海天股价高开低走！大家都走了吗？ - 老虎社区

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$海天味业(03288)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/447831601717408","isVote":1,"tweetType":1,"viewCount":4038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194258983119152","authorId":"4194258983119152","name":"Daniel229","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4194258983119152","idStr":"4194258983119152"},"content":"你可以说三十五","text":"你可以说三十五","html":"你可以说三十五"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447827506176248,"gmtCreate":1750338249851,"gmtModify":1750338251546,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010487","idStr":"10000000000010487"},"themes":[],"title":"","htmlText":"海天转了一圈，基本又回到了4.7那天市场暴跌时的低点附近。从目前市场来看，海天的估值还是偏高。如果能降到25倍，那应该是个不错的买入时机 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&nbsp;</a>没走成","text":"$海天味业(603288)$ 没走成","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447587328520232","isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447580382073656,"gmtCreate":1750311044746,"gmtModify":1750313575413,"author":{"id":"3559804860339988","authorId":"3559804860339988","name":"庄梦蝶殇","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559804860339988","idStr":"3559804860339988"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$ </a> 在大A割习惯了。来港就confirm 垃圾两字","listText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$ </a> 在大A割习惯了。来港就confirm 垃圾两字","text":"$海天味业(603288)$ 在大A割习惯了。来港就confirm 垃圾两字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447580382073656","isVote":1,"tweetType":1,"viewCount":3339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447552750047464,"gmtCreate":1750304306727,"gmtModify":1750307732167,"author":{"id":"3536793361837479","authorId":"3536793361837479","name":"独角兽早知道","avatar":"https://static.tigerbbs.com/a67aadbd802be60aa18564342140c851","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536793361837479","idStr":"3536793361837479"},"themes":[],"title":"“酱油茅”海天味业正式登陆港交所，开盘涨超3%，连续28年蝉联中国最大调味品企业","htmlText":"海天味业(03288.HK)今日成功在港交所主板上市，中金公司、高盛、摩根士丹利为联席保荐人。 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> <a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。根据弗若斯特沙利文报告，集团是中国调味品行业的领导者，按2024年的收入计，集团在中国调味品市场排行首位。按2024年的收入计，集团位居全球第五。按销量计，海天味业已连续28年蝉联中国最大调味品企业。 海天味业本次香港IPO引入基石投资者包括HHLR Advisors, Ltd.(“HHLRA”，隶属于高瓴集团)、GIC Private Limited(“GIC”)、RBC、源峰基金、UBS AM、Boyu、HSG Growth、以及佛山发展有限公司(“佛山发展”)。 海天味业今日开盘涨3.31%，报37.50港元/股，市值2189.86亿港元。 综合 | 招股书 公司公告 &nbsp;编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 图片 据招股书，海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。