Group 1 - The core viewpoint of the article indicates that 巨子生物 (Giant Bio) is experiencing significant sales pressure during the Double Eleven shopping festival, with a notable decline in sales for its Comfy brand on platforms like Tmall and Douyin, down 20% and 50% year-on-year respectively [1][1][1] - 招银国际 (CMB International) has revised its revenue growth forecast for the company for 2025/26 down to -3.5% and 13.6% due to short-term pressures on 可复美 (Kefumei) [1][1][1] - 中信证券 (CITIC Securities) has also adjusted its revenue and profit forecasts for 2025, citing the impact of the industry environment and corporate operational decisions on sales performance during Double Eleven [1][1][1] Group 2 - Despite the current challenges, the company possesses solid brand assets and operational structural highlights, indicating potential for future growth [1][1][1] - The company has a clear short, medium, and long-term strategy, with 可复美 aiming for a revenue target of 10 billion and a well-defined plan across products, operations, and channels [1][1][1] - 可丽金 (Kailijin) is expected to launch new products while undergoing brand rejuvenation, with the potential to create a second OTC blockbuster brand [1][1][1]
巨子生物再跌超3% 可复美短期承压 多家机构下调公司业绩预测