高盛：亚太区确信买入名单(精选版)加入毛戈平(01318) 剔出华润置地(01109)

Group 1 - Goldman Sachs has included Mao Geping (01318) in its latest "Conviction Buy" list for the Asia-Pacific region, while removing DISCO (6146.JP), China Resources Land (01109), and Reliance Industries (RELIANCE.US) [1] - The overall cosmetics industry is facing challenges due to rising online customer acquisition costs, diminishing channel transformation benefits, and increased tax burdens, which may impact profitability [1] - Despite industry challenges, Mao Geping is expected to outperform the market, with projected compound annual growth rates for sales and net profit reaching 23% and 22% respectively from 2025 to 2027 [1]