智通财经APP获悉，JS环球生活(01691)最高涨超13%，该股早盘两笔大手成交，涉资1.57亿港元。截至发稿，涨9.15%，报1.55港元，成交额2.99亿港元。
消息面上，国泰君安近期指出，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。太平洋证券也认为，微信“送礼物”功能紧密结合微信的社交属性，庞大的用户群体带来天然需求，功能选择在节日较为集中的年末发布亦享受自然流量加持。看好九阳等率先布局自营微信小店的小家电品牌。
华兴证券此前表示，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。
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