智通财经APP获悉，巨子生物(02367)涨超4%，截至发稿，涨4.71%，报60.05港元，成交额4.01亿港元。
消息面上，招银国际认为，尽管舆情导致了短期线上销售增长势头减弱，但5-6月份的销售表现体现了在极端环境下，公司仍有较强的销售韧性，帮助我们验证了公司在减少对于达人直播依赖的情况下，品牌内生流量的韧性。展望未来，该行认为，可复美和可丽金的强大的产品力，优秀的使用体验是销售复苏的基础。7月以来，李佳琦、朱梓骁等头部主播已恢复直播可复美产品，展示了头部主播对于品牌的认可。随着公司逐步恢复达播频次、加大推广力度，该行预计销售额将逐步复苏。
花旗此前指出，巨子生物于6月24日的业绩电话会中定下了积极基调，维持2025年目标不变。且管理层有信心在2025年下半年弥补618促销活动期间短期挫折带来的损失。该行认为，618活动结束后，KOL合作的恢复以及产品退货的正常化是初步的积极迹象，而2025年第3季对于衡量复苏步伐将更为关键。该行结束对其30天的负面催化剂观察，维持“买入”评级，并下调集团估价及目标价。
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