智通财经APP获悉，卡罗特(02549)涨超7%，截至发稿，涨7.17%，报5.68港元，成交额490.1万港元。
国泰君安研报指出，公司有丰富的历史经验积累、清晰的产品开发架构、美学及本土化团队配置，产品开发能力居业内翘楚，国内首推麦饭石系列；产品矩阵丰富、品牌势能强、性价比优势突出、推进线下渠道，超2500 个sku覆盖炊具/厨房器具/饮具等多品类；灵活的轻资产供应链类SHEIN 模式，推进海外供应链建设，上新速度及周转效率超越同行。
招银国际表示，卡罗特在中国增长迅速，抢占市场份额，特别是淘宝和天猫。同时，公司在海外市场增速更快，原因是其受欢迎程度持续上升，海外扩展更有利于利润率提升，加上西欧和日本市场仍具较大增长空间。该行预计卡罗特的主要增长动力为海外品牌销售的快速增长；在沃尔玛和TikTok等平台的扩展和销售增长。
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