港股异动 | 不同集团(06090)反弹超32% 机构称用户开拓+品类开发+全球化有望驱动后续增长

智通财经
Jan 06

智通财经APP获悉,不同集团(06090)反弹超32%,截至发稿,涨20.66%,报80港元,成交额1267.01万港元。

招商证券发布研报称,不同集团作为中高端母婴用品品牌,品牌定位清晰、产品开发能力强、渠道开拓能力强的优势,海外市场扩张打开后续成长空间,以中产及高净值人群为目标用户画像,通过婴童推车&婴儿床&安全座椅等明星产品打造高端耐用的母婴品牌定位,延伸产品线至婴童护理以及喂养等高频高复购品类。携手小红书意见领袖快速提升品牌势能,多渠道共同发力。

中信建投指出,公司后续看点在于更多家庭CFO数量增长、推出更多SKU 达到用户ARPU值的增长。目前客户数量仍在快速增长中,公司在用户群上仍有开拓空间;凭借模块化设计思路继续扩充产品矩阵带动单用户价值的扩大,满足家庭CFO更多消费场景需求;公司24年起布局全球,伴随供应链完善和海外渠道建立有望提供增量。

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