智通财经APP获悉，蓝月亮集团(06993)再涨超4%，近三个交易日股价累涨逾一成。截至发稿，涨4.04%，报3.35港元，成交额457.55万港元。
消息面上，蓝月亮近日公布，预计2024年收入实现85亿港元，同增16%；毛利率将保持平稳在约61%。中金指出，分渠道看，线上：公司于抖音等直播电商加大至尊浓缩洗衣液推广力度，公司公告2024年新电商渠道销售额同增2.1倍，天猫、京东等传统电商公司持续深耕，洗衣液市场份额维持高位；线下：分销渠道中，公司推动渠道下沉及经销商网络建设，预计分销渠道经营稳健成长。
该行续指，公司公告2024 年毛利率预计实现61%，对应1H24/2H24 毛利率分别为59%/62%，该行认为主因至尊浓缩洗衣液销售推广带动产品结构优化。费用端，公司依托抖音等直播电商高效推广浓缩洗衣液新品，在消费者洗衣教育的同时实现销售转化，预计公司2H24投放效率环比或实现较大提升，带动销售费用率高位回落。预计随至尊浓缩洗衣液品类教育推进、新电商运营提效等持续推进，公司后续盈利能力有望持续改善。
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