智通财经APP获悉，科笛-B(02487)盘中涨超18%，截至发稿，涨14.65%，报7.28港元，成交额3094.44万港元。
消息面上，方正证券此前研报指出，公司为快速成长的泛皮肤病治疗及护理市场新锐，以商业化为导向以创新为核心驱动。米诺地尔系列产品及功效护肤品牌欧玛商业化先行突破放量，当前快速转向多矩阵迭代，25年将为重磅管线外用米诺环素、外用非那雄胺、麻膏落地的重要节点，公司短期商业化驱动强势高增叠加长期研发端高壁垒领先，预计2025-2026年收入约6/10亿元，当前估值处于低位叠加新管线增量，关注管线获批的弹性机会。
财信证券认为，长期来看，行业渗透率提升、轻医美化率提升、国产替代率提升逻辑延续，持续看好医美板块未来成长空间。开源证券表示，长期看医美“渗透率+国产化率+合规化程度”多维提升逻辑未变，率先布局差异化管线的医美上游厂商有望抢占消费者心智高地，建议关注重组胶原蛋白、再生类、毛发类赛道；此外下游医美机构也有望在长尾出清和上游产品丰富背景下，实现市占率和盈利能力的同步提升。重点推荐科笛等。
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