本报讯 （记者矫月）2026年1月7日，毛戈平化妆品股份有限公司（以下简称"毛戈平"）自愿公告披露，该公司已与全球领 先的消费投资机构路威凯腾（L Catterton）签署战略合作框架协议，双方将在全球市场扩张、收购及战略投资、资本结构优 化、人才引进与治理四大领域深度协作，为品牌全球化布局注入重磅动能。 （编辑 黄力） 品牌建设层面，毛戈平持续深化东方美学差异化定位。三大重磅营销事件接连破圈："一带一路"主题"荒野之花"活动将东 方美妆与丝路文化深度绑定；上海豫园九曲桥"以梦为马 万象生辉"主题走秀，实现园林雅致与美妆艺术的沉浸式融合；以"马 踏飞燕+山海经"为灵感的限定皮影礼盒，创新性融合非遗元素与美妆产品，上市后迅速成为爆款，实现文化价值与市场价值双 赢。 2025年，毛戈平在香港海港城落地首家直营旗舰店，最新数据显示，2025年12月份该店经营数据持续攀升，人流量、客单 价及复购等指标表现优于预期。未来，毛戈平有望以香港为支点，进一步辐射东南亚及更广阔的海外市场。 此次合作的路威凯腾实力雄厚，作为全球领先的消费投资机构，其管理约390亿美元股权资本，在全球18个办公室部署200 余名投资与运营专家，自 ...

上市以来股价倍增，毛戈平家族拟集体减持"毛戈平"港股上市公司股票。 昨日(1月6日)晚间，登陆港股市场刚满一年的毛戈平(证券代码：01318.HK)发布自愿公告，披露其控股股东及多名执行董事计划减持公司股份。 △图源：雪球 公告显示，控股股东及执行董事毛戈平、汪立群、执行董事毛霓萍、毛慧萍、汪立华及宋虹佺因自身财务需求，拟在减持预披露公告发布之日起6个月 内，主要通过大宗交易方式，合计减持不超过1720万股公司H股股份，占公司已发行股份总数的3.51%。且从合规角度看，毛戈平此次减持时机符合港股 规则。 若以公告发布当日(1月6日)公司股票收盘价82港元/股计算，此次拟减持股份总市值高达约14.10亿港元。 | 毛戈平(HK:01318) 港殿通 可卖空 | 已添加 | W | HK$82.00 -0.75 -0.91% | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 9284 球友关注 | C2实时行情 | 已收盘 01-06 16:08:15 北京时间 | | | | | | | 今开:82.75 | 最高: 83.75 | 成交 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail industry is experiencing a transformation with a focus on emotional consumption and innovative product offerings, particularly in the jewelry and cosmetics sectors [6][33] - Companies like潮宏基 and毛戈平 are leveraging multi-channel strategies to enhance brand visibility and product sales, indicating a strong market presence [26][31] Summary by Sections Retail Market Overview - The retail index closed at 2462.73 points, with a weekly increase of 0.16%, underperforming the Shanghai Composite Index, which rose by 1.88% [5][15] - The retail sector has seen a year-to-date increase of 10.00%, lagging behind the Shanghai Composite Index's 18.26% rise [15][19] Company Highlights - **潮宏基**: Achieved a revenue of 62.37 billion yuan in the first three quarters of 2025, up 28.4% year-on-year, with a net profit of 3.17 billion yuan, reflecting a 0.3% increase [42] - **毛戈平**: Launched the "琉光赋活" skincare series, set to debut on January 1, 2026, focusing on high-end skincare needs [31] - **周大福**: Reported a revenue of 389.86 billion HKD for FY2026H1, a slight decrease of 1.1%, but with a net profit increase of 0.1% [39] Investment Themes - **Gold and Jewelry**: Focus on brands with differentiated product offerings and consumer insights, recommending潮宏基 and老铺黄金 as key players [6][33] - **Offline Retail**: Emphasis on companies adapting to market changes, with recommendations for永辉超市 and爱婴室 [6][33] - **Cosmetics**: Highlighting brands that innovate with emotional value and safe ingredients, recommending毛戈平 and珀莱雅 [6][34] - **Medical Aesthetics**: Targeting differentiated product manufacturers and expanding medical aesthetic chains, with recommendations for爱美客 and科笛-B [6][34]