Core Viewpoint - The stock price of Giant Bio (02367) has experienced a decline of over 5%, currently trading at 37.62 HKD, with a transaction volume of 285 million HKD, indicating market concerns regarding its performance in the beauty sector [1] Group 1: Company Performance - According to data from Qingyan, the ranking of Kefu Beauty in Tmall's beauty promotion list has dropped from 5th place in 2023 to 20th place in 2025 [1] - Kefu Beauty, which previously ranked in the top 20 on Douyin's beauty list, has fallen out of the top 20 since June of this year [1] Group 2: Market Trends - Citigroup's previous research report indicated that the promotional strategy for Giant Bio's main products in Li Jiaqi's live streaming sessions has become more stringent, leading to a decrease in price attractiveness [1] - Data from Chanmama further supports this trend, showing that Kefu Beauty's GMV on Douyin from October 9 to 16 was between 50 million to 75 million HKD, a significant decline from over 100 million HKD in the same period last year [1]
港股异动 | 巨子生物(02367)盘中跌超5% 旗下可复美今年双十一排名下滑