智通财经APP获悉，巨子生物(02367)现跌超4%，截至发稿，跌4.03%，报58.35港元，成交额3.74亿港元。
消息面上，巨子生物在618促销期间遭遇负面新闻影响，旗下品牌“可复美”的产品被指重组胶原蛋白含量远低于产品标识。汇丰发布研报称，产品负面新闻导致公司增长可见度降低，相应将其2025至2027年盈利预测下调6%，目标价从81.9元下调至74.6元。
该行指出，巨子生物管理层仍维持2025年收入增长25%至28%及净利润增长21%至24%的目标，期望下半年销售能弥补618期间的逊色表现。但该行认为负面影响是否能在下半年完全消除，尚待观察，预计可复美品牌下半年的增长可能较现时的指引低10%，因此将2025年收入及净利润预测分别下调4.7%及6.1%，预计全年净利润将增长15.9%至23.91亿元人民币，较市场预期低4.5%。该行仍维持“买入”评级，认为巨子生物的增长潜力较国内同业优胜。
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