研報掘金丨東莞證券:若羽臣上半年利潤高增,予“增持”評級
東莞證券研報指出,若羽臣上半年預計淨利潤約6300萬元-7800萬元,同比增長61.81%-100.33%。2025H1利潤高增,綻家釋放增長強勁動能。業績上漲主要系公司2025年以來加大營銷力度,自有品牌綻家大單品香氛洗衣液持續放量,品牌香氛心智進一步深化。目前公司其他單品繼續引領細分市場發展,加速佈局更多香氛品類產品。公司積極擁抱市場變化,利用豐富的運營經驗及市場敏感度開發自有品牌、推進與國際大牌合作進行品牌管理。自有家清品牌綻家銷售放量,保健品牌斐萃上線半年獲得大量平臺曝光,預計公司成熟的品牌運營能力加持下自有品牌在中期維度仍能保持穩定增長,驗證公司成長潛力。預計公司2025/2026年的每股收益分別爲0.79/1.07元,當前股價對應PE分別爲66.38/48.51倍,給予公司“增持”的投資評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.