港股异动 | 巨子生物涨超11%,控股股东增持50万股股份,花旗称市场对预售表现反应过度

智通财经
Oct 23

10月23日,巨子生物盘初张超11%,控股股东增持50万股股份。

消息面上,巨子生物公布,控股股东Juzi Holding于公告日通过市场共购入50万股公司股份,本次增持金额约1930万港元;自2025年6月9日披露增持计划以来,累计购入366.66万股,合计投入约1.78亿元港元。增持后Juzi Holding持股增至5.85亿股,占公司已发行总股数54.61%,后续将视市场状况及监管要求进一步增持。

花旗近期发布研报称,市场对巨子生物在双11首日在李佳琦直播带货时,预售表现下滑的反应过度。花旗称,虽然李佳琦的直播带货销售趋势,是双11表现的重要指标,但随着其他KOL及自家直播带货的成长,其贡献度急剧下降。尽管竞争激烈,但并未看到公司客户对其产品或品牌有负面回馈。鉴于今年基数较低,花旗预期巨子生物2026财年销售将恢复增长,估值仍具吸引力。

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