智通财经APP获悉，毛戈平(01318)涨超9%，截至发稿，涨9.2%，报106.8港元，成交额2.78亿港元。
消息面上，双11大促拉开序幕，国货化妆品品牌已陆续预告双11大促促销机制，此外，李佳琦直播间将于10月15日晚开启预售。国泰海通证券指出，双11周期再度延长，多平台简化活动规则，缩短购买决策流程，关注板块催化旺季强产品势能、强品牌心智企业表现。双十一大促通常有利于品牌势能放大。重点推荐25年至今大单品、新品牌放量趋势显著的标的；稳健高增标的；预期筑底，有望迎来拐点。
摩根大通发布研报称，毛戈平凭借其25年的历史和差异化的消费者体验(一对一个性化化妆和护肤服务)，相信公司有重大机会增长，并将其在高端化妆品市场的市占率从目前的2%翻倍。该行相信，毛戈平的提升品牌权益、独特的线下营运提升渗透率、稳固的产品供应以及类别扩张，应驱动其2025至2027财年收入和盈利年均复合增长率(CAGR)达31%，超越同行的19%及16%。该行称，其近期的催化剂包括即将到来的双11活动。
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