港股JS环球生活(01691)在盘中一度大涨超过13%至1.63港元,最终收报1.59元,涨幅高达15.49%,涉资1.57亿元大手买盘。
分析指出,JS环球生活大涨与市场对小家电行业前景的看涨有关。近期多家券商看好小家电行业未来发展前景,如国泰君安指出,小家电正借助微信"送礼物"功能受益。此外,九阳等率先布局微信小店的小家电品牌或将最先获益。
同时,市场预期JS环球生活旗下九阳品牌可能推出新产品,如Shark平躺洗地机等,有利于业务增长。未来SN也有望将成功经验复制于亚太市场,推动亚太业务持续高增长。华兴证券预计,2024年九阳分部营收增长18%至14亿美元。
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