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%。 ...

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%。 ...

隔夜美股收涨存储板块爆发；白银基金将进行资产重估。连续下跌的港股三大指数高开，恒指涨 0.82%，国指涨0.59%，恒生科技指数涨0.68%。权重科技股多数上涨，其中网易涨3.6%，阿里巴巴涨 1.35%；黄金白银双双反攻，杠杆抛售潮或近尾声，黄金股止跌反弹，招金矿业涨超5%，灵宝黄金、赤 峰黄金涨超4%。另外，食品饮料股、消费电子概念股部分下跌，其中海天味业跌近3%。东鹏饮料上市 首日平开。(格隆汇) ...

Group 1 - The core viewpoint of the news is that several companies have received significant target price increases from brokers, indicating potential investment opportunities in the battery and gaming sectors [1][2]. - The companies with the highest target price increases include Huasheng Lithium Battery with a 76.77% increase, Zhongyi Technology with a 68.24% increase, and Gibit with a 53.12% increase, all of which belong to the battery and gaming industries [1][2]. - On February 2, a total of 17 target price adjustments were made by brokers, reflecting a strong interest in specific sectors [1][2]. Group 2 - A total of 12 companies received initial coverage from brokers on February 2, with Aorijin receiving an "Outperform" rating from Guosen Securities, and Zhongyi Technology receiving a "Buy" rating from Tianfeng Securities [3][4]. - Other companies that received ratings include China Merchants Shekou and Huayuan Co., both rated "Buy" by Huayuan Securities, and Capital Online rated "Hold" by Zhongyou Securities [3][4]. - The sectors represented in the initial coverage include packaging, real estate development, automotive parts, IT services, and chemical pharmaceuticals [4]. Group 3 - On February 2, 37 listed companies were recommended by brokers, with Dongpeng Beverage receiving recommendations from four brokers, while Xinyi Sheng and Zhongji Xuchuang received recommendations from two brokers each [5].

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].

麦格理给予东鹏饮料A股跑赢大盘的初始评级。 ...

事件二：公司确定本次H 股发行的最终价格为每股248 港元（不包括1％经纪佣金、0.0027％香港证券及 期货事务监察委员会交易征费、0.00565％香港联交所交易费及 0.00015％香港会计及财务汇报局交易征 费），预计2026年2 月3 日在香港联交所挂牌上市。 盈利预测：通过港股上市以及与三林集团签署战略合作协议，公司有望加速推进全球化进程，打开海外 增长空间，进一步发挥规模化及产业链优势。我们预计2025-2027 年公司实现营业收入211/265/319 亿元 （ 同比+33%/+26%/+20% ）， 实现归母净利润45/58/70 亿元（ 同比+35%/+28%/+22%），对应PE 分别 为29X/23X/19X，维持"买入"评级。 事件一：1 月30 日，东鹏饮料集团与印尼华商巨头三林集团正式签署战略合作协议，双方将共同投资印 度尼西亚东鹏维生素饮料公司，负责在印尼建设生产基地及开展产品销售业务，项目总投资预计3 亿美 元。 H 股发行锚向海外，东南亚市场初具雏形。公司H 股招股说明书明确12%募集资金将用于拓展海外市场 业务，目前公司产品已出口至25个国家和地区，已在印度尼西亚、越南、马 ...

Core Viewpoint - The Nanning High-tech Zone has implemented a series of measures to enhance work style and morale, translating overall requirements for work style construction into specific actions that promote high-quality economic development [1] Group 1: Service Efficiency Improvement - The transformation of work style is first reflected in the efficient operation of the central management, with staff demonstrating a busy yet orderly rhythm during major meetings and events [2] - A closed-loop management mechanism has been established, focusing on "deployment—tracking—feedback—evaluation," ensuring timely execution and resolution of issues [2] - The office was recognized as an advanced collective for service guarantee work by the regional Party office in December 2025 [2] Group 2: Frontline Service Enhancement - The focus of the Party building activities is on serving key enterprises and major projects, with service specialists actively addressing enterprise issues [3] - A mechanism has been implemented for major projects, assigning one leader and a dedicated team to ensure thorough follow-up [3] - Service specialists have resolved 125 urgent issues for key enterprises and major projects, demonstrating their proactive approach [3] Group 3: Collective Efforts and Development - The ultimate goal of work style construction is to gather collective strength, optimize the ecosystem, and promote development [4] - Service efficiency has improved significantly, with various departments collaborating to support enterprise development and project implementation [4] - The atmosphere of collective concern for enterprise development is increasingly strong, contributing to robust economic growth [5]

2月，千年商都广州迎来亚太经合组织（APEC）"中国年"首场盛会——APEC2026年第一次高官会。 外交部发言人郭嘉昆在例行记者会上介绍，中国作为2026年亚太经合组织东道主，2月1日至10日在广州 举办APEC第一次高官会及相关会议，这也是APEC"中国年"首场正式活动。本次会议将聚焦2026年 APEC会议主题"建设亚太共同体，促进共同繁荣"和三大优先领域"开放、创新、合作"，全面启动各领 域各机制合作，深入讨论具体合作，为11月领导人非正式会议积累成果。 2月1日，APEC高官会日程满满，重点讨论科技创新、监管协调、卫生工作和数据隐私等话题。谈及科 技创新话题，菲律宾科技部助理部长Napoleon Kilates Juanillo Jr在接受21世纪经济报道记者采访时表 示，在今天的会议上，各APEC经济体探讨了开放科学以及跨国科学家交流合作的相关议题，也探讨了 科技创新领域的潜在合作方向，各方在这些发展方向上的看法高度一致，达成了共识，"菲律宾作为正 式参与方，对科技创新政策伙伴关系表达了全力支持的态度"。 在探讨多领域合作机制的同时，出席APEC高官会的嘉宾们也对广州的多元魅力有了更深刻的认识。 ...

格隆汇2月3日｜今日东鹏饮料(9980.HK)上市，乐欣户外(2720.HK)、爱芯元智(0600.HK) 、澜起科技 (6809.HK)、卓正医疗(2677.HK)、大族数控(3200.HK)、牧原股份(2714.HK)申购。 ...