智通财经APP获悉，广发证券发布研究报告称，维持巨子生物(02367)“买入”评级，预计2024-26年归母净利润21.20、26.58、31.74亿元，考虑重组胶原蛋白市场的强增势，予24年25倍PE估值，合理价值55.72港元。公司化妆品业务稳健，支撑当前市值，医美预期始终是额外期权。
12月5日，巨子生物旗下的“注射用重组胶原蛋白填充剂”获得优先审批，“该产品属于列入国家重点研发计划的医疗器械”。本次获批的为针对颈纹的重组胶原蛋白凝胶产品。
在医美领域，巨子生物目前的在研产品共有4款，分别是重组胶原蛋白液体制剂(水光)、重组胶原蛋白固体制剂(改善鱼尾纹)、重组胶原蛋白凝胶(针对中重度颈纹)和交联重组胶原蛋白凝胶(针对中重度法令纹)，医美矩阵丰富。
据蝉妈妈，11月可复美/可丽金抖音同增57%/615%，10+11月可复美/可丽金抖音同增195%/628%，品牌势能强势。9-11月抖音渠道焦点面霜占比11%/7%/9%，自3.31日焦点面霜上新以来7个月抖音GMV达1.52亿元。
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