智通财经APP获悉，巨子生物(02367)再跌超5%，较5月高点已跌近40%。截至发稿，跌5.02%，报53.85港元，成交额5.21亿港元。
消息面上，5月24日，社交媒体上出现了针对巨子生物可复美重组胶原蛋白修护次抛精华中重组胶原蛋白含量标签的质疑。巨子生物随后发表声明驳斥了上述观点，并于6月1日公布质疑巨子生物的美妆博主所依据的检测机构已发表道歉声明。6月9日，公司宣布，控股股东公自公告之日起3-6个月内增持公司股份金额不低于2亿元港币。
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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