智通财经APP获悉，毛戈平(01318)涨超6%，截至发稿，涨6.51%，报96.5港元，成交额6950.92万港元。
消息面上，申万宏源近日研报指出，25年双11大促经历1个月左右的促销周期，于11月11日左右落下帷幕，本轮大促结合天猫战报及蝉妈妈数据，预计毛戈平抖音天猫双渠道稳健增长，天猫李佳琦首日出现售罄，印证较高人气度。在9月双11抢跑及多平台竞争等背景下，毛戈平等10月稳健增长，奠定Q4业绩，建议关注。
开源证券认为，国货品牌立足文化根基，精准捕捉“情绪红利”提升市场份额；在消费者心智迭代及产品创新变革背景下，基于情绪价值和安全成分创新两个核心维度，关注“地域+科技”叙事升级、敏感肌抗衰、国潮彩妆和嗅觉经济等细分赛道机会。
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