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巨子生物
78.750
-2.050
-2.54%
手动刷新
成交量:
200.35万
成交额:
1.59亿
市值:
843.41亿
市盈率:
34.92
高:
82.200
开:
82.200
低:
78.350
收:
80.800
数据加载中...
总览
公司
新闻
公告
巨子生物2024年年报点评:可复美高增、品类拓展,可丽金调整可期,成长空间广阔【民生零售|公司点评】
零售新研究
·
03-31
巨子生物:2024年公司收入达55.4亿元,同比增长57%
市场资讯
·
03-31
【国元研究】巨子生物(2367.HK)2024年年报点评——大单品驱动收入利润高增,新品布局稳步推进
国元研究
·
03-29
巨子生物营收超50亿元,打开重组胶原蛋白市场一个可复美就够了?
动脉网
·
03-28
【券商聚焦】东吴证券维持巨子生物(02367)“买入”评级 指其品牌力和产品力领先 未来拓展肌肤焕活可期
金吾财讯
·
03-28
与薇娅深度绑定,巨子生物财报亮眼难掩“拿证”无进展
财中社
·
03-28
【大行评级|花旗:上调巨子生物目标价至78.1港元 维持“买入”评级】花旗发表研报指,巨子生物2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,净利润目标增长21%至24%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。该行将巨子生物目标价由68.2港元上调至78.1港元,维持“买入”评级。
金融界
·
03-28
巨子生物(2367.HK)2024年年报点评:大单品驱动收入利润高增 新品布局稳步推进
国元证券
·
03-28
巨子生物去年业绩暴增,但八成多依赖可复美,研发占比下滑
南方都市报
·
03-27
花旗:巨子生物去年净利润增长符预期 升目标价至78.1港元
新浪港股
·
03-27
花旗:巨子生物(02367)去年净利润增长符预期 升目标价至78.1港元
智通财经
·
03-27
《大行》花旗:巨子生物(02367.HK)去年净利润增长符预期 升目标价至78.1元
阿斯达克财经
·
03-27
高盛:升巨子生物目标价至72港元 重申“买入”评级
新浪港股
·
03-27
高盛:升巨子生物(02367)目标价至72港元 重申“买入”评级
智通财经
·
03-27
异动解读 | 巨子生物盘中大跌6.03%,南向资金连续减持或为主因
异动解读
·
03-27
巨子生物(02367)2024年净利同比增长42.1% 拟派末期股息及特别股息合计1.1942元人民币
金吾财讯
·
03-26
巨子生物(02367)发布年度业绩 股东应占溢利20.62亿元 同比增加42.1% 持续加大研发投入
智通财经
·
03-26
巨子生物03月26日获主力加仓24万元
市场透视
·
03-26
巨子生物03月21日主力净流出628万元 散户资金买入
市场透视
·
03-21
国联民生证券:社服顺周期回升趋势显现 IP+、AI+创造新机遇
智通财经
·
03-20
更多
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16:35","pubTimestamp":1743150900,"startTime":"0","endTime":"0","summary":"巨子生物2024年财报显示,其收入增长57.2%至55.39亿元,净利润增长42.2%至20.62亿元,连续六年实现营收增长。这主要得益于市场需求的加速释放和企业经营战略的成功实施。巨子生物通过丰富产品矩阵和全渠道布局,进一步巩固了其市场地位。核心品牌可复美在医疗器械系列和功效护肤系列中均表现优异,特别是在天猫伤口敷料类目和医用敷料热卖榜上蝉联第一。在线上,巨子生物利用电商平台和社交平台进行营销推广,实现了显著的销售增长;线下则深耕医疗院线和药店渠道,并在CS/KA连锁、百货等开设门店,增强了品牌影响力。这些举措共同推动了巨子生物在重组胶原蛋白市场的领先地位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164815972657cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328164815972657cb&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02367"],"gpt_icon":0},{"id":"2522513896","title":"【券商聚焦】东吴证券维持巨子生物(02367)“买入”评级 指其品牌力和产品力领先 未来拓展肌肤焕活可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2522513896","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522513896?lang=zh_cn&edition=fundamental","pubTime":"2025-03-28 13:55","pubTimestamp":1743141343,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东吴证券发研指,巨子生物 24年营收55.4亿元,归母净利润20.6亿元,经调整净利润21.5亿元,经调整项主要为股权激励费用。可丽金定位抗老抗衰,与可复美的修复赛道形成差异化布局,新品胶卷面霜增长势头向上。该行表示,公司是我国重组胶原领域引领者,品牌力和产品力领先,未来拓展肌肤焕活可期。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1956181","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["601555","02367"],"gpt_icon":0},{"id":"2522594830","title":"与薇娅深度绑定,巨子生物财报亮眼难掩“拿证”无进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2522594830","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522594830?lang=zh_cn&edition=fundamental","pubTime":"2025-03-28 12:49","pubTimestamp":1743137340,"startTime":"0","endTime":"0","summary":"截至2024年末,巨子生物现金及现金等价物增至40.30亿元,较2023年25.04亿元同比增长61%,彰显财务稳健。巨子生物对此亦心知肚明。原料成本与竞品冲击,医美“拿证”无进展重组胶原蛋白是巨子生物的核心竞争力,但原料成本下降正动摇其高定价优势。巨子生物“进军医美”的口号已喊了数年,宣称储备四款Ⅲ类重组胶原针剂,两款预计2024年二季度获批,但至今无进展。巨子生物暂未回应降价计划,其技术领先优势恐被稀释。