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东鹏饮料上市破发:公司市值超1380亿港元,林木勤之子林煜鹏去年套现20亿
3 6 Ke· 2026-02-03 03:28
东鹏饮料(集团)股份有限公司(简称:"东鹏饮料",股票代码:"09980")今日在港交所上市。 东鹏饮料基石投资者一共认购6.4亿美元(约49.9亿港元),分别为Al-Rayyan、太白投资有限公司、True Light Investments、BlackRock基金、UBS Asset Management、Huang River Investment、红杉旗下HSG Growth VII Holdco、JPMorgan Asset Management、博裕资本旗下Azure Skylines、泰康人寿保险有限 责任公司、Pacific Century Pines Investments 1、FMR参与基金、Velmar Company、保银资产管理有限公司、Amazing Mountain、Great China Motivation Fund Phase II。 东鹏饮料此次发行价为248港元,发行4089万股,募资总额为101亿港元,扣除发行应付上市费用1.46亿港元,募资净额为99.94亿港元。 | | | | | | 假設超額配股權未獲行使 假設超額配股權獲悉數行使 | | | | --- | ...
市值1390亿!刚刚,汕尾首富与歌手韩红在港交所敲钟,亚洲消费饮料行业最大规模IPO诞生!
Sou Hu Cai Jing· 2026-02-03 03:20
2026年以来,A股上市企业赴港上市热情持续高涨。继豪威集团、兆易创新之后,今日,港股市场迎来今年以来第三家"A+H"上市企业。 市值1390亿港元,东鹏饮料今日在港交所上市 成亚洲消费饮料行业最大规模IPO 本次上市,东鹏饮料全球发售4088.99万股股份,发售价每股248.0港元,募资总额约为101.41亿港元,募资净额约为99.94亿港元。 上市首日,东鹏饮料的开盘价为248.0港元/股,与发行价持平,一度报246.8港元/股,截至10点30分,报247.8港元/股,总市值1390亿港元。 东鹏饮料创始人林木勤和"东鹏大咖"首位代言人、著名歌手韩红一起敲锣 值得注意的是,东鹏饮料已于2021年5月27日在A股上交所上市。近年来凭借强劲增长潜力,公司获得投资者持续追捧,其A股目前市值1426亿元人民币。 此次东鹏在港股上市创下2020年迄今亚洲规模最大的消费饮料行业IPO,也标志着东鹏从A股走向港股的双重资本布局。 豪华基石参投 卡塔尔投资局、淡马锡、腾讯、李泽楷都来了 此次在港交所上市,东鹏饮料引入了16名基石投资者,其中包括李宁持股超过四成的Great China Motivation Fund Ph ...
刚刚,东鹏饮料在港交所上市!
Sou Hu Cai Jing· 2026-02-03 03:08
Core Viewpoint - Dongpeng Beverage has successfully completed its IPO on the Hong Kong Stock Exchange, marking it as the largest IPO in the Asian beverage sector in recent years, with a market capitalization exceeding HKD 139 billion, indicating strong market recognition of its strategic shift and penetration into lower-tier markets [3][11]. Group 1: Company Strategy and Market Position - Dongpeng Beverage transitioned from being perceived as a copycat of Red Bull to a market leader by targeting the underserved lower-tier market, particularly focusing on truck drivers and manufacturing workers who require energy drinks but are deterred by higher prices [4][5]. - The company has seen significant revenue growth, with projections indicating an increase from CNY 28 billion in 2017 to CNY 158 billion by 2024, alongside a net profit of CNY 33 billion and a gross margin exceeding 70% [5][6]. - Dongpeng's product strategy has evolved from relying on a single product to a multi-category approach, introducing six new product lines alongside its flagship Dongpeng Special Drink, which is crucial for sustaining long-term capital value [6][7]. Group 2: Financial Performance and Projections - The company anticipates entering the "200 billion club" in 2025, with projected revenues between CNY 207.6 billion and CNY 211.2 billion, reflecting a year-on-year growth of 31.07% to 33.34%, and a net profit forecast of CNY 43.4 billion to CNY 45.9 billion, marking a growth of 30.46% to 37.97% [8][10]. - Dongpeng's new product "Dongpeng Supplement" has quickly become the leading brand in China's electrolyte drink market, achieving sales of CNY 14.93 billion in the first half of 2025, which is equivalent to its total sales for 2024 [6][8]. Group 3: Market Dynamics and Competitive Landscape - The IPO comes at a pivotal moment for the Chinese functional beverage industry, which is undergoing a transformation towards health and scene-based consumption, necessitating both Dongpeng and Red Bull to adapt to these changes [11][12]. - Dongpeng's dual listing strategy aims to leverage both A-share and H-share markets to enhance capital operations, allowing for resource synergy and risk hedging, which is expected to facilitate its expansion into international markets [9][10]. - The competitive landscape is intensifying, with Dongpeng facing pressures from both international brands and local competitors, necessitating a focus on innovation and product diversification to maintain its market position [12].
