巨子生物(02367)今日盘中大涨5.02%,报61.750港元,成交额330万港元。
消息面上,花旗银行近期行业调研认为,目前尚未看到化妆品需求复苏的迹象,预计未来一年行业形势严峻。但看好巨子生物等本土企业有望继续从外国品牌手中夺取市场份额。
花旗指出,巨子生物在应用于大规模生产重组胶原蛋白的合成生物技术方面处于领先地位,得益于政策支持和抗衰老需求,其重组胶原蛋白产品生命周期比预期更长。重组胶原蛋白等功能性成分是巨子生物产品的核心,通过与网红合作等方式加强了品牌科学可信度和营销力度,形成了一定壁垒。综合来看,花旗给予巨子生物61港元的目标价,认为其更快的增长前景获得充分体现。
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