中金：维持上美股份(02145)“跑赢行业”评级 上调目标价19%至50港元
中金发布报告称，维持上份(02145)“跑赢行业”评级，上调2023-25年净利润14%/30%/31%至4.40/7.25/9.52亿元，上调目标价19%至50港元。公司发布正面盈利预告：预计2023年收入40-42亿元，同比增长49.5%至57.0%;归母净利润4.2-4.6亿元，同比增长185.5%至212.7%。业绩超该行预期，主因2023年下半年以来韩束品牌收入快速起量，规模效应带动成本和费用摊薄，进而驱动利润率修复超预期。
该行表示，上美自2023年起进入变革收获期，线上营销加码与高性价比套装等策略使得公司主品牌韩束高居抖音美妆第一。展望2024年，该行认为韩束品牌势能持续释放，产品及渠道结构优化有望带动盈利能力进一步提升;一叶子、红色小象推进转型升级，New page等品牌有望带来增量贡献。
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