阿阿兰
2025-08-22
就这🤔...
IFBH(6603.HK)中期业绩:椰子水业务驱动营收高增,中国市场渗透成效显著
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":470374523949616,"tweetId":"470374523949616","gmtCreate":1755869116299,"gmtModify":1755869118034,"author":{"id":3558871029786155,"idStr":"3558871029786155","authorId":3558871029786155,"authorIdStr":"3558871029786155","name":"阿阿兰","avatar":"https://static.tigerbbs.com/6fe8163764cab31fab20b25311e7cdf1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.23","exceedPercentage":"60.76%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>就这🤔... </p></body></html>","htmlText":"<html><head></head><body><p>就这🤔... </p></body></html>","text":"就这🤔...","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/470374523949616","repostId":2561100422,"repostType":2,"repost":{"id":"2561100422","kind":"news","pubTimestamp":1755852924,"share":"https://www.laohu8.com/m/news/2561100422?lang=zh_CN&edition=full","pubTime":"2025-08-22 16:55","market":"us","language":"zh","title":"IFBH(6603.HK)中期业绩:椰子水业务驱动营收高增,中国市场渗透成效显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2561100422","media":"格隆汇","summary":"泰国知名椰子水品牌if的母公司IFBH交出了一份相当抢眼的半年报!同时,贸易应收款项周转天数由2024年底的12天增至2025年中期的27天,市场预期全年数据或回落至正常水平,应收款项的结转将进一步推动下半年收入规模增长。从收入来源来看,椰子水业务成绝对主力,中国市场贡献核心增量。期内,椰子水业务实现收益91.5百万美元,同比大增33.3%,占总收益比重高达96.9%,成为驱动公司增长的核心引擎。","content":"<html><body><article><p>泰国知名椰子水品牌if的母公司<a href=\"https://laohu8.com/S/06603\">IFBH</a>(6603.HK)交出了一份相当抢眼的半年报!报告期内,公司实现总收益94.5百万美元,同比增长31.5%,增速跑赢行业平均水平;<span>毛利</span>规模达31.8百万美元,同比提升15.3%,毛利率维持在健康区间;经调整溢利净额18.9百万美元,同比增长13.9%,盈利质量稳步提升;经调整<span>每股基本盈利</span>0.084美元,同比增幅7.7%,为股东回报提供坚实支撑。从财务数据看,公司营收端的增长动能显著强于利润端,主要系市场拓展期营销投入增加及产品结构调整所致,属于业务扩张期的正常现象,中长期看,随着规模效应释放,盈利弹性有望进一步显现。</p><p>值得注意的是,期内贸易应收款项由2024年底的7.0百万美元大幅增至20.7百万美元(占当期营收比例达约 22%),较2024年底4.4%有显著提升。这一变化主要反映已<span>出货</span>但尚未结转的收入款项,结合零售行业特性,品牌商通常会提前向渠道铺货备货,因此公司应收账款规模提升与下游渠道前置备货需求增加直接相关,间接印证了市场对其下半年销售的信心。同时,贸易应收款项周转天数由2024年底的12天增至2025年中期的27天,市场预期全年数据或回落至正常水平,应收款项的结转将进一步推动下半年收入规模增长。</p><p>从收入来源来看,椰子水业务成绝对主力,中国市场贡献核心增量。期内,椰子水业务实现收益91.5百万美元,同比大增33.3%,占总收益比重高达96.9%,成为驱动公司增长的核心引擎。行业分析师指出,公司增长逻辑主要来自三方面:市场渗透深化、产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>扩容及营销效率提升。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IFBH(6603.HK)中期业绩:椰子水业务驱动营收高增,中国市场渗透成效显著</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIFBH(6603.HK)中期业绩:椰子水业务驱动营收高增,中国市场渗透成效显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 16:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082216553894f44b9a&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泰国知名椰子水品牌if的母公司IFBH(6603.HK)交出了一份相当抢眼的半年报!报告期内,公司实现总收益94.5百万美元,同比增长31.5%,增速跑赢行业平均水平;毛利规模达31.8百万美元,同比提升15.3%,毛利率维持在健康区间;经调整溢利净额18.9百万美元,同比增长13.9%,盈利质量稳步提升;经调整每股基本盈利0.084美元,同比增幅7.7%,为股东回报提供坚实支撑。从财务数据看,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082216553894f44b9a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082216553894f44b9a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561100422","content_text":"泰国知名椰子水品牌if的母公司IFBH(6603.HK)交出了一份相当抢眼的半年报!报告期内,公司实现总收益94.5百万美元,同比增长31.5%,增速跑赢行业平均水平;毛利规模达31.8百万美元,同比提升15.3%,毛利率维持在健康区间;经调整溢利净额18.9百万美元,同比增长13.9%,盈利质量稳步提升;经调整每股基本盈利0.084美元,同比增幅7.7%,为股东回报提供坚实支撑。从财务数据看,公司营收端的增长动能显著强于利润端,主要系市场拓展期营销投入增加及产品结构调整所致,属于业务扩张期的正常现象,中长期看,随着规模效应释放,盈利弹性有望进一步显现。值得注意的是,期内贸易应收款项由2024年底的7.0百万美元大幅增至20.7百万美元(占当期营收比例达约 22%),较2024年底4.4%有显著提升。这一变化主要反映已出货但尚未结转的收入款项,结合零售行业特性,品牌商通常会提前向渠道铺货备货,因此公司应收账款规模提升与下游渠道前置备货需求增加直接相关,间接印证了市场对其下半年销售的信心。同时,贸易应收款项周转天数由2024年底的12天增至2025年中期的27天,市场预期全年数据或回落至正常水平,应收款项的结转将进一步推动下半年收入规模增长。从收入来源来看,椰子水业务成绝对主力,中国市场贡献核心增量。期内,椰子水业务实现收益91.5百万美元,同比大增33.3%,占总收益比重高达96.9%,成为驱动公司增长的核心引擎。行业分析师指出,公司增长逻辑主要来自三方面:市场渗透深化、产品矩阵扩容及营销效率提升。","news_type":1,"symbols_score_info":{"YINN":1}},"isVote":1,"tweetType":1,"viewCount":879,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":9,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/470374523949616"}
精彩评论