智通财经APP获悉，JS环球生活(01691)午后涨超8%，截至发稿，涨7.91%，报1.5港元，成交额1.05亿港元。
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。
华兴证券此前指，国内厨小电市场成熟，但SN亚太未来颇具想象空间。该行表示，随前期费用投入逐步变现、Shark平躺洗地机等新品贡献更多增量，以及九阳下半年为SN代工更多新品，预计2024年九阳分部整体营收同比增长18.0%至14.0亿美元（剔除采购业务，下同）。该行认为，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，对其亚太业务未来2-4年实现4-7亿美元零售额的指引抱有信心，预计24年SN亚太业务营收同比增长75.0%至2.7亿美元，带动整体营收同比增长21.4%至17.3亿美元（包括采购业务）。
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