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酱油女王敲钟,身价335亿
盐财经· 2025-06-20 09:53
Core Viewpoint - The article discusses the recent listing of Haitian Flavor Industry Co., Ltd. on the Hong Kong Stock Exchange, highlighting the company's market performance and strategic goals for global expansion [2][3][9]. Group 1: Market Performance - On its first day of trading, Haitian's stock initially rose nearly 5% but later fell below the issue price, closing down 0.55% [3]. - The company raised approximately HKD 10.0096 billion from the global offering, with a final issue price of HKD 36.30 per share [5]. - The Hong Kong public offering was oversubscribed by 918.15 times, indicating strong investor interest [5][6]. Group 2: Strategic Goals - Haitian aims to enhance its global presence and brand image through this secondary listing, which is part of its broader globalization strategy [9][11]. - The funds raised will be allocated to product development, technological upgrades, and expanding sales channels, particularly in Southeast Asia and Europe [11]. - The company has already initiated overseas operations, establishing several international trade companies in 2023 and 2024 [10]. Group 3: Financial Performance - From 2011 to 2021, Haitian's revenue and net profit consistently increased, with 2021 figures showing revenue of CNY 25.004 billion and net profit of CNY 6.671 billion, reflecting year-on-year growth of 9.71% and 4.18% respectively [15]. - However, in 2022, the company faced challenges, including a decline in net profit for the first time since 2011, attributed to the "double standard" controversy [16]. - In 2023, Haitian reported a revenue of CNY 24.559 billion and a net profit of CNY 5.627 billion, marking a year-on-year decline of 4.10% and 9.21% respectively [17]. Group 4: Leadership Transition - In September 2024, Haitian underwent a leadership change with Cheng Xue taking over from the long-time chairman, Pang Kang [18]. - Cheng Xue, who has been with the company since 1992, is expected to lead the company towards recovery and growth [20][24]. - Under Cheng's leadership, the company reported a revenue of CNY 26.901 billion and a net profit of CNY 6.344 billion in 2024, showing a year-on-year increase of 9.53% and 12.75% respectively [24].
海天味业启动港股招股,基石投资者认购近47亿港元
Bei Ke Cai Jing· 2025-06-15 14:00
作为A股调味品行业龙头企业,海天味业近日正式启动港股全球发售相关工作。本次发售时间定于6月 11日至6月16日,预计6月19日在港交所主板挂牌上市。 此次赴港上市吸引了众多投资者踊跃参与,其中基石投资者认购金额近47亿港元,认购份额约占总发售 股份的50%。这一数据不仅创下年内基石投资者认购规模的新高,更充分展现出国际资本对中国消费行 业龙头企业的高度认可与信心。 作为A股市场的绩优标杆,海天味业自上市以来始终保持业绩稳步增长的良好态势。从上市初期98亿元 的营收规模,到如今200多亿元的营收体量,其经营实力已远超调味品行业其他企业,持续稳固行业龙 头地位。业内分析指出,此次海天味业实现二次上市,将为企业进一步拓展国际化发展版图提供更广阔 的资本平台与战略支撑。 作为A股调味品龙头企业,海天味业展现出强劲的增长韧性,从2014年上市至2024年,公司营收从98亿 元一路攀升至269亿元,远超其他调味品行业企业,稳居行业龙头。招股书显示,2022年—2024年,海 天味业实现营收256.1亿元、245.59亿元、269.01亿元,分别录得净利润62亿元、56.42亿元、63.55亿 元。尽管2023年受"食品添 ...
阿尔特签订2.14亿元新能源车型整车开发合同 加速推进“技术+供应链”国际化战略
根据公告,双方将在前述合同签署后,根据项目进度节点,分别针对整车开发各阶段的详细工作内容等 另行签署合同。 阿尔特(300825)6月5日晚间公告,公司与某全球知名企业(以下简称"客户Z")签署技术开发合同, 后者委托公司研究开发某新能源车型整车项目,项目研究开发费用不含税金额约为2.14亿元。 近年来,阿尔特瞄准海外市场发展机遇,逐步将客户开拓重心转向海外,2024年境外收入达1.11亿元, 同比增长188.89%,占总营收比重为11.4%,同比提升6.94个百分点;板块毛利率为33.03%,同比提升 5.71个百分点。 据悉,阿尔特海外战略以日本为起点,并逐步辐射东南亚、中东、欧洲、美洲等地区,目前已在日本、 东南亚、北美、欧洲等全球多个区域市场设立分支机构。 阿尔特表示,此次与客户Z达成合作,为其开发面向目标市场的新能源车型,一方面将基于中国智能电 动汽车标准和技术体系,助力客户业务向汽车领域延伸;另一方面,也将提升公司海外新能源整车研发 设计市场份额,是公司"技术+供应链"国际化战略的进一步实践。 证券时报·e公司记者关注到,阿尔特与客户Z此前已有合作基础。2024年,公司与客户Z发生类似交易的 合同 ...