智通财经APP获悉，巨子生物(02367)再跌超4%，较5月高点已跌超40%。截至发稿，跌4.39%，报50.05港元，成交额4.39亿港元。
消息面上，近期，医美行业中围绕“重组胶原蛋白”的探讨引发广泛关注。美妆博主“大嘴博士”郝宇此前对巨子生物提出技术质疑，使争议进一步发酵。针对近期争议，华熙生物在回应媒体采访时强调，公司坚决反对在成分命名上玩“名称游戏”，并否认相关举措存在“商战”动机。
高盛发布研报称，在近期社交媒体质疑可复美重组胶原蛋白修护次抛精华的实际胶原蛋白含量过低之后，将巨子生物2025-27年销售额/净利润预测下调了7-8%/9-12%，因为最新追踪数据显示618购物节期间的销售情况弱于预期，可能是受到了上述新闻的影响。该行表示，尽管近期问题致使短期内增长推迟/放缓，但预计上行周期将在中长期内保持完好。潜在的利好推动因素包括：高频线上数据回暖；获得医美业务许可证。
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