智通财经APP获悉，毛戈平(01318)涨超9%，截至发稿，涨8.94%，报91.35港元，成交额2.01亿港元。
消息面上，申万宏源此前研报指出，双11国货天猫抖音登顶，毛戈平大步前进。25年双11进入销售爆发期，据蝉妈妈数据/天猫大美妆，毛戈平持续高增首次进入前20榜单。抖音渠道，毛戈平位列美妆榜第20位。毛戈平天猫抖音双渠道告捷，排位大步前进。建议关注产品与口碑持续破圈的毛戈平。
华创证券认为，毛戈平作为国货高端美妆标杆，品牌护城河深厚，彩妆与护肤双轮驱动增长稳健。公司成功拓展香氛品类，展现多品类矩阵化发展的潜力。线上渠道高速增长，线下渠道通过体验式服务巩固优势，双渠道协同发展健康。公司未来在SKU拓展和店效提升方面仍有较大空间，有望持续释放增长动能。
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