港股詳情

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毛戈平

103.200

-2.600-2.46%

成交量：332.70萬

成交額：3.43億

市值：505.87億

市盈率：43.25

高：106.500

開：105.900

低：100.600

收：105.800

資料載入中...

總覽公司新聞公告

毛戈平面膜違規宣傳“舒緩”功能被罰款，品牌旗艦店尚未修改

南方都市报

每日賣空追蹤 | 毛戈平 07月02日賣空量成交12.11萬股，賣空比例為4.23%

毛戈平股價大漲家族成員成最大獲益者？營銷開支是產品成本的3倍多、生產全靠代工

商業零售：從老鋪黃金和毛戈平看新消費投資框架

长江证券股份有...

每日賣空追蹤 | 毛戈平 06月30日賣空量成交5.16萬股，賣空比例為1.33%

毛戈平06月30日獲主力加倉5983.2萬元

珠寶美妝&紡服輕工行業2025年中期投資策略：逢低佈局產品結構化升級&運營提效的細分賽道龍頭

毛戈平06月27日獲主力加倉1121.7萬元

每日賣空追蹤 | 毛戈平 06月26日賣空量成交30.48萬股，賣空比例為13.44%

每日賣空追蹤 | 毛戈平 06月25日賣空量成交4.78萬股，賣空比例為2.44%

消費增長新範式思考之三：70後至00後的新興消費變遷史是輪迴還是演進？

毛戈平06月24日獲主力加倉517.3萬元

華西證券：美妝618平穩收官關注平臺與品牌格局變革

商貿零售&社會服務半年度投資策略：挖掘新時代的消費核心資產尋找細分賽道的結構性機會

东方财富证券

每日賣空追蹤 | 毛戈平 06月23日賣空量成交12.7萬股，賣空比例為2.72%

毛戈平06月23日主力淨流入3299.1萬元散户資金拋售

港股異動 | 毛戈平(01318)漲近5% 今年618表現亮眼花旗稱其競爭優勢顯著

【港股異動 | 毛戈平(01318.HK)漲近5% 今年618表現亮眼花旗稱其競爭優勢顯著】智通財經APP獲悉，毛戈平

毛戈平要發力護膚了！

毛戈平、水羊股份等：2024年國貨美護市佔提升發力高端

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18:22","pubTimestamp":1751451726,"startTime":"0","endTime":"0","summary":"又有美妆品牌因为虚假宣传功效被罚。该视频号所属公司北京伍庚电子商务有限公司被北京市密云区市场监督管理局处以罚款4539元，并没收违法所得4539元。南都记者留意到，截至截稿，在毛戈平短视频平台的官方旗舰店中，该款面膜的组合套装产品页面标题依然带有“舒缓”的宣传字样，店铺尚未作出更改。行政处罚书显示处罚内容为责令当事人改正上述违法行为，并决定处罚如下：警告；罚款：4539元；没收违法所得：4539元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702182429a72a68e7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1751445022,"startTime":"0","endTime":"0","summary":"毛戈平北京时间07月02日，跌2.31%，卖空量成交12.11万股%，较上一交易日增加97.88%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702171917a4cadc74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:17","pubTimestamp":1751361420,"startTime":"0","endTime":"0","summary":"毛戈平的上市之路可谓一波三折。　　在公司经营方面，毛戈平过度依赖单一品牌及创始人个人IP、产品售价高、重营销轻研发、生产全靠外协加工引忧。上市首年，毛戈平便递交了一份优秀的成绩单。如今，毛戈平股价震荡向上，毛氏家族或为最大受益方。目前，原始股解禁期未到，公司尚未出现家族成员大批量减持。因毛戈平家族持股占比高，若后续限售股解禁或引发股价波动。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/focus/2025-07-01/doc-infcyiim5355980.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0348767384.USD","01318","BK1207","LU0348766576.USD"],"gpt_icon":0},{"id":"2548459049","title":"商業零售：從老鋪黃金和毛戈平看新消費投資框架","url":"https://stock-news.laohu8.com/highlight/detail?id=2548459049","media":"长江证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2548459049?lang=zh_tw&edition=fundamental","pubTime":"2025-07-01 08:01","pubTimestamp":1751328094,"startTime":"0","endTime":"0","summary":"供给格局裂变：动态来看，2024年较2015年CR10集中度出现下降、存新品牌崛起机遇的品类有家庭清洁、纸品、保健品等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507010801419795289c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507010801419795289c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348766576.USD","BK1544","BK1207","SG9999001051.SGD","06181","01318","LU0348767384.USD","BK1227","SGXZ90724238.SGD"],"gpt_icon":1},{"id":"2547061275","title":"每日賣空追蹤 | 毛戈平 06月30日賣空量成交5.16萬股，賣空比例為1.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2547061275","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547061275?lang=zh_tw&edition=fundamental","pubTime":"2025-06-30 16:30","pubTimestamp":1751272219,"startTime":"0","endTime":"0","summary":"毛戈平北京时间06月30日，涨1.59%，卖空量成交5.16万股%，较上一交易日减少89.66%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630171702a725c2db&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630171702a725c2db&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348767384.USD","01318","BK1207","LU0348766576.USD"],"gpt_icon":0},{"id":"2547006121","title":"毛戈平06月30日獲主力加倉5983.2萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2547006121","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547006121?lang=zh_tw&edition=fundamental","pubTime":"2025-06-30 16:15","pubTimestamp":1751271353,"startTime":"0","endTime":"0","summary":"06月30日, 毛戈平股价涨1.59%，报收108.30元，成交金额4.2亿元，换手率1.48%，振幅5.44%，量比1.52。