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

Group 1 - Goldman Sachs has released a report listing the latest "Conviction Buy" (Select) list for the Asia-Pacific region, which now includes Mao Geping (01318) [1] - The report indicates that the overall cosmetics industry may face challenges in profitability due to rising online customer acquisition costs, diminishing channel transformation benefits, and increased tax burdens [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] Group 2 - The report has removed DISCO (6146.JP), China Resources Land (01109), and Reliance Industries (RELIANCE.US) from the "Conviction Buy" list [1]