港股异动 | 上美股份(02145)涨近5% 抖音美妆行业9月TOP榜单出炉 韩束蝉联TOP1
上份(02145)涨近5%，截止发稿涨4.84%，报26港元，成交额246万港元。消息面上，近日，抖音美妆行业9月TOP榜单正式出炉，上份韩束蝉联TOP1。
华金证券发布报告称，从跟踪数据来看，8月化妆品增速改善、呈现回暖态势，叠加近期部分化妆品牌陆续上新，有望推动美护板块景气度进一步提升。随着后续消费复苏，板块弹性有望加速释放，中长期来看，医美行业渗透率较低，市场空间广阔，未来有望受益于技术迭代、产品推新等实现持续增长，坚定看好板块基本面表现。此外，考虑到龙头企业具备较强的产品推新和品牌运营能力，及行业严监管常态化、产品审评周期较长有望进一步放大龙头优势。
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