智通财经APP获悉，JS环球生活(01691)盘中涨超24%，截至发稿，涨18.6%，报1.53港元，成交额1.43亿港元。
消息面上，微信小店正式开启“送礼物”功能灰度测试。国泰君安指出，小家电作为以旧换新并未充分受益的内需消费类板块，机构配置比例偏低，但整体行业竞争趋缓。目前多个品牌均已开通微信小店，具有送礼属性小家电品类最为受益。推荐专注高颜值类厨房类创新小家电的九阳股份等。
华兴证券此前指出，国内厨小电市场成熟，九阳分部短期承压。SN在亚太市场延续“多品类、多品牌、多渠道”发展策略，在日本持续本土化创新抢占吸尘器市场份额的同时，也导入需求已在欧美充分验证的便携式搅拌机与多功能美发棒等爆品，并顺利开拓韩国/澳洲等市场，推动亚太业务24年上半年营收大幅增长153%，带动整体营收快速增长33%，迅速发展为JS环球第二曲线。未来SN有望继续将欧美的成功经验与商业模式复制于亚太市场。
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