公司的主要品类包括酱油、蚝油、调味酱、特色调味品及其他。 根据弗若斯特沙利文报告，海天味业是中国调味品行业的领导者，按2024年的收入计，公司在中国调味品市场排行首位。2024年中国调味品市场规模达人民币4,981亿元，而公司的市场份额为4.8%，是公司最大竞争对手的两倍以上。按2024年的收入计，公司位居全球第五。 2024年全球调味品市场规模达人民币21,438亿元，而海天味业的市场份额为1.1%","listText":"海天味业(03288.HK)今日成功在港交所主板上市，中金公司、高盛、摩根士丹利为联席保荐人。 <a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> <a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。根据弗若斯特沙利文报告，集团是中国调味品行业的领导者，按2024年的收入计，集团在中国调味品市场排行首位。按2024年的收入计，集团位居全球第五。按销量计，海天味业已连续28年蝉联中国最大调味品企业。 海天味业本次香港IPO引入基石投资者包括HHLR Advisors, Ltd.(“HHLRA”，隶属于高瓴集团)、GIC Private Limited(“GIC”)、RBC、源峰基金、UBS AM、Boyu、HSG Growth、以及佛山发展有限公司(“佛山发展”)。 海天味业今日开盘涨3.31%，报37.50港元/股，市值2189.86亿港元。 综合 | 招股书 公司公告 &nbsp;编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 图片 据招股书，海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。公司的主要品类包括酱油、蚝油、调味酱、特色调味品及其他。 根据弗若斯特沙利文报告，海天味业是中国调味品行业的领导者，按2024年的收入计，公司在中国调味品市场排行首位。2024年中国调味品市场规模达人民币4,981亿元，而公司的市场份额为4.8%，是公司最大竞争对手的两倍以上。按2024年的收入计，公司位居全球第五。 2024年全球调味品市场规模达人民币21,438亿元，而海天味业的市场份额为1.1%","text":"海天味业(03288.HK)今日成功在港交所主板上市，中金公司、高盛、摩根士丹利为联席保荐人。 $海天味业(03288)$ $海天味业(603288)$ 海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。根据弗若斯特沙利文报告，集团是中国调味品行业的领导者，按2024年的收入计，集团在中国调味品市场排行首位。按2024年的收入计，集团位居全球第五。按销量计，海天味业已连续28年蝉联中国最大调味品企业。 海天味业本次香港IPO引入基石投资者包括HHLR Advisors, Ltd.(“HHLRA”，隶属于高瓴集团)、GIC Private Limited(“GIC”)、RBC、源峰基金、UBS AM、Boyu、HSG Growth、以及佛山发展有限公司(“佛山发展”)。 海天味业今日开盘涨3.31%，报37.50港元/股，市值2189.86亿港元。 综合 | 招股书 公司公告 编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 图片 据招股书，海天味业是有着悠久历史传承的中国调味品龙头企业，致力于提供优质产品以服务家常烹饪及用餐体验的调味需求。公司的主要品类包括酱油、蚝油、调味酱、特色调味品及其他。 根据弗若斯特沙利文报告，海天味业是中国调味品行业的领导者，按2024年的收入计，公司在中国调味品市场排行首位。2024年中国调味品市场规模达人民币4,981亿元，而公司的市场份额为4.8%，是公司最大竞争对手的两倍以上。按2024年的收入计，公司位居全球第五。 2024年全球调味品市场规模达人民币21,438亿元，而海天味业的市场份额为1.1%","images":[{"img":"https://static.tigerbbs.com/82e76671052bbb7afcb50fa78a3d6b54","width":"1080","height":"608"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447552750047464","isVote":1,"tweetType":1,"viewCount":6677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},{"id":447541605458656,"gmtCreate":1750300842831,"gmtModify":1750300844196,"author":{"id":"4200393107271602","authorId":"4200393107271602","name":"款子乖乖","avatar":"https://static.tigerbbs.com/50b6fb28c569609bfcdddb850d94dcef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200393107271602","idStr":"4200393107271602"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 暗盘不中用啊，没跑掉。现在只能短暂股东一下","listText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 暗盘不中用啊，没跑掉。现在只能短暂股东一下","text":"$海天味业(603288)$ 暗盘不中用啊，没跑掉。