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032812503897261791&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032812503897261791&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02367"],"gpt_icon":0},{"id":"2522564940","title":"【大行评级|花旗:上调巨子生物目标价至78.1港元 维持“买入”评级】花旗发表研报指,巨子生物2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,净利润目标增长21%至24%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。该行将巨子生物目标价由68.2港元上调至78.1港元,维持“买入”评级。","url":"https://stock-news.laohu8.com/highlight/detail?id=2522564940","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522564940?lang=zh_cn&edition=fundamental","pubTime":"2025-03-28 10:27","pubTimestamp":1743128829,"startTime":"0","endTime":"0","summary":"花旗发表研报指,巨子生物2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,净利润目标增长21%至24%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。该行将巨子生物目标价由68.2港元上调至78.1港元,维持“买入”评级。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/28102749103829.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["02367"],"gpt_icon":0},{"id":"2522549391","title":"巨子生物(2367.HK)2024年年报点评:大单品驱动收入利润高增 新品布局稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2522549391","media":"国元证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522549391?lang=zh_cn&edition=fundamental","pubTime":"2025-03-28 00:00","pubTimestamp":1743091200,"startTime":"0","endTime":"0","summary":"事件:公司发布2024 年年度报告。可复美胶原棒势能延续,焦点系列有望快速放量,新品布局稳步推进分品牌来看,24 年可复美实现收入45.4 亿元,同比增长62.9%。明星产品胶原棒势能延续,健康的用户拉新和复购驱动增长,24年天猫+抖音双渠道GMV 近24 亿。新品焦点系列聚焦皮肤亚状态人群,定位差异化,核心单品焦点面霜上新9 个月实现天猫+抖音2.77 亿GMV。公司持续加强线上多平台人群破圈与场景运营,24 年可复美抖音GMV18 亿元,同比翻番增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328163636a6a72ca9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250328163636a6a72ca9&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1207","02367","LU2488822045.USD"],"gpt_icon":0},{"id":"2522830913","title":"巨子生物去年业绩暴增,但八成多依赖可复美,研发占比下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2522830913","media":"南方都市报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522830913?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 21:12","pubTimestamp":1743081131,"startTime":"0","endTime":"0","summary":"3月27日,巨子生物发布2024年业绩公告。不过,巨子生物对可复美这一单一品牌的依赖度进一步上升,后者贡献了八成以上的收入。招引国际分析巨子生物业绩的研报中提到,2024年,可复美和可丽金在猫淘、京东、抖音的GMV共计达54亿元,同比增长57%。另外,在大部分国货美妆都在提高研发比例的当下,巨子生物2024年的研发成本占总收入的占比竟然在下降。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327213652a4440b38&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250327213652a4440b38&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02367","BK1207","LU2488822045.USD"],"gpt_icon":0},{"id":"2522634042","title":"花旗:巨子生物去年净利润增长符预期 升目标价至78.1港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522634042","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522634042?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 17:23","pubTimestamp":1743067380,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 花旗发布研报称,巨子生物(02367)2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行将巨子生物目标价由68.2港元上调至78.1港元,维持“买入”评级。\n 该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,略低于预期的30%;净利润目标增长21%至24%,略低于预期的25%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:史丽君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-inerauep8063604.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02367"],"gpt_icon":0},{"id":"2522834471","title":"花旗:巨子生物(02367)去年净利润增长符预期 升目标价至78.1港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522834471","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522834471?