异动解读｜毛戈平盘中上涨6.65%，知名基金经理一季报将其列为第一大重仓股

行情直击07-02

7月2日，毛戈平盘中上涨6.65%，报55.3港元，成交额7766.34万港元。

消息面上，博道基金孙文龙旗下基金近日公布一季报，综合持仓显示毛戈平位列第一大重仓股，引发市场关注。此外，高盛此前发布618美妆行业追踪报告，指出本轮618期间中国本土高端品牌展现出更强增长弹性，毛戈平被列为最具代表性的增长案例之一。基本面方面，公司2025年收入达50.5亿元，同比增长30.0%；归母净利润12.04亿元，同比增长36.73%，利润增速领先收入增速，盈利弹性持续释放。多家券商维持"买入"评级，东吴证券上调公司2026至2027年归母净利润预测至15.8亿元及20.5亿元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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