智通财经APP获悉，毛戈平(01318)涨超6%，截至发稿，涨6.21%，报106港元，成交额2.55亿港元。
消息面上，毛戈平2024年实现收入人民币38.85亿元(单位下同)，同比增加34.61%；母公司拥有人应占利润8.81亿元，同比增加33.04%。分业务看，彩妆部分实现营收23.04亿元，同比增长42.04%，占总营收中的59.3%。年内，护肤品收入达14.28亿元，同比增长23.2%，于总营收中占比达到36.8%。
华西证券近期研报指出，毛戈平凭借创始人IP文化、专业化高端产品矩阵和国风审美定价权，及持续推进的高端渠道布局，在国货美妆市场中形成了独特的品牌文化护城河。在稀缺的竞争优势下，公司有望抢占更多高端市场份额，实现稳定成长。同时，公司持续拓展完善产品矩阵，除传统彩妆和护肤领域继续打造大单品外，亦逐步推出香水系列产品。该行认为，公司的竞争优势稀缺性和业绩成长的稳定性，有望持续享受估值溢价。
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