智通财经APP获悉,毛戈平(01318)涨超8%,截至发稿,涨7.94%,报112.8港元,成交额4.91亿港元。
消息面上,毛戈平今日将公布2024年度业绩。华西证券此前指出,毛戈平公司在普遍布局中低端市场的国货美妆中成功突围,建立起高端、专业的品牌形象,同时相比欧美品牌又更具性价比,在欧美品牌霸占的线下美妆专柜中立稳根基,线下专柜不仅是流量和产品逻辑,更是毛戈平的品牌逻辑,看好其在国风文化流行及消费升级的趋势下继续实现业绩突破。
华鑫证券表示,3月10日公司正式被纳入港股通标的,南向资金与被动指数基金的双重加持下,流动性有望显著提升。多轮促消费政策的利好下,新消费板块有望迎来资本市场的重新定价;“国货品牌”在新一轮消费升级浪潮中崛起,公司作为中国唯一进入高端美妆市场前十的本土品牌,将与新消费板块实现共振,打开上升空间。
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