毛戈平今日主力资金净流入5983.2万元，连续3日净流入，上一交易日主力净流入1121.7万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为85.71%，平均涨幅为2.44%。该股近5个交易日上涨1.21%，主力资金累计净流入8560.2万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入3.1亿元，其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630170930a4c63ae4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630170930a4c63ae4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1207","01318","LU0348767384.USD","LU0348766576.USD"],"gpt_icon":0},{"id":"2546740117","title":"珠寶美妝&紡服輕工行業2025年中期投資策略：逢低佈局產品結構化升級&運營提效的細分賽道龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2546740117","media":"招商证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546740117?lang=zh_tw&edition=fundamental","pubTime":"2025-06-28 00:00","pubTimestamp":1751040000,"startTime":"0","endTime":"0","summary":"黄金珠宝：25H1 金价快速上涨，黄金饰品消费量下滑、投资金消费量提升，延续2024 年趋势；同时行业饰品化趋势确立，细分需求中古法金新产品和小克重金饰畅销，普货素金降幅明显，不同品牌间表现分化。美国服装零售及批发库销比保持良性水平。2025 年中央以旧换新预算补贴预算较2024 年翻倍，大型家居品牌在国补基础上额外增加企业补贴吸引消费，市场份额有望向龙头集中，重点推荐顾家家居、欧派家居、索菲亚。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250628165621a7225dc4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250628165621a7225dc4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["605599","06181","02145","01929","01318","BK0209"],"gpt_icon":0},{"id":"2546719802","title":"毛戈平06月27日獲主力加倉1121.7萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2546719802","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546719802?lang=zh_tw&edition=fundamental","pubTime":"2025-06-27 16:15","pubTimestamp":1751012153,"startTime":"0","endTime":"0","summary":"06月27日, 毛戈平股价涨1.14%，报收106.60元，成交金额2.2亿元，换手率0.78%，振幅3.23%，量比0.65。毛戈平今日主力资金净流入1121.7万元，上一交易日主力净流入1690.5万元。该股近5个交易日上涨6.96%，主力资金累计净流入5876.0万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2.4亿元，其中净流入天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627173326a4c0e114&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627173326a4c0e114&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348766576.USD","01318","BK1207","LU0348767384.USD"],"gpt_icon":0},{"id":"2546789241","title":"每日賣空追蹤 | 毛戈平 06月26日賣空量成交30.48萬股，賣空比例為13.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2546789241","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546789241?lang=zh_tw&edition=fundamental","pubTime":"2025-06-26 16:30","pubTimestamp":1750926620,"startTime":"0","endTime":"0","summary":"毛戈平北京时间06月26日，跌2.14%，卖空量成交30.48万股%，较上一交易日增加27.05%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626172216a4bee902&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626172216a4bee902&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348767384.USD","01318","BK1207","LU0348766576.USD"],"gpt_icon":0},{"id":"2546421579","title":"每日賣空追蹤 | 毛戈平 06月25日賣空量成交4.78萬股，賣空比例為2.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2546421579","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546421579?lang=zh_tw&edition=fundamental","pubTime":"2025-06-25 16:30","pubTimestamp":1750840218,"startTime":"0","endTime":"0","summary":"毛戈平北京时间06月25日，跌0.65%，卖空量成交4.78万股%，较上一交易日减少48.27%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625175113a71cd24f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625175113a71cd24f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0348766576.USD","LU0348767384.USD","BK1207","01318"],"gpt_icon":0},{"id":"2546198712","title":"消費增長新範式思考之三：70後至00後的新興消費變遷史 是輪迴還是演進？","url":"https://stock-news.laohu8.com/highlight/detail?id=2546198712","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546198712?lang=zh_tw&edition=fundamental","pubTime":"2025-06-25 