美银证券:微升巨子生物(02367.HK)目标价至79.5港元 重申“买入”评级

智通财经
Aug 29, 2025
【美银证券:微升巨子生物(02367.HK)目标价至79.5港元 重申“买入”评级】智通财经APP获悉,美银证券发布研报称,巨子生物(02367.HK)上半年业绩略超预期,总收入31.13亿元人民币,同比增长22.5%。该行基于上半年表现及今年7月强劲的线上表现,上调公司旗下品牌可复美(Comfy)的收入预测,并将2025至2027年的总收入预测各上调1.9%。此外,因巨子生物的直播收入贡献降低,下调2025年销售费用比率;将2025至207年每股盈利 预测分别上调2%、1.7%及1.7%。对其目标价由79港元微升至79.5港元,重申“买入”评级,因为重组胶原蛋白产品的增长可见度高。

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