根据此前东鹏饮料发布的业绩预告，2025年预计营业收入为207.60亿元至211.20亿元；预计净利润为 43.40亿元至45.90亿元，同比增长30.46%至37.97%。东鹏饮料称，2025年，公司在夯实东鹏特饮、东鹏 补水啦两大支柱品类的基础上，积极探索多品类发展，力图不断培育新的增长点，从而进一步带动收入 及利润增长。 编辑 李严 校对 王心 新京报讯（记者王子扬）2月3日，功能饮料品牌"东鹏特饮"母公司东鹏饮料（集团）股份有限公司（简 称"东鹏饮料"）在港交所上市，实现资本市场"A+H"格局。东鹏饮料港股发行价为248港元/股，早盘一 度跌破发行价，截至午间休盘，其股价为248港元。同时，东鹏饮料A股股价出现下滑，截至午间休 盘，跌幅为1.23%。 据了解，东鹏饮料此次港股上市基础发行股数4088.99万股，上市募资用途为用于未来三到五年内完善 产能布局和推进供应链升级；加强品牌建设和消费者互动；拓展海外市场业务，探索潜在投资及并购机 会；持续推进全国化战略，拓展、深耕和精细化运营渠道网络；加强各个业务环节的数字化建设；用于 营运资金及一般企业用途；增强公司的产品开发能力，持续实现产品品类拓展。 ...

【导读】中国饮料巨头东鹏饮料今日"A+H"赴港上市，年内规模最大的香港IPO 中国基金报记者 郭玟君 中国饮料巨头加速奔赴全球资本舞台，东鹏饮料2月3日正式在香港主板上市，完成"A+H"双资本布局， 向全球化饮料企业进阶。东鹏饮料开盘报248港元，平招股价，盘前成交额为4.2亿港元。 东鹏饮料赴港上市，不仅为中国民族能量品牌出海重磅加码，彰显品牌"飞跃全球"的使命，更展现剑指 全球市场的雄心。作为从深圳成长起来的消费企业，东鹏饮料深深受益于深圳卓越的金融环境与创新生 态。本次赴港上市，不仅是公司发展的里程碑，更是深圳金融"活水"精准浇灌实体经济的生动体现。 价值内核筑根基 业绩渠道双轮驱动 作为中国功能饮料领军者，东鹏饮料精准把握行业发展趋势，稳居功能饮料赛道领跑地位。 东鹏饮料2025年业绩预告显示，公司全年营收有望突破207.6亿元，同比增长超31%；净利润预计43.4亿 至45.9亿元，同比增长30.46%至37.97%。回溯2022年至2024年及2025年前三季度，公司营收、利润始终 保持高速增长并持续领跑行业，强劲的内生发展动力，不仅为企业长期稳健发展筑牢根基，更成为吸引 全球资本的核心底气。 目 ...

【导读】中国饮料巨头东鹏饮料今日"A+H"赴港上市，年内规模最大的香港IPO 中国基金报记者 郭玟君 中国饮料巨头加速奔赴全球资本舞台，东鹏饮料2月3日正式在香港主板上市，完成"A+H"双资本布局， 向全球化饮料企业进阶。东鹏饮料开盘报248港元，平招股价，盘前成交额为4.2亿港元。 东鹏饮料的IPO，实现了三个"最"：2026年至今规模最大的香港IPO；食品饮料行业（不含酒精饮 品），港股市场历史上规模最大的IPO；过去5年A股上市公司赴港上市项目中发行时折价率第二低的 IPO，仅次于宁德时代。 东鹏饮料赴港上市，不仅为中国民族能量品牌出海重磅加码，彰显品牌"飞跃全球"的使命，更展现剑指 全球市场的雄心。作为从深圳成长起来的消费企业，东鹏饮料深深受益于深圳卓越的金融环境与创新生 态。本次赴港上市，不仅是公司发展的里程碑，更是深圳金融"活水"精准浇灌实体经济的生动体现。 价值内核筑根基 业绩渠道双轮驱动 作为中国功能饮料领军者，东鹏饮料精准把握行业发展趋势，稳居功能饮料赛道领跑地位。 港股上市启新程 资本赋能全球布局 此次港股上市是东鹏饮料全球化战略的重要起点。作为企业出海的关键举措，港股上市将为其国际化拓 ...

