港股异动 | 友宝在线(02429)盘中涨超20% 较招股价已涨超73% 机构看好自动售货机市场发展潜力
友宝在线(02429)盘中涨超20%，盘中高见17.98港元，较招股价10.35港元已涨超73%，截至发稿，涨12.12%，报16.62港元，成交额1112.84万港元。
安信国际此前点评称，友宝是中国最大的自动售货机运营商，2022年市占率约7.6%。公司20年和22年受疫情影响收入有下滑，21年和23年的销售有所恢复。该行认为，自动售货机市场发展潜力大。2022年自动售货机市场规模为289亿元，年复合增速17%，预期未来还将保持较快增长。
此外，该行指出其存在一定风险，如零售行业竞争较为激烈，准入门槛较低。这导致点位的质量对于公司来说至关重要，而这非常依赖于点位合伙人的选择以及日常运营。公司尚未实现盈利。竞争激烈也导致用于点位维护的费用高企，吃掉了几乎所有毛利。公司如何实现盈利还未有定数，未来发展仍存在不确定性。
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