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 16:46","pubTimestamp":1743065171,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,巨子生物(02367)2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行将巨子生物目标价由68.2港元上调至78.1港元,维持“买入”评级。该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,略低于预期的30%;净利润目标增长21%至24%,略低于预期的25%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268924.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02367"],"gpt_icon":0},{"id":"2522234958","title":"《大行》花旗:巨子生物(02367.HK)去年净利润增长符预期 升目标价至78.1元","url":"https://stock-news.laohu8.com/highlight/detail?id=2522234958","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522234958?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 16:10","pubTimestamp":1743063000,"startTime":"0","endTime":"0","summary":"花旗发表研报指,巨子生物(02367.HK) 2024财年净利润增长42%,符合预期;收入增长57%,超出预期,抵销了较高的销售与分销费用。该行提及,巨子生物管理层目标于2025财年实现收入增长25%至28%,略低于预期的30%;净利润目标增长21%至24%,略低于预期的25%。此外,管理层对今年首季表现感到满意,特别是妇女节促销,令管理层对实现全年目标有信心。该行将巨子生物目标价由68.2元上调至78.1元,维持“买入”评级。(js/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-27 12:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20221209170600934_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20221209170600934_s.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1428854/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02367"],"gpt_icon":0},{"id":"2522701310","title":"高盛:升巨子生物目标价至72港元 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2522701310","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522701310?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 15:27","pubTimestamp":1743060420,"startTime":"0","endTime":"0","summary":" 高盛发布研报称,巨子生物去年下半年业务继续超出预期,将其2025至2027财年净利润预测微调不足1%,目前料今年销售及净利润同比增长28%与24%,至71亿及25.5亿元人民币。该行对其目标价由64港元上调至72港元,重申“买入”评级。 报告显示,公司销售及净利润各同比增长56%与38%,超过该行预期8%与2%,并较市场预期高9%及5%。该行认为公司派息率达60%带来正面惊喜,意味着股息率达2%。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-27/doc-inerapwk5143710.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02367"],"gpt_icon":0},{"id":"2522314169","title":"高盛:升巨子生物(02367)目标价至72港元 重申“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2522314169","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522314169?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 14:29","pubTimestamp":1743056998,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,高盛发布研报称,巨子生物(02367)去年下半年业务继续超出预期,将其2025至2027财年净利润预测微调不足1%,目前料今年销售及净利润同比增长28%与24%,至71亿及25.5亿元人民币。该行对其目标价由64港元上调至72港元,重申“买入”评级。报告显示,公司销售及净利润各同比增长56%与38%,超过该行预期8%与2%,并较市场预期高9%及5%。去年收入与净利润分别同比升57%及42%,亦均超出管理层的最新指引,分别高出该行预测4%和1%,及较市场预期高5%与3%。该行认为公司派息率达60%带来正面惊喜,意味着股息率达2%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1268802.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02367"],"gpt_icon":0},{"id":"1150492940","title":"异动解读 | 巨子生物盘中大跌6.03%,南向资金连续减持或为主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1150492940","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150492940?lang=zh_cn&edition=fundamental","pubTime":"2025-03-27 09:52","pubTimestamp":1743040369,"startTime":"0","endTime":"0","summary":"港股上市公司巨子生物今日盘中大跌6.03%,引发市场关注。此次股价下跌可能与近期南向资金持续减持有关。截至3月26日收盘,港股通共持有巨子生物14376.19万股,占流通股的13.88%。数据显示,该股近5个交易日下跌3.34%,港股通累计减持171.64万股;而在近20个交易日内,该股上涨8.54%,但港股通累计减持高达857.95万股。投资者应密切关注该公司后续发展及资金流向变化,谨慎评估投资风险。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"异动解读 | 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