【导读】中国饮料巨头东鹏饮料今日"A+H"赴港上市，年内规模最大的香港IPO 中国饮料巨头加速奔赴全球资本舞台，东鹏饮料2月3日正式在香港主板上市，完成"A+H"双资本布局，向全球化饮料企业进阶。东鹏饮料开盘报248港 元，平招股价，盘前成交额为4.2亿港元。 东鹏饮料的IPO，实现了三个"最"：2026年至今规模最大的香港IPO；食品饮料行业（不含酒精饮品），港股市场历史上规模最大的IPO；过去5年A股上市 公司赴港上市项目中发行时折价率第二低的IPO，仅次于宁德时代。 东鹏饮料赴港上市，不仅为中国民族能量品牌出海重磅加码，彰显品牌"飞跃全球"的使命，更展现剑指全球市场的雄心。作为从深圳成长起来的消费企 业，东鹏饮料深深受益于深圳卓越的金融环境与创新生态。本次赴港上市，不仅是公司发展的里程碑，更是深圳金融"活水"精准浇灌实体经济的生动体 现。 价值内核筑根基 业绩渠道双轮驱动 作为中国功能饮料领军者，东鹏饮料精准把握行业发展趋势，稳居功能饮料赛道领跑地位。 本次东鹏饮料在香港交易所主板完成A+H股布局，正是深圳金融支持实体经济、培育本土企业走向全球的典范之作。 瑞银在此次交易中担任联席保荐人、整体协调人、联 ...

Core Viewpoint - Dongpeng Beverage has successfully listed on the Hong Kong Stock Exchange, marking a significant step in its internationalization strategy and becoming the first "A+H" dual-listed functional beverage company in China [2][11]. Company Overview - Dongpeng Beverage, known for its core product "Dongpeng Special Drink," has achieved annual revenue exceeding 10 billion yuan and has established itself as a national brand deeply rooted in county-level markets [2]. - The company has maintained its position as the top functional beverage brand in China by sales volume for four consecutive years since 2021, according to a report by Frost & Sullivan [2]. IPO Details - The IPO attracted a "super luxurious" lineup of cornerstone investors, with over $600 million in subscriptions from more than ten top global investment institutions, setting a record for the number of cornerstone investors in the Hong Kong consumer sector [3]. - On its first trading day, Dongpeng's shares opened at 257 HKD per share, giving it a total market capitalization of approximately 146 billion HKD [2]. Leadership and Strategy - Lin Muqin, the founder and chairman of Dongpeng, has played a crucial role in the company's transformation from a struggling state-owned enterprise to a market leader in functional beverages [5][10]. - The company's strategic focus on functional drinks, particularly the "Dongpeng Special Drink," has allowed it to capture a significant market share by targeting the price-sensitive consumer segment left by competitors like Red Bull [6][9]. Market Position and Growth - Dongpeng Beverage has established a robust sales network covering over 4.3 million retail outlets across China, achieving nearly 100% coverage of all prefecture-level cities [9]. - As of September 30, 2025, Dongpeng's market share in the functional beverage sector has grown from 15% in 2021 to 26.3% in 2024, making it the second-largest company by retail value and the largest by sales volume in the market [9][12]. Financial Performance - For the first three quarters of 2025, Dongpeng reported total revenue of 16.844 billion yuan, a year-on-year increase of 34.13%, with a net profit of 3.761 billion yuan, up 38.91% [12]. - The revenue contribution from the "Dongpeng Special Drink" has decreased to approximately 74.6%, while the newly launched "Dongpeng Water" has seen significant growth, contributing 2.847 billion yuan, or 16.9% of total revenue, with a year-on-year increase of over 134% [12][13]. Future Outlook - The dual listing on the Hong Kong Stock Exchange is expected to provide Dongpeng with broader development opportunities and financing channels for future global competition and product diversification [11][17]. - The company's strategy includes expanding into various beverage categories, such as electrolyte drinks and tea, while maintaining a focus on its core product line [15].

Investment Rating - The report maintains an "Outperform the Market" rating for the food and beverage sector [4][5][10]. Core Views - The food and beverage sector is expected to perform well in 2026, with a focus on four main investment themes: cost advantages, efficiency improvements, innovation-driven growth, and opportunities for recovery in distressed segments [3][10][14]. - The report highlights the increasing signals of a bottoming out in the liquor market, particularly for baijiu, and emphasizes the importance of sales performance during the Spring Festival [2][10]. - The report suggests a diversified approach to investment, recommending leading companies in various sub-sectors, including dairy, beverages, snacks, and restaurant supply chains [2][3][10]. Summary by Relevant Sections Liquor - Baijiu prices are stable with an upward trend, and the report emphasizes monitoring sales during the Spring Festival. Key recommendations include Kweichow Moutai, Shanxi Fenjiu, and Luzhou Laojiao, with a focus on their market positioning and growth potential [2][10][11]. - The report anticipates a continued decline in production for smaller liquor companies, while larger firms are expected to manage inventory effectively [10][11]. Beer - The beer industry is experiencing healthy inventory levels, with expectations for demand recovery. Recommendations include Yanjing Beer and China Resources Beer, focusing on their growth potential and market strategies [11][12]. Snacks - The report identifies strong growth potential in the konjac snack segment, recommending leading companies like Weidong and Yanjinpuzi for their innovative product offerings and competitive advantages [12][17]. Dairy - The dairy sector is advised to focus on leading companies like Yili, with expectations for steady demand recovery and improved profitability in 2026. The report notes the importance of managing inventory and product innovation [14][15]. Beverages - The beverage sector is characterized by a focus on inventory reduction during the off-season, with key recommendations for companies like Nongfu Spring and Dongpeng Beverage, which are expected to benefit from market expansion and product innovation [15][16].

