研报掘金丨华福证券：首予豪悦护理“买入”评级，自主品牌加快布局

格隆汇2025-07-08

格隆汇7月8日｜华福证券研报指出，豪悦护理为吸收性卫生用品制造龙头。近年加快自主品牌布局，目前拥有纸尿裤、成人纸尿裤、湿巾自主品牌，2024年公告收购湖北丝宝集团、旗下拥有洁婷卫生巾品牌，正式进军国内卫生巾自主品牌领域。2024年归母净利3.88亿元、同比-11.65%，25Q1营收、归母净利分别同比+42.42%、+5.67%。认为在行业产品结构升级、24年新生儿数量回升的背景下，同时外延产能...

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