港股异动 | JS环球生活(01691)涨近20% 近期获董事长大手增持 机构看好未来SN亚太业务

智通财经
03 Feb

智通财经APP获悉,JS环球生活(01691)涨近20%,截至发稿,涨19.57%,报2.2港元,成交额9572.34万港元。

消息面上,根据香港联交所披露的文件,1月15日,董事长兼首席执行官王旭宁增持JS环球生活2.66亿股,价值约4.04亿港元。1月23日,王旭宁增持JS环球生活1.4亿股,价值约2.23亿港元。两次增持后,持仓比例已升至70.86%。值得一提的是,公司同业Vesync此前公告称,获大股东旗下的公司以协议安排方式提出私有化,现金作价为每股5.6港元,较公司停牌前收盘价有33.3%的溢价。

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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