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 ...

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%。 ...

Group 1 - The core viewpoint of the news is that Yangyuan Beverage experienced a decline in stock price and trading volume, with a notable increase in financing activities, indicating potential investor interest despite recent financial performance challenges [1][2]. Group 2 - On February 2, Yangyuan Beverage's stock fell by 5.78%, with a trading volume of 358 million yuan. The financing buy-in amount for the day was 21.84 million yuan, while the financing repayment was 17.98 million yuan, resulting in a net financing buy of 3.86 million yuan [1]. - As of February 2, the total balance of margin trading for Yangyuan Beverage was 320 million yuan, with a financing balance of 313 million yuan, accounting for 0.83% of the circulating market value, which is above the 90th percentile of the past year [1]. - In terms of securities lending, on February 2, Yangyuan Beverage repaid 4,100 shares and sold 500 shares, with a selling amount of 14,900 yuan. The remaining securities lending volume was 20,930 shares, with a balance of 6.25 million yuan, exceeding the 70th percentile of the past year [1]. Group 3 - As of September 30, the number of shareholders for Yangyuan Beverage reached 32,800, an increase of 86.19% compared to the previous period. The average circulating shares per person decreased by 46.29% to 38,466 shares [2]. - For the period from January to September 2025, Yangyuan Beverage reported a revenue of 3.905 billion yuan, a year-on-year decrease of 7.64%, and a net profit attributable to shareholders of 1.119 billion yuan, down 8.95% year-on-year [2]. - Since its A-share listing, Yangyuan Beverage has distributed a total of 16.462 billion yuan in dividends, with 6.645 billion yuan distributed over the past three years [2].

Group 1 - The core viewpoint of the news is that Dongpeng Beverage Group has signed a strategic cooperation agreement with Indonesian conglomerate Salim Group to jointly invest in the establishment of a production base and sales operations for Dongpeng Vitamin Beverage in Indonesia, with a total investment of approximately 300 million USD [1] - The final price for the H-share issuance is set at 248 HKD per share, with the listing on the Hong Kong Stock Exchange expected on February 3, 2026 [1] - 12% of the funds raised from the H-share issuance will be allocated to expanding overseas market operations, with products already exported to 25 countries and regions, and subsidiaries established in Indonesia, Vietnam, and Malaysia [1] Group 2 - The global demand for energy drinks is increasing, driven by fitness trends and busy lifestyles, with the global market size projected to reach 69.25 billion USD in 2024, and the Asia-Pacific market expected to grow from 12 billion USD to 18 billion USD by 2035 [2] - As a leading domestic energy drink company, Dongpeng has strong product capabilities, financial advantages, and supply chain strengths, and the partnership with Salim Group is expected to accelerate its penetration and expansion in the Southeast Asian market [2] - The company is projected to achieve revenue of 21.1 billion, 26.5 billion, and 31.9 billion CNY for the years 2025-2027, with year-on-year growth rates of +33%, +26%, and +20% respectively, and net profit of 4.5 billion, 5.8 billion, and 7.0 billion CNY with growth rates of +35%, +28%, and +22% respectively [2]

Core Insights - The article discusses significant developments in the industry, highlighting key trends and potential investment opportunities [1] Group 1 - The industry is experiencing a notable shift towards digital transformation, with companies increasingly adopting advanced technologies to enhance operational efficiency [1] - Recent financial reports indicate a substantial increase in revenue for leading firms, with an average growth rate of 15% year-over-year [1] - Market analysts predict that the sector will continue to expand, with an estimated market size reaching $500 billion by 2025 [1] Group 2 - Regulatory changes are impacting the competitive landscape, prompting companies to adapt their strategies to comply with new standards [1] - Consumer preferences are shifting towards sustainable products, leading firms to innovate and develop eco-friendly solutions [1] - Investment in research and development is on the rise, with companies allocating approximately 10% of their revenue to R&D initiatives [1]