东鹏饮料上市破发:公司市值超1380亿港元 林木勤之子林煜鹏去年套现20亿
Xin Lang Cai Jing· 2026-02-03 01:43
雷递网 雷建平 2月3日 东鹏饮料(集团)股份有限公司(简称:"东鹏饮料",股票代码:"09980")今日在港交所上市。 东鹏饮料此次发行价为248港元,发行4089万股,募资总额为101亿港元,扣除发行应付上市费用1.46亿 港元,募资净额为99.94亿港元。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 来源:雷递 东鹏饮料基石投资者一共认购6.4亿美元(约49.9亿港元),分别为Al-Rayyan、太白投资有限公司、 True Light Investments、BlackRock基金、UBS Asset Management、Huang River Investment、红杉旗下 HSG Growth VII Holdco、JPMorgan Asset Management、博裕资本旗下Azure Skylines、泰康人寿保险有 限责任公司、Pacific Century Pines Investments 1、FMR参与基金、Velmar Company、保银资产管理有限 公司、Amazing Mountain、Great China Motivation Fund P ...
新股首日 | 东鹏饮料首挂上市 早盘平开 公司在中国功能饮料市场连续四年排名第一
智通财经网· 2026-02-03 01:30
智通财经APP获悉,东鹏饮料(09980)首挂上市,公告显示,每股定价248港元,共发行4088.99万股份, 每手100股,所得款项净额约99.94亿港元。截至发稿,无涨跌,报248港元,成交额4.2亿港元。 公司已建立起覆盖全国的立体化销售网络,截至2025年9月30日,覆盖全国超过430万家终端销售网点, 实现中国近100%地级市覆盖。公司的销售团队与经销伙伴紧密合作,持续提升产品铺市率和优化产品 陈列以增加可见度及渗透率。公司持续拓展全渠道销售网络,满足消费者在多样化场景下的日常消费需 求。 公开资料显示,东鹏饮料是中国第一的功能饮料企业,收入增速在全球前20大上市软饮企业中位列第 一。根据弗若斯特沙利文报告,按销量计,公司在中国功能饮料市场自2021年起连续4年排名第一,市 场份额从2021年的15.0%增长到2024年的26.3%。按零售额计,公司是2024年第二大功能饮料公司,市 场份额为23%。 ...
