛较低,中签率较高,算是'肉签'。" 有香港券商人士表示,海天味业市值在2200亿人民币,这类巨头一般港股折价在10%左右,海天20%左右的折价,对于打新来说 已有较高的值博率。 有参与打新的内地私募人士表示,现在港股消费股行情较好,又有泡泡玛特效应加持,更烘托了气氛。 海天味业此次 ...
盘中破发!海天味业港股上市首秀遇冷,业绩仍不及四年前水平
Sou Hu Cai Jing· 2025-06-19 05:14
6月19日,调味品龙头企业海天味业(03288.HK)在港交所挂牌上市,开盘报37.5港元/股,较发行价 36.3港元/股涨3.3%。但随后股价回落跌破发行价,截至记者10:35发稿,报36.150港元/股,跌0.41%。 | 海天味业 | | | --- | --- | | HK3288 HK AH | | | 38.000 市值2111.0亿 量比 30.48 36.150 | | | 36.150 流通 100.87亿 换 -0.150 -0.41% # | 18.27% | | 37.500 市盈™ 30.17 额 | 19.24亿 | | 39.07 -2.88% H/A溢价率 -15.42% | 溢价分析 | | 异动解读:今日上市。海天味业港股今日上 ... ● × | | | 分时 日K 周K 月K 五日 更多▼ | | | 均价:37.746 最新:36.150 -0.150 -0.413% | | | 38.000 +4.68% 卖1 36.200 36.56万 | | | 买1 36.150 6.77万 | | | 日日 2日 36.300 - - | | | 500 | | | 10: ...
异动盘点0619|海天味业首挂涨超3%;黄金股集体下跌;脑再生科技跌超18%;虎牙涨超3%
贝塔投资智库· 2025-06-19 04:00
Core Viewpoint - The article highlights significant movements in the Hong Kong and US stock markets, focusing on various companies' performances and the impact of regulatory changes on specific sectors. Group 1: Hong Kong Stock Market Highlights - Haitian Flavoring (03288) debuted with over a 3% increase, raising HKD 10 billion and holding a 6.2% global market share in soy sauce, leading the Chinese seasoning market with a 4.8% share [1] - Stablecoin concept stocks surged, with Lianlian Digital up 11%, Yika up 9%, and Zhong An Online up 8%, driven by the implementation of Hong Kong's stablecoin regulations [1] - Hezhima Intelligent (02533) rose over 3% as it plans to acquire an AI chip company to expand its automotive and edge AI product lines [1] - Delin Holdings (01709) increased over 3% with an expected annual profit growth of 10%-30% (to HKD 110-130 million) and its subsidiary Synaptic Technology securing tens of millions in A-round financing [1] - Jingtai Technology (02228) saw over a 4% rise, producing its first clinical candidate drug, PRMT5 inhibitor PE-0260, with clinical trials set to start in the second half of 2025 [1] - Gold stocks collectively fell, with Lingbao Gold and Zhu Feng Gold both down 4%, affected by a pullback in spot gold prices [1] - Innovent Biologics (01801) rose over 4% after obtaining global rights for GlycoT's ADC technology, with positive outlooks for IBI363/343's international potential [1] - Longpan Technology (02465) increased over 6% due to policy support accelerating solid-state battery industrialization, with the Ministry of Industry and Information Technology allocating HKD 6 billion for special research [1] Group 2: Other Notable Movements - Simor International (06969) fell over 5% as shareholder Yiwei Lithium Energy announced a third reduction of 3.5% in its stake, dropping to 27% and losing control [2] - Fubo Group (03738) rose over 4% due to favorable policies for data asset REITs, with the company targeting annual AI business revenue in the million-dollar range [2] - Yadea Holdings (01585) increased over 4% with a projected 55% rise in H1 net profit to HKD 1.6 billion, driven by new national standards enhancing industry concentration [2] - Perfect Medical (01830) fell over 6% as medical beauty consumption shifted to Shenzhen and South