Core Viewpoint - The stock of Giant Bio (02367) has declined over 4%, reaching a new low of 47.92 HKD since January, with a current price of 48.1 HKD and a trading volume of 4.57 billion HKD [1] Group 1: Market Performance - The stock price of Giant Bio has dropped by 4.09% [1] - The trading volume for the stock is reported at 4.57 billion HKD [1] Group 2: Industry Trends - The "Double 11" shopping festival for 2025 is approaching, with a focus on cosmetics experiencing a seasonal slowdown in Q3 according to Zheshang Securities [1] - Data from Chan Mama indicates that the growth rate of key brands on Douyin has weakened in Q3, with Giant Bio's GMV increasing by 15% year-on-year, while its sub-brands, Kefu Mei and Keli Jin, saw increases of 5% and 78% respectively [1] Group 3: Company Developments - Giant Bio is focusing on the upcoming "Double 11" sales push in the second half of the year [1] - There are ongoing issues regarding the recombinant collagen products of Kefu Mei, with Huaxi Bio reporting that multiple third-party testing results show the recombinant collagen content does not meet standards, and these reports have been submitted to the National Medical Products Administration [1]
巨子生物逆势跌超4%创9个月新低 市场关注双十一可复美销情