现在只能短暂股东一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447541605458656","isVote":1,"tweetType":1,"viewCount":4275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447539181961936,"gmtCreate":1750300647697,"gmtModify":1750300648845,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"themes":[],"title":"","htmlText":"以色列说了，在中东谁食酱油者和伊朗同罪。","listText":"以色列说了，在中东谁食酱油者和伊朗同罪。","text":"以色列说了，在中东谁食酱油者和伊朗同罪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447539181961936","isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447540082680344,"gmtCreate":1750300467346,"gmtModify":1750303137851,"author":{"id":"4208144149804262","authorId":"4208144149804262","name":"benefitm","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208144149804262","idStr":"4208144149804262"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$ </a> 真垃圾啊！","listText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$ </a> 真垃圾啊！","text":"$海天味业(603288)$ 真垃圾啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447540082680344","isVote":1,"tweetType":1,"viewCount":3043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447536884727896,"gmtCreate":1750300391776,"gmtModify":1750303138021,"author":{"id":"4179663845246862","authorId":"4179663845246862","name":"涓涓","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4179663845246862","idStr":"4179663845246862"},"themes":[],"title":"","htmlText":"上市首日更差，直接破发 [流泪] [流泪] [流泪]","listText":"上市首日更差，直接破发 [流泪] [流泪] [流泪]","text":"上市首日更差，直接破发 [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447536884727896","isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447538715570496,"gmtCreate":1750300276415,"gmtModify":1750303119149,"author":{"id":"4211532021972412","authorId":"4211532021972412","name":"听雨思润","avatar":"https://static.tigerbbs.com/e0782e5d0199d314770d8bda28634fd0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4211532021972412","idStr":"4211532021972412"},"themes":[],"title":"","htmlText":"海天味业（03288.HK）于2025年6月19日在港股上市首日表现高开低走，暗盘阶段虽上涨12.4%至40.8港元，但正式交易后股价回落至36.25港元（截至10:26），较发行价36.3港元微跌0.14%。针对其后续投资价值，需从以下多维度综合分析： 一、基本面与业绩分析 1. 业绩修复与增长潜力 ◦ 2024年业绩回暖：公司2024年营收269.01亿元（同比+9.53%），净利润63.44亿元（同比+12.75%），结束了2022-2023年的连续下滑。核心产品酱油收入占比51.14%，毛利率44.7%，仍保持较高水平。 ◦ 新管理层战略调整：新任董事长程雪推动国际化战略，计划通过港股募资（约101亿港元）投入产能扩张、技术研发及海外市场拓展，目标3年内海外收入占比提升至15%。 2. 风险与挑战 ◦ 国内市场瓶颈：酱油渗透率接近天花板，叠加“双标门”事件后消费者信任修复仍需时间，竞争对手（如千禾、李锦记）持续抢占份额。 ◦ 海外扩张不确定性：当前海外收入占比仅7%，需突破供应链本土化、品牌认知度低等难题，与日本龟甲万（海外收入占比76%）差距显著。 二、估值与市场情绪 1. AH股溢价与估值对比 ◦ H股定价合理性：H股发行价36.3港元对应PE约28倍，较A股（动态PE约35倍）折价约20%。但港股消费板块整体承压，当前动态PE仍高于行业平均25倍。 ◦ 流动性折价风险：港股市场流动性较弱，且系统性风险（如恒指波动）可能传导至个股，需警惕短期波动。 