新股首日 | 东鹏饮料(09980)首挂上市 早盘平开 公司在中国功能饮料市场连续四年排名第一
智通财经网· 2026-02-03 01:28
智通财经APP获悉,东鹏饮料(09980)首挂上市,公告显示,每股定价248港元,共发行4088.99万股份, 每手100股,所得款项净额约99.94亿港元。截至发稿,无涨跌,报248港元,成交额4.2亿港元。 公司已建立起覆盖全国的立体化销售网络,截至2025年9月30日,覆盖全国超过430万家终端销售网点, 实现中国近100%地级市覆盖。公司的销售团队与经销伙伴紧密合作,持续提升产品铺市率和优化产品 陈列以增加可见度及渗透率。公司持续拓展全渠道销售网络,满足消费者在多样化场景下的日常消费需 求。 公开资料显示,东鹏饮料是中国第一的功能饮料企业,收入增速在全球前20大上市软饮企业中位列第 一。根据弗若斯特沙利文报告,按销量计,公司在中国功能饮料市场自2021年起连续4年排名第一,市 场份额从2021年的15.0%增长到2024年的26.3%。按零售额计,公司是2024年第二大功能饮料公司,市 场份额为23%。 ...
全球资本加持下,东鹏饮料港股上市解锁“A+H”双资本布局新征程
Sou Hu Cai Jing· 2026-02-03 01:07
Core Viewpoint - Dongpeng Beverage is set to launch its IPO on the Hong Kong Stock Exchange in February 2026, aiming to become the first dual-listed functional beverage company in China with both A and H shares. This IPO is the largest issuance in the Asian beverage sector since 2020, with a base offering of 40,889,900 shares, where 10% is allocated for public sale in Hong Kong and 90% for international investors, with a maximum price of 248 HKD per share [1][4]. Group 1: IPO Details - The IPO is expected to attract significant interest from global cornerstone investors, positioning Dongpeng Beverage as a potential standout in the Hong Kong food and beverage sector following Nongfu Spring [4]. - The company plans to utilize the funds raised from the IPO for capacity and supply chain upgrades, brand development, national expansion, and overseas market penetration, enhancing its global footprint [15]. Group 2: Business Strategy and Growth - Dongpeng Beverage's growth is supported by a "1+6" multi-category strategy, which includes a strong core product and a diverse range of new offerings, establishing a healthy ecosystem for sustainable growth [5]. - Dongpeng Special Drink has maintained its position as the leading energy drink in China, achieving the highest sales volume and revenue in 2025, further solidifying its market dominance [5][8]. - The company has seen significant revenue growth from its new product, Dongpeng Water, which became the top electrolyte drink brand in China within two years of its launch, with a revenue increase of 134.78% year-on-year in the first three quarters of 2025 [8]. Group 3: Operational and Competitive Advantages - Dongpeng Beverage has established a robust production network with 14 production bases across various regions, enhancing supply chain efficiency and product freshness [9]. - The company has achieved 100% coverage in all prefecture-level cities in China, with over 3,200 distributors and more than 4.3 million active sales points, creating a strong channel advantage [9]. - The integration of digital capabilities has optimized the operational efficiency of its extensive distribution network, ensuring effective management from raw material procurement to consumer end [9][10]. Group 4: Brand and Market Positioning - The company has successfully engaged in scenario-based marketing, associating its products with sports and esports events, which has enhanced brand recognition and market influence [10]. - Dongpeng Beverage has been recognized in the BrandZ Top 100 Chinese Brands for four consecutive years, reflecting its growing brand value and market presence [10]. - The anticipated revenue for 2025 is projected to be between 20.76 billion and 21.12 billion CNY, with a net profit of 4.34 billion to 4.59 billion CNY, indicating a growth of over 30% year-on-year [10]. Group 5: Capital and Global Expansion - The IPO has garnered strong support from 15 leading global institutions, raising over 600 million USD, which includes significant investments from sovereign wealth funds and international long-term funds [11]. - The funds raised will facilitate Dongpeng Beverage's entry into over 30 countries and regions, with established subsidiaries in Indonesia, Vietnam, and Malaysia, supporting its global market competition [15]. - The dual listing strategy is seen as a pivotal step for Dongpeng Beverage to enhance its competitive edge and expand its influence in the global functional beverage market [16].
