智通财经APP获悉，上美股份(02145)涨超6%，截至发稿，涨6.55%，报42.3港元，成交额1.4亿港元。
消息面上，据青眼号外消息，各大平台38大促于近日落下帷幕，在抖音平台中，韩束再度拿下38大促美妆第一的位置，共有14个美妆品牌在大促期间内GMV破亿，赢得了开门红。此前，上美股份发布2024年度业绩预告，预计实现营业收入67-69亿元，同比增长59.9%-64.7%；净利润约7.5-8.1亿元，同比增长62.4%-75.4%。利润增长主要得益于旗下科学抗衰护肤品牌韩束和中高端婴童功效护肤品牌Newpage收入高增。
开源证券认为，高增本质是公司把握住质价比消费趋势和抖音渠道流量红利，以及研产深厚底蕴的“三重共振”，近期积极深化产品规划、品类布局及品牌搭建，未来期待看到渠道和品牌的多面开花。华泰证券指出，25年1-2月公司主动调整销售结构，抖音更高利润率的自营(自播+商品卡)占比达90%，该行预计利润率10%+；抖音渠道利润率有望继续修复。
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