Group 1 - The company, Dongpeng Beverage (09980.HK), announced a global offering of 40.89 million H-shares at a price of HKD 248.00 per share, raising a net amount of HKD 9.994 billion [1] - The public offering in Hong Kong accounted for 10.00% of the total shares, with a subscription rate of 57.46 times, while the international offering made up 90.00% of the total shares, with a subscription rate of 15.60 times [1] - The global offering is expected to become unconditional on February 3, 2026, at 8:00 AM Hong Kong time, with trading of the H-shares anticipated to commence at 9:00 AM on the same day [1] Group 2 - The H-shares will be traded in lots of 100 shares, with the stock code being 09980 [1]

其中，香港公开发售获57.46倍认购，国际发售获15.6倍认购。 东鹏饮料（605499）(09980)公布配发结果，公司全球发售4088.99万股股份(于超额配股权获行使前)， 香港公开发售占10%，国际发售占90%。最终发售价每股248港元，全球发售净筹约99.943亿港元。每手 100股，预期H股将于2026年2月3日上午九时正(香港时间)在联交所开始买卖。 ...

其中，香港公开发售获57.46倍认购，国际发售获15.6倍认购。 智通财经APP讯，东鹏饮料(09980)公布配发结果，公司全球发售4088.99万股股份(于超额配股权获行使 前) ，香港公开发售占10%，国际发售占90%。最终发售价每股248港元，全球发售净筹约99.943亿港 元。每手100股，预期H股将于2026年2月3日上午九时正(香港时间)在联交所开始买卖。 ...

中国能量饮料制造商东鹏饮料(9980.HK)明日挂牌，今日在富途的暗盘价收跌0.08%，报247.8港元。该 股发售4088.99万股H股，香港公开发售占10%，其余为国际配售，每股招股价将不高于248港元，集资 最多101.41亿港元。 | 09980 东鹏饮料 | | | | --- | --- | --- | | 247.800 ↓ -0.200 -0.08% | | 暗盘已收盘 02/02 18:29 | | * % 12 月 ♥ 白选 | | 快捷交易 | | 最高价 254.000 | 开盘价 250.200 | 成交量 39.68万 | | 最低价 240.200 | 昨收价 248.000 | 成交额 9801.5万 | | 平均价 247.013 | 市盈率 TM 28.33 总市值 1389.92亿 (m) | | | 振 幅 5.57% | 市空室(静) 37.30 | 总股本 5.61亿 | | 换手率 0.97% 市净率 14.104 | | 流通值 101.33亿(i) | | 52周最高 254.000 委 比 -75.29% | | 流通股 4088.99万 | | 52周最低 ...

业内人士分析，此举标志着其进入港股IPO冲刺阶段，更意味着这家A股"功能饮料第一股"将完 成"A+H"双资本布局。东鹏饮料此次港股冲刺的核心底气，源于2025年在产品与产能领域的扎实积淀， 多品类破局与全国化产能落地，共同筑牢了企业全球化的根基。 现如今，东鹏饮料成功培育出第二增长曲线，电解质饮料"东鹏补水啦"异军突起，成为公司拉动业绩增 长的重要力量。同时，公司持续优化产品矩阵，推出多规格产品精准覆盖多元场景，展现出成长为百亿 单品的巨大潜力。 目前，东鹏饮料全国化产能布局，已形成高密度、均衡化生产网络。近年来，东鹏饮料平均每年新增2 个生产基地，目前已有10个基地顺利投产。2026年1月23日，成都生产基地项目正式签约，总占地约280 亩、计划投资10亿元建设6条高端生产线，建成后将成为现代化综合基地，大幅提升西南及全国供应能 力。 亮眼的业绩表现、深度的数字化转型与完善的渠道网络，共同构成东鹏饮料的核心竞争力。2025年，东 鹏饮料交出惊艳答卷，预计全年营业收入207.6亿—211.2亿元，同比增长31.07%—33.34%；预计归母净 利润43.4亿—45.9亿元，同比增幅达30.46%—37.97% ...