00:00","pubTimestamp":1750780800,"startTime":"0","endTime":"0","summary":"风险提示：消费复苏不及预期，品牌新品推出不及预期，竞争加剧影响企业盈利能力等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625181250a4bd266f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625181250a4bd266f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["600315","LU0348767384.USD","605599","01318","603983","BK1207","LU0348766576.USD"],"gpt_icon":1},{"id":"2545887102","title":"毛戈平06月24日獲主力加倉517.3萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2545887102","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545887102?lang=zh_tw&edition=fundamental","pubTime":"2025-06-24 16:15","pubTimestamp":1750752949,"startTime":"0","endTime":"0","summary":"06月24日, 毛戈平股价涨0.93%，报收108.40元，成交金额1.9亿元，换手率0.67%，振幅3.35%，量比0.45。毛戈平今日主力资金净流入517.3万元，上一交易日主力净流入3299.1万元。该股近5个交易日下跌0.91%，主力资金累计净流入2052.8万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入2.3亿元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624173354a71af82a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624173354a71af82a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01318","BK1207","LU0348766576.USD","LU0348767384.USD"],"gpt_icon":0},{"id":"2545051384","title":"華西證券：美妝618平穩收官 關注平臺與品牌格局變革","url":"https://stock-news.laohu8.com/highlight/detail?id=2545051384","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545051384?lang=zh_tw&edition=fundamental","pubTime":"2025-06-24 15:38","pubTimestamp":1750750693,"startTime":"0","endTime":"0","summary":"618大促美妆板块平稳落地，但平台与品牌格局持续变革，建议重点关注护城河深厚的国货公司。天猫618美容护肤类目TOP5品牌格局稳定，修丽可首次跻身前五取代海蓝之谜。投资建议：618大促美妆板块平稳落地，但平台与品牌格局持续变革，建议重点关注护城河深厚的国货公司1)全渠道布局完善、品牌力较强的中高端品牌，重点关注毛戈平，受益标的水羊股份；2)各自占据平台领先地位的龙头品牌，重点关注珀莱雅，受益标的上美股份。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1308906.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0348767384.USD","02145","BK1207","LU0455707207.USD","SG9999004311.SGD","LU0348766576.USD","LU2242644610.SGD","LU2488822045.USD","002926","LU0502904849.HKD","02367","01318","BK0276"],"gpt_icon":1},{"id":"2545406427","title":"商貿零售&社會服務半年度投資策略：挖掘新時代的消費核心資產 尋找細分賽道的結構性機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2545406427","media":"东方财富证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545406427?lang=zh_tw&edition=fundamental","pubTime":"2025-06-24 00:00","pubTimestamp":1750694400,"startTime":"0","endTime":"0","summary":"近期有新材料医美产品获批的公司或关注度更高，尤其是此前以医药业务为主，新增医美板块布局的标的。爱美客内生角度或还在恢复过程中，核心关注外延收购REGEN带来的潜在业绩增量，以及中长期来看收购对于公司未来拓展海外市场的助力。OTA继续依托上游机酒的分散格局，议价能力保持平稳或小幅上涨。当前距离双减前市场集中度仍明显较低，仍有较大恢复空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624162215a4bb1279&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06月23日賣空量成交12.7萬股，賣空比例為2.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2545977354","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545977354?lang=zh_tw&edition=fundamental","pubTime":"2025-06-23 16:30","pubTimestamp":1750667420,"startTime":"0","endTime":"0","summary":"毛戈平北京时间06月23日，涨7.56%，卖空量成交12.7万股%，较上一交易日减少72.9%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250623173447a7187443&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250623173447a7187443&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1207","LU0348766576.USD","01318","LU0348767384.USD"],"gpt_icon":0},{"id":"2545497782","title":"毛戈平06月23日主力淨流入3299.1萬元 散户資金拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=2545497782","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545497782?lang=zh_tw&edition=fundamental","pubTime":"2025-06-23 16:15","pubTimestamp":1750666541,"startTime":"0","endTime":"0","summary":"06月23日, 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