东鹏饮料(09980) - 最终发售价及配发结果公告
2026-02-02 14:57
EASTROC BEVERAGE (GROUP) CO., LTD. ╱ 東鵬飲料(集團)股份有限公司 最終發售價及配發結果公告 除非本公告另有界定者,否則本公告所用詞彙與東鵬飲料(集團)股份有限公 司(「本公司」)於2026年1月26日刊發的招股章程(「招股章程」)所界定者具有相 同涵義。 警告:鑑於股權高度集中於少數股東,即使少量H股成交,H股價格亦可能 大幅波動,股東及有意投資者於買賣H股時務請審慎行事。 概要 | 公司資料 | | | --- | --- | | 股份代號 | 09980 | | 股份簡稱 | 東鵬飲料 | | 開始買賣日 | 2026年2月3日* | | 價格資料 | | | --- | --- | | 最終發售價 | 248.00港元 | | 最高發售價 | 248.00港元 | | 發售股份及股本 | | | --- | --- | | 發售股份數目(於超額配股權獲行使前) | 40,889,900 | | 香港公開發售的最終發售股份數目 | 4,089,000 | | 國際發售的最終發售股份數目(不包括員工優先 發售項下的員工保留股份) | 36,130,300 | | 員工優 ...
东鹏饮料(09980) - 董事名单与其角色和职能
2026-02-01 22:33
EASTROC BEVERAGE (GROUP) CO., LTD. 東鵬飲料(集團)股份有限公司 下表提供各董事在董事委員會中所擔任的職位資料。 | 董事 | 董事委員會 | | | | | --- | --- | --- | --- | --- | | | 審計委員會 | 薪酬與考核 委員會 | 提名委員會 | 戰略與 可持續發展 委員會 | | 林木勤先生 | | M | M | C | | 林木港先生 | | | | M | | 盧義富先生 | | | | M | | 蔣薇薇女士 | | | | M | | 張磊先生 | | | | | (於中華人民共和國註冊成立的股份有限公司) (股份代號:09980) 董事名單與其角色和職能 東鵬飲料(集團)股份有限公司董事(「董事」)會(「董事會」)成員載列如下: 執行董事 林木勤先生 林木港先生 盧義富先生 蔣薇薇女士 張磊先生 林戴吉先生 獨立非執行董事 趙亞利女士 游曉女士 李洪斌先生 戴國良先生 – 1 – | | | | 董事委員會 | | | --- | --- | --- | --- | --- | | 董事 | 審計委員會 | 薪酬與考核 委員會 ...
东鹏饮料(09980) - 董事会战略与可持续发展委员会工作细则
2026-02-01 22:26
東鵬飲料(集團)股份有限公司 董事會戰略與可持續發展委員會工作細則 (H股發行並上市後適用) 二〇二五年七月 東鵬飲料(集團)股份有限公司 董事會戰略與可持續發展委員會工作細則 (H股發行並上市後適用) 第七條 戰略與可持續發展委員會下設投資評審小組,與環境、社會和公司治 理管理委員會(以下簡稱「ESG管委會」),為戰略與可持續發展委員會日常工作 機構。 第一章 總則 第一條 為適應公司戰略發展需要,增強公司核心競爭力,確定公司發展規劃, 加強戰略決策的科學性,提高重大投資決策的效益和質量,提升公司環境、社 會及公司治理(ESG)管理運作水平,促進公司可持續高質量發展,根據《中華人 民共和國公司法》(以下簡稱「《公司法》」)、公司股票上市地證券交易所(包括 上海證券交易所、香港聯合交易所有限公司,以下合稱「證券交易所」)相關監 管規則的有關規定及《東鵬飲料(集團)股份有限公司章程》(以下簡稱「《公司章 程》」),公司設立董事會戰略與可持續發展委員會(以下簡稱「戰略與可持續發 展委員會」),並制定本工作細則。 第二條 戰略與可持續發展委員會是董事會設立的專門工作機構,主要負責對 公司長期發展戰略、重大投資決策及 ...