报告指出，巨子生物旗下可复美与可丽金两品牌“双11”期间在多个线上平台的表现均十分亮眼，线上全渠道GMV 分别同比增长80%+和150%+。分平台来看，可复美在天猫、抖音、京东、唯品会分别同比增长50%+/100%+/200%+/100%+;可丽金在天猫、抖音、京东、唯品会分别同比增长100%+/500%+/200%+/100%+。该行认为，本次公司得以仍维持80%以上的增长得益于公司对于头部主播以及自播间建设有效的营销投入。Huge Biotechnology (02367) rose nearly 4% intraday, as of the time of writing, it increased by 3.88%, closing at HK$50.9, with a transaction value of 73.9355 million Hong Kong dollars.
According to the Securities Times APP, Huge Biotechnology (02367) rose nearly 4% intraday, increasing by 3.88% as of the time of writing, closing at HK$50.9, with a transaction value of 73.9355 million Hong Kong dollars.
Guoyuan International released research reports stating that during the 2024 November 11 shopping festival-related period, Huge Biotechnology's two major brands, Refaimei and Kelijin, once again achieved high growth. According to the company's November 11 shopping festival-related battle report (comparing October 8 to November 11, 2024 with the same period in 2023), Refaimei and Kelijin's online GMV increased by more than 80% and 150% respectively year-on-year. Refaimei's rapid growth is impressive, with an increase in growth rate compared to this year's June 18th promotion (GMV growth rate of over 60%). Continued bullish on the restructuring collagen industry and the high-speed growth of the company's cosmetics products. The bank believes that the rapid growth of the two major brands during the November 11 shopping festival-related period will support the company in achieving its annual profit target (with revenue and adjusted net income increasing by slightly over 40% and around 35% respectively).
The report points out that during the November 11 shopping festival-related period, the performance of Huge Biotechnology's two brands, Refaimei and Kelijin, on multiple online platforms was very outstanding, with online overall GMV increasing by over 80% and 150% respectively year-on-year. Looking at individual platforms, Refaimei saw an increase on Tmall, Douyin, jd.com, and Vipshop of over 50%+, 100%+, 200%+, 100%+ year-on-year; Kelijin saw an increase on Tmall, Douyin, jd.com, and Vipshop of over 100%+, 500%+, 200%+, 100%+ year-on-year. The bank believes that the company's ability to maintain growth of over 80% in this instance is due to the effective marketing investment in top anchors and self-broadcasting studios.