Korea, with an expected 35% decline in annual profit [2] - Yunbai International (00030) surged over 15% after acquiring global distribution rights from its parent company Yunnan Baiyao, covering a full range of products including medicines and personal care [2] - Luk Fook Holdings (00590) dropped over 4% due to increased gold hedging losses from rising gold prices and high base effects from last year's acquisition of King of Gold [2] Group 3: US Stock Market Highlights - Brain Regen Technologies (RGC.US) fell over 18% after a 400% increase in the previous two days, as profit-taking occurred; the company focuses on liquid formulations for ADHD and autism [3] - Marvell Technology (MRVL.US) rose over 7% after announcing a collaboration to develop AI power solutions and launching a 2nm custom SRAM chip with leading bandwidth and energy efficiency [3] - Circle (CRCL.US) surged over 33% after the US Senate passed a stablecoin bill, boosting the stock's value by 410% since its listing [3] - The rare earth sector continued to rise, with MP Materials up 4.9% and USA Rare Earth up 5.58%, driven by policy support for strategic resource demand [3] - Wolfspeed (WOLF.US) fell over 30% amid reports of a potential bankruptcy agreement, despite the silicon carbide market projected to reach USD 29 billion by 2030 [3] - Odyssey Marine (OMEX.US) rose over 11% after Trump signed an executive order to expedite deep-sea mining permits, with a 93% increase year-to-date [3] - Huya (HUYA.US) increased over 3% as the "HYPER eSports Carnival" is set to open in Chengdu, boosting platform traffic and commercialization expectations [3] Group 4: Additional Notable Movements - AST SpaceMobile (ASTS.US) rose over 10%, with an 85% increase in June, partnering with Vodafone India to provide satellite connectivity to unconnected areas [4] - Arqit Quantum (ARQQ.US) surged over 22% after being selected for Oracle's defense ecosystem, highlighting the strategic value of quantum encryption technology [4] - Aptevo (APVO.US) skyrocketed over 81% due to a new leukemia drug showing an 85% response rate in frontline treatment [4] - Upstart (UPST.US) rose over 10% after Bank of America raised its target price to USD 56, maintaining a "hold" rating as the credit tech platform's valuation recovers [4] - Coinbase (COIN.US) increased over 16% as it plans to apply to the SEC for "tokenized stocks," opening new growth opportunities in traditional equity on-chain [5]
2190亿,今年消费行业最大IPO来了
3 6 Ke· 2025-06-19 03:46
6月19日,海天味业(03288.HK,以下简称为"海天")正式在港交所上市,此次H股发行以招股价范围 的上限36.3港元/股定价,预计融资将达到101亿港元。上市首日,开盘价较发行价微涨3.31%达37.5港 元/股,总市值为2190亿港元。 作为2025年迄今消费行业规模最大的港股IPO项目,同时也是同期整个市场仅次于宁德时代的第二大港 股IPO项目。海天味业的基石阵容堪称绝对豪华,共有8名基石投资者合共认购1.29亿股发售股份,包括 高瓴资本、新加坡政府投资公司GIC、瑞银资管、加拿大皇家银行、中信产业基金、红杉、博裕等主权 财富基金和全球顶级投资机构,认购金额近47亿港元,占比近50%。 豪华基石阵容的背后,必然是全球顶级投资机构对中国消费龙头企业的认可。 作为"中华老字号"企业之一,海天味业可追溯至清代中叶乾隆时期的"佛山古酱园",距今已有300余年 的历史。1955年,公私合营大背景下,来自佛山的25家古酱园合并重组,成立了"佛山市珠江酱油厂", 也就是海天味业的前身。2014年2月,海天味业在上交所挂牌上市,成为国内调味品行业首家上市公 司。 过去几年,随着进入调味品市场的企业增多,消费者需求的 ...
海天味业(03288.HK)上市首日破发,盘初一度涨近4%。
news flash· 2025-06-19 02:18
海天味业(03288.HK)上市首日破发,盘初一度涨近4%。 ...
