智通财经APP获悉，毛戈平(01318)涨近4%，截至发稿，涨3.71%，报102.8港元，成交额1.03亿港元。
消息面上，5月13日，2025年“618”大促活动正式拉开帷幕。国泰海通证券指出，2024及25Q1美护板块结构性机会突出，看好美妆个护公司产品创新下的长期成长性，618各平台延长大促周期、玩法简化、加码扶持商家，国货发力产品创新升级、优化运营矩阵，品牌有望实现多点爆发。该行指，成分创新和情感价值下细分赛道有望高增，推荐品牌驱动的高端国货毛戈平等。
华西证券此前指出，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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