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研報掘金丨國海證券:維持穩健醫療“買入”評級,認爲公司醫療+消費有望持續放量

國海證券研報指出,穩健醫療棉柔巾維持貨架電商平臺榜首,衛生巾增速亮眼。根據蟬媽媽平臺數據,抖音渠道全棉時代品牌6.1-6.15期間GMV同比+33%;抖音渠道奈絲公主品牌6.1-6.15期間GMV同比+204%。根據久謙平臺數據,5月衛生巾品類奈絲公主天貓/京東排名8/5名、洗臉巾品類全棉時代天貓/京東排名1/1名,貨架電商發展穩中提升。公司醫療+消費雙賽道具備協同優勢,穩健醫療、全棉時代雙品牌成長空間可期,隨着疫情影響下醫療板塊高基數影響逐漸消退,線上公域私域渠道佈局領先,線下店效有望穩步提升。該行認爲公司醫療+消費有望持續放量,維持“買入”評級。

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