财通证券：维持毛戈平(01318)“买入”评级美妆教育体系加速完善

智通财经2025-12-29

智通财经APP获悉，财通证券发布研报称，毛戈平(01318)是稀缺的国货高端品牌，基于高端渠道优质点位的顺利进驻及品牌复购率提升，验证品牌高端化形象升级。该行预计公司2025-2027年实现归母净利润12.04/15.83/20.25亿元，对应PE分别为32.9/25.0/19.6倍，公司坚持长期主义，看好高端品牌壁垒下持续拓展优质渠道与新品类的潜力，维持“买入”评级。财通证券主要观点如下：东方...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2595074502?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-29 15:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2595074502","market":"us","top_or_hot":-1,"title":"财通证券：维持毛戈平(01318)“买入”评级 美妆教育体系加速完善","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，财通证券发布研报称，毛戈平(01318)是稀缺的国货高端品牌，基于高端渠道优质点位的顺利进驻及品牌复购率提升，验证品牌高端化形象升级。该行预计公司2025-2027年实现归母净利润12.04/15.83/20.25亿元，对应PE分别为32.9/25.0/19.6倍，公司坚持长期主义，看好高端品牌壁垒下持续拓展优质渠道与新品类的潜力，维持“买入”评级。财通证券主要观点如下：东方...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1386464.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财通证券：维持毛戈平(01318)“买入”评级 美妆教育体系加速完善</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财通证券：维持毛戈平(01318)“买入”评级 美妆教育体系加速完善\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-29 15:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1386464.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，财通证券发布研报称，毛戈平(01318)是稀缺的国货高端品牌，基于高端渠道优质点位的顺利进驻及品牌复购率提升，验证品牌高端化形象升级。该行预计公司2025-2027年实现归母净利润12.04/15.83/20.25亿元，对应PE分别为32.9/25.0/19.6倍，公司坚持长期主义，看好高端品牌壁垒下持续拓展优质渠道与新品类的潜力，维持“买入”评级。财通证券主要观点如下：东方...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1386464.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"601108","symbol_name":"财通证券","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1386464.html","article_id":"2595074502","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2595074502","pubTimestamp":1766993181,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，财通证券发布研报称，毛戈平是稀缺的国货高端品牌，基于高端渠道优质点位的顺利进驻及品牌复购率提升，验证品牌高端化形象升级。此外12月毛戈平美妆教育与浙艺正式签署战略协议，正式成立浙江艺术职业学院毛戈平产业学院，将“让中国女性美起来”的事业初心与回馈桑梓的情谊深度融合，为品牌发展注入人文温度。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"601108":"财通证券","01318":"毛戈平"},"translate_title":"Caitong Securities: Maintain Mao Geping's (01318) \"buy\" rating and accelerate the improvement of the beauty education system","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601108":1.5,"01318":1.5},"content_text":"智通财经APP获悉，财通证券发布研报称，毛戈平(01318)是稀缺的国货高端品牌，基于高端渠道优质点位的顺利进驻及品牌复购率提升，验证品牌高端化形象升级。该行预计公司2025-2027年实现归母净利润12.04/15.83/20.25亿元，对应PE分别为32.9/25.0/19.6倍，公司坚持长期主义，看好高端品牌壁垒下持续拓展优质渠道与新品类的潜力，维持“买入”评级。财通证券主要观点如下：东方美学赋能全球，毛戈平逐步迈向世界舞台毛戈平品牌在10月初落地香港海港城首店后，近期于香港瑰丽酒店举办“美承东方·光影无界”启幕秀，以东方美学与现代光影艺术的融合盛宴，将品牌核心美学理念推向国际舞台，既是对全球渠道布局的深化，更以自主姿态在全球高端美妆叙事中传递东方美学价值。同时，11月14日毛戈平（海南）商贸有限公司在海口正式成立，此举或成为毛戈平布局全球的又一支点。此前公司在2025年中报中明确研发升级规划，拟设立总部研发基地并搭建海外研发中心，通过开发专有配方、联动国外科研机构提升产品功效，为全球化拓展提供核心产品力支撑。毛戈平美妆教育广州校区开业，加速完善美妆技术教育区域体系近日，毛戈平美妆教育全国第十所校区——广州校区于黄埔区生生广场正式开业，此次布局华南经济中心广州，既是品牌战略辐射的关键一步，也为其进一步整合区域资源、强化产业协同奠定了坚实基础。此外12月毛戈平美妆教育与浙艺正式签署战略协议，正式成立浙江艺术职业学院毛戈平产业学院，将“让中国女性美起来”的事业初心与回馈桑梓的情谊深度融合，为品牌发展注入人文温度。风险提示：行业竞争加剧风险；渠道拓展不及预期；产品孵化不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2595074502","isCrawlerRequest":true}

财通证券：维持毛戈平(01318)“买入”评级 美妆教育体系加速完善

精彩评论

财通证券：维持毛戈平(01318)“买入”评级美妆教育体系加速完善