Core Insights - The article emphasizes the increasing importance of data literacy in the sales profession, suggesting that the ability to transform sales activities into actionable data insights is crucial for career advancement [1][3][4] Industry Trends - The business world is undergoing a comprehensive "datafication," with both traditional fast-moving consumer goods (FMCG) giants and new consumer brands focusing on "data-driven business" and "refined operations" [3] - Companies are seeking "composite talents" who possess both frontline sales experience and data analysis skills, indicating a shift in hiring criteria [3][4] Skills Development - Essential skills for terminal sales analysis include data cleaning and organization, visualization and reporting, basic analysis and modeling, and effective communication of findings to drive business actions [8][9] - The CDA (Certified Data Analyst) certification is highlighted as a valuable pathway for individuals looking to transition into data analysis roles, being recognized as a "golden certificate" in the data field [9][11] Job Opportunities and Salary - CDA certification holders can pursue various roles, including terminal sales analysis in FMCG companies, data analysis in internet firms, financial data analysis, and positions in market research and operations [11][13] - Competitive salary ranges for CDA holders are presented, with entry-level positions in terminal sales analysis earning between 8,000 to 15,000 yuan per month, and internet data analysts earning between 10,000 to 18,000 yuan [13]

2月3日消息，港股三大指数涨跌不一。截至午间收盘，恒生指数涨0.2%，报26830.23点，恒生科技指数 跌1.32%，国企指数跌0.22%。盘面上，科网股普跌，快手、哔哩哔哩跌超4%，百度、腾讯跌超3%，阿 里巴巴、小米、美团跌超1%；商业航天概念股涨幅居前，亚太卫星涨超9%；中资券商股走弱，中金公 司跌超2%；东鹏饮料港股首日破发。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | | 恒生科技指数 | 5453.46 | -72.85 | -1.32% | | 800700 | | | | | 国企指数 | 9060.38 | -19.81 | -0.22% | | 800100 | | | | | 恒生指数 | 26830.23 | +54.66 | +0.20% | | 800000 | | | | 商业航天概念股涨幅居前，亚太卫星涨超9%。SpaceX官网发布马斯克署名的公告，宣布SpaceX已收购 xAI，合并后公司将整合人工智能、火箭、天基互联网、移动设备直连的通信。此外，SpaceX近日向美 国联邦通信委员会提交申请部署百万颗卫星，以构 ...

Group 1 - The core point of the news is that Liziyuan's stock price dropped by 5.27% to 13.30 CNY per share, with a trading volume of 256 million CNY and a turnover rate of 4.79%, resulting in a total market capitalization of 5.188 billion CNY [1] - Liziyuan Food Co., Ltd. is located in Jinhua City, Zhejiang Province, and was established on October 22, 1994, with its listing date on February 8, 2021 [1] - The company's main business involves the research, production, and sales of dairy beverages, with the revenue composition being 93.76% from dairy beverages, 4.86% from other beverages, 0.73% from dairy-flavored drinks, 0.47% from other supplements, and 0.17% from composite protein drinks [1] Group 2 - From the perspective of major fund holdings, one fund under Founder Fubon holds a significant position in Liziyuan, specifically the Founder Fubon Consumer Dividend Index Enhanced (LOF) (501089), which holds 146,700 shares, accounting for 2.14% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a current scale of 81.5908 million CNY and has yielded a return of 1.25% this year, ranking 3482 out of 5562 in its category, with a one-year return of 8.96%, ranking 3783 out of 4285 [2] - The fund manager, Wu Hao, has been in position for 7 years and 224 days, with a total asset scale of 4.321 billion CNY, achieving a best return of 112.01% and a worst return of -33.88% during his tenure [2]

2月3日，中国能量饮料制造商东鹏饮料(9980.HK)今日首日在港挂牌上市，盘中一度跌近1%至245.6港元。该公司集资所得 款项净额约99.94亿港元。公开发售部分获超额认购56.46倍，认购一手100股，中签率15%。 股票频道更多独家策划、专家专栏，免费查阅>> 中金1月底发表研报指，东鹏饮料预告公司2025年收入同比增长31%至33%，归母净利润增长31%至38%；单论第四季，预期 收入同比升19%至30%，归母净利润同比跌6.5%至升34%。该行认为末季收入符合市场预期，但利润略低于市场预期，主要 因冰柜投入。基于2025年冰柜投入以及2026年出海费用，该行下调2025及26年盈利预测2.2%及6%，至44.7亿及53.8亿元， 引入2027年利润预测62.7亿元；下调东鹏饮料目标价6%至330元，维持"跑赢行业"评级不变。 责任编辑：栎树 ...