海天味业暗盘收涨3.86%;视源股份递表港交所丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-06-18 23:47
Group 1 - Haitai Weiye's dark market closed up 3.86% on June 18, with a final price of HKD 37.7 and a total market capitalization of HKD 219.56 billion, indicating strong market recognition [1] - The listing of Haitai Weiye on the Hong Kong Stock Exchange is expected to provide significant capital support and enhance its international visibility and brand influence [1] Group 2 - Shiyuan Technology submitted its listing application to the Hong Kong Stock Exchange on June 17, holding a leading position in the interactive smart panel and LCD main control board sectors [2] - The company's projected revenues for 2022 to 2024 are HKD 20.99 billion, HKD 20 billion, and HKD 22.4 billion, with net profits of HKD 2.1 billion, HKD 1.4 billion, and HKD 1 billion respectively [2] - The listing is a significant step for Shiyuan Technology towards the international capital market, which will enhance its brand influence [2] Group 3 - Xie Ruilin expects a loss of no more than HKD 200 million for the fiscal year ending March 31, 2025, a significant reduction of over 46% compared to the previous year's loss of HKD 374 million [3] - The improvement in performance is attributed to the successful implementation of business transformation strategies and increased profit contributions from its franchise operations in mainland China [3] - This positive trend indicates the company's potential for future financial performance and market competitiveness [3] Group 4 - Zhou Li Fu, Sheng Bei La, and Ying Tong Holdings are simultaneously conducting an IPO in Hong Kong, with subscription ending on June 23 [4] - The offering prices are set at HKD 24, HKD 2.8-3.28, and HKD 6.58 respectively, with cornerstone investors participating and all companies having an over-allotment option [4] - Zhou Li Fu is expanding rapidly through a franchise model, while Ying Tong Holdings boasts a strong brand portfolio and sales network; Sheng Bei La focuses on high-end postpartum care with significant revenue growth but increasing losses [4]
海天味业(03288) - 最终发售价及配发结果公告
2025-06-18 14:56
香港交易及結算所有限公司、香港聯合交易所有限公司(「聯交所」)及香港中央結算有限公司 (「香港結算」)對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表 示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 本公告不會直接或間接於或向美國(包括美國的領土及屬地、美國任何州以及哥倫比亞特區)發 佈、刊發或派發。本公告並不構成亦不屬於在美國境內或於任何其他司法管轄區購買或認購發 售股份的任何要約或招攬的一部分。本公告所述發售股份並無亦不會根據《1933年美國證券法》 (經不時修訂)(「美國證券法」)或美國任何州或其他司法管轄區的證券法登記。發售股份不得 在美國境內提呈發售、出售、質押或以其他方式轉讓,惟獲豁免遵守美國證券法及《美國1940 年投資公司法》(「美國投資公司法」)登記規定及符合任何適用的州證券法則另作別論。發售股 份:(1)僅根據美國證券法第144A條或美國證券法或任何適用的州證券法的其他可用登記豁免 規定向合資格機構買家(定義見美國證券法第144A條)及合資格買家(定義見美國投資公司法第 2(a)(51)條)提呈發售及出售;及(2)於美國境外向非 ...
海天味业港股暗盘一度涨近10%
news flash· 2025-06-18 08:37
Group 1 - Haitai Flavor Industry's Hong Kong stock saw a significant increase, with a peak rise of nearly 10% in the dark market, currently up nearly 5% [1] - The company's offering price for each H-share was set at HKD 36.30 [1] - The stock's trading volume reached 5.5252 million shares, with a total transaction value of HKD 2.17 billion [1] Group 2 - The stock's highest price during trading was HKD 40.95, while the lowest was HKD 38.00, indicating a trading range of 8.13% [1] - The current market capitalization of Haitai Flavor Industry is approximately HKD 221.597 billion [1] - The price-to-earnings ratio (P/E) stands at 32.06, and the price-to-book ratio (P/B) is 6.58 [1]
海天味业(03288.HK)暗盘涨超6%,明日港交所上市。
news flash· 2025-06-18 08:31
海天味业(03288.HK)暗盘涨超6%,明日港交所上市。 ...
整理:每日港股市场要闻速递(6月18日 周三)
news flash· 2025-06-18 01:12
Group 1: Important News - Trump announced that drug tariffs are imminent [1] Group 2: Individual Stock News - JD.com (09618.HK) subsidiary Dada has completed privatization and will voluntarily delist [2] - Haitian Flavor Industry (03288.HK) set the offering price at HKD 36.30 per H-share [2] - Liu Qiangdong stated that JD.com (09618.HK) will apply for stablecoin licenses in major currency countries [2] - Yadea Holdings (01585.HK) issued a profit warning, expecting net profit for the first half to increase to no less than HKD 1.6 billion [2] - Youjia Innovation (02431.HK) announced it has secured exclusive designation for the SAIC Maxus intelligent cockpit DMS project [2] - Hopson Development Holdings (00754.HK) reported total contract sales of approximately HKD 6.033 billion in the first five months, a year-on-year decrease of 14.66% [2] - Yongyi International (01218.HK) issued a profit warning, expecting annual comprehensive loss to expand to no less than HKD 700 million year-on-year [2] - Wang Xing cashed out over HKD 600 million in four days, with Li Auto (02015.HK) responding that it is a personal action and does not involve Meituan's shareholding [2] - Rongchang Biopharma (09995.HK) announced that Taitasip has received orphan drug designation from the EU [2] - Chow Tai Fook (01929.HK) repurchased 122 million shares at a cost of HKD 1.57 billion through a private arrangement on June 17 [2]