Core Viewpoint - Giant Bio (02367) reported strong financial performance in the first half of the year, with revenue and profit growth exceeding expectations, leading to a positive market reaction with a stock price increase of over 5% [1] Financial Performance - Revenue for the first half of the year was approximately 3.113 billion yuan, representing a year-on-year increase of 22.5% [1] - Profit attributable to shareholders was around 1.182 billion yuan, showing a year-on-year growth of 20.2% [1] Analyst Insights - Bank of America upgraded revenue forecasts for the brand Kefu Mei based on the strong performance in the first half and robust online sales in July, adjusting total revenue forecasts for 2025 to 2027 upwards by 1.9% each [1] - CICC's monitoring data indicated that Kefu Mei's GMV growth on Douyin during July and August exceeded 50%, with high repurchase rates, suggesting limited impact on loyal customers [1] - Despite short-term impacts on influencer live streaming, recovery is underway, with Douyin's influencer broadcast share rising to approximately 23% during the industry off-season in July and August [1] - Anticipation of increased marketing activities leading up to the Double Eleven shopping festival is expected to drive a quick recovery in customer acquisition and brand growth momentum [1]
港股异动 | 巨子生物(02367)早盘涨超5% 短期事件影响逐步消退 机构看好双11旺季达人直播恢复