2. 市场情绪与技术面 ◦ 短期情绪分化：暗盘大涨反映打新资金热情，但首日破发显示部分获利盘兑现及市场对长期增长存疑。 ◦ 技术支撑与压力：若股价站稳36港元（发行价附近），或形成短期支撑；中长期需突破40-42港元压力位以确认上行趋势。 三、后市策略与建议 1. 短期谨慎观望 ◦ 上市初期受情绪主导，叠加港股流动性","listText":"海天味业（03288.HK）于2025年6月19日在港股上市首日表现高开低走，暗盘阶段虽上涨12.4%至40.8港元，但正式交易后股价回落至36.25港元（截至10:26），较发行价36.3港元微跌0.14%。针对其后续投资价值，需从以下多维度综合分析： 一、基本面与业绩分析 1. 业绩修复与增长潜力 ◦ 2024年业绩回暖：公司2024年营收269.01亿元（同比+9.53%），净利润63.44亿元（同比+12.75%），结束了2022-2023年的连续下滑。核心产品酱油收入占比51.14%，毛利率44.7%，仍保持较高水平。 ◦ 新管理层战略调整：新任董事长程雪推动国际化战略，计划通过港股募资（约101亿港元）投入产能扩张、技术研发及海外市场拓展，目标3年内海外收入占比提升至15%。 2. 风险与挑战 ◦ 国内市场瓶颈：酱油渗透率接近天花板，叠加“双标门”事件后消费者信任修复仍需时间，竞争对手（如千禾、李锦记）持续抢占份额。 ◦ 海外扩张不确定性：当前海外收入占比仅7%，需突破供应链本土化、品牌认知度低等难题，与日本龟甲万（海外收入占比76%）差距显著。 二、估值与市场情绪 1. AH股溢价与估值对比 ◦ H股定价合理性：H股发行价36.3港元对应PE约28倍，较A股（动态PE约35倍）折价约20%。但港股消费板块整体承压，当前动态PE仍高于行业平均25倍。 ◦ 流动性折价风险：港股市场流动性较弱，且系统性风险（如恒指波动）可能传导至个股，需警惕短期波动。 2. 市场情绪与技术面 ◦ 短期情绪分化：暗盘大涨反映打新资金热情，但首日破发显示部分获利盘兑现及市场对长期增长存疑。 ◦ 技术支撑与压力：若股价站稳36港元（发行价附近），或形成短期支撑；中长期需突破40-42港元压力位以确认上行趋势。 三、后市策略与建议 1. 短期谨慎观望 ◦ 上市初期受情绪主导，叠加港股流动性","text":"海天味业（03288.HK）于2025年6月19日在港股上市首日表现高开低走，暗盘阶段虽上涨12.4%至40.8港元，但正式交易后股价回落至36.25港元（截至10:26），较发行价36.3港元微跌0.14%。针对其后续投资价值，需从以下多维度综合分析： 一、基本面与业绩分析 1. 业绩修复与增长潜力 ◦ 2024年业绩回暖：公司2024年营收269.01亿元（同比+9.53%），净利润63.44亿元（同比+12.75%），结束了2022-2023年的连续下滑。核心产品酱油收入占比51.14%，毛利率44.7%，仍保持较高水平。 ◦ 新管理层战略调整：新任董事长程雪推动国际化战略，计划通过港股募资（约101亿港元）投入产能扩张、技术研发及海外市场拓展，目标3年内海外收入占比提升至15%。 2. 风险与挑战 ◦ 国内市场瓶颈：酱油渗透率接近天花板，叠加“双标门”事件后消费者信任修复仍需时间，竞争对手（如千禾、李锦记）持续抢占份额。 ◦ 海外扩张不确定性：当前海外收入占比仅7%，需突破供应链本土化、品牌认知度低等难题，与日本龟甲万（海外收入占比76%）差距显著。 二、估值与市场情绪 1. AH股溢价与估值对比 ◦ H股定价合理性：H股发行价36.3港元对应PE约28倍，较A股（动态PE约35倍）折价约20%。但港股消费板块整体承压，当前动态PE仍高于行业平均25倍。 ◦ 流动性折价风险：港股市场流动性较弱，且系统性风险（如恒指波动）可能传导至个股，需警惕短期波动。 2. 市场情绪与技术面 ◦ 短期情绪分化：暗盘大涨反映打新资金热情，但首日破发显示部分获利盘兑现及市场对长期增长存疑。 ◦ 技术支撑与压力：若股价站稳36港元（发行价附近），或形成短期支撑；中长期需突破40-42港元压力位以确认上行趋势。 三、后市策略与建议 1. 短期谨慎观望 ◦ 上市初期受情绪主导，叠加港股流动性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447538715570496","isVote":1,"tweetType":1,"viewCount":33267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447534886855200,"gmtCreate":1750299960596,"gmtModify":1750303137684,"author":{"id":"4202126584029602","authorId":"4202126584029602","name":"好运爆彭","avatar":"https://static.tigerbbs.com/07bddfc773f5c322b6bf1494d1c4b506","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202126584029602","idStr":"4202126584029602"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 没走，走不了了[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a> 没走，走不了了[流泪]&nbsp;&nbsp;","text":"$海天味业(603288)$ 没走，走不了了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447534886855200","isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[]}