智通财经APP获悉,蓝月亮集团(06993)再涨近5%,近一周股价累涨逾两成。截至发稿,涨4.75%,报3.75港元,成交额737.18万港元。
消息面上,蓝月亮此前公布,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,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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