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泰國知名椰子水品牌if母公司IFBH(6603.HK)獲納入港股通
格隆匯 09-09 17:49
滬深交易所發佈公吿,調整港股通標的證券名單,其中,泰國知名椰子水品牌if的母公司IFBH(6603.HK)獲納入港股通,2025年09月08日起生效。IFBH成立於2013年,由泰國飲料製造商General Beverage分拆國際業務而來,總部設於新加坡,並將if即飲天然椰子水引入中國內地市場。公司的核心品牌為if及Innococo。if專注於提供天然健康的泰式飲料及食品,並針對各式各樣的消費者口味設計產品概念;Innococo則致力提供傳統運動功能飲品的健康替代選擇。據灼識諮詢報吿,按零售額計算,IFBH於中國內地椰子水飲料市場排名第一。IFBH此前發佈的中期財報顯示,2025年上半年實現總收益94.5百萬美元,同比增長31.5%,增速跑贏行業平均水平;毛利規模達31.8百萬美元,同比提升15.3%,毛利率維持在健康區間;經調整溢利淨額18.9百萬美元,同比增長13.9%,盈利質量穩步提升;經調整每股基本盈利0.084美元,同比增幅7.7%。從收入來源來看,椰子水業務成絕對主力,中國市場貢獻核心增量。期內,椰子水業務實現收益91.5百萬美元,同比大增33.3%,佔總收益比重高達96.9%,成為驅動公司增長的核心引擎。里昂在研報中指出,作為內地和香港市場的領導者,IFBH具備優勢可把握椰子水快速普及的機遇。認為相關品類在內地的滲透率仍有增長空間,而且公司在採購、產品質量和品牌價值等方面有競爭優勢,有望維持主導地位;公司也有可能進一步擴展線下業務,或進軍其他市場及相鄰產品領域。
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