異動 | 次新股行情火爆，VESYNC再漲12%，泡泡瑪特、藍月亮均漲超7%
uSMART盈立智投12月22日消息，近期新股行情火爆，不僅首日股價漲幅喜人，上市後的走勢也相當不錯，今日熱門次新股繼續強勢。
高瓴入股的小家電股VESYNC繼昨日暴漲29%後，今日再度漲12%，上市3個交易日累計漲幅已經達到130%。
天風證券研報稱，公司爲線上出海小家電新晉黑馬，早在2011年便抓住機會出海發展，深耕線上渠道數年。產品方面，公司形成三大品牌六大品類的產品矩陣，從電工電器類逐漸擴展到環境電器和廚房小家電等優勢品類，逐步擴大生產規模。
利潤方面公司陸續推出空氣淨化器、空氣炸鍋等毛利率較高的新品，顯著提升公司盈利水平。此外採用輕資產的外包生產模式，將重心更多的側重於在平臺的推廣和管理，進一步擴大品牌知名度和客戶滿意度。此次疫情使公司環境電器和廚房小家電等品類受益，未來隨着海外線上渠道加速發展以及海外消費者對環境電器和廚房小家電產品需求擴大，公司規模有望更上一層樓。
泡泡瑪特今日漲超7%，上市8個交易日累計漲幅達到144%。公司持續的IP推出以及全渠道擴張能力，保障了未來3年的成長確定性，近期多家機構給予買入評級。
盈選報告 | 泡泡瑪特創新高，高估值還能延續多久？
藍月亮集團亦漲超7%，兩個交易日累計漲幅超過14%。
天風證券稱，藍月亮品牌誕生於1992年，品牌壁壘強大；核心單品洗衣液連續11年、洗手液連續8年行業排名第一，基本盤穩固；管理層專注創新，全渠道佈局打下良好成長基礎。消費升級趨勢下，國內家庭清潔護理行業對比美日空間可觀，未來公司拓寬新品類&加速渠道下沉戰略下，業績有望快速釋放。預計20-22年淨利潤分別爲14.8/23.5/32.8億港元，參考同行估值，給予公司21年40倍估值，目標市值940億港元，目標價16.36港元/股，首次覆蓋，給予“買入”評級。
華潤萬象生活今日漲超6%，上市10個交易日股價累計漲幅已經超過72%，儼然成爲物業股中的一匹黑馬。此前中信證券給予公司2022年40x PE估值，目標價39.65港元/股，稱公司是全國領先的物業管理及商業運營品牌，住宅物業管理規模大、能級高、品質佳。商業運營品質高、口碑好、極具稀缺性。
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