智通财经APP获悉，毛戈平(01318)涨超5%，截至发稿，涨5.33%，报90.9港元，成交额1.55亿港元。
里昂发布研报称，引述毛戈平管理层预计，受惠于双十一促销及强劲的12月表现，上季公司线上及线下销售分别同比增长40%以上和约20%，同时有两间高端门店的开业。到2025年底，线下会员人数按年增约25%至600万。
该行指出，毛戈平计划在2026年第一季推出多元化产品。中期来看，管理层预计自2026年起，基于销量的增长，线上和线下的销售分别增长35%和20%。根据毛戈平管理层表述，公司线下同店销售增长应能维持在低十位数水平，而毛利率和营业利润率将保持稳定，净利润率可保持在逾20%。公司预计到2028年销售将达到100亿元人民币，意味着2024年至2028年的复合年增长率为27%。
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