港股异动 | 上美股份(02145)涨超4% 股价续刷历史新高 机构看好公司长期发展

智通财经
25 Apr

智通财经APP获悉,上美股份(02145)涨超4%,盘中高见62.7港元续刷新高。截至发稿,涨4.44%,报61.2港元,成交额1.25亿港元。

消息面上,中泰证券认为,上美股份在前期借势抖音短剧渠道实现快速突围之后,24年下半年开始陆续推出新产品,向中高端条线、男士护肤、彩妆等延伸;此外,凭借公司高效组织架构与富有经验的人才团队,能够应对市场和消费者的变化;同时公司完善的科研体系与供应链布局,均能支撑公司未来长期发展,

据青眼情报数据,2025年3月,韩束以6亿元GMV连续五个月霸榜抖音美妆类目第一。浙商证券表示,上美是具有多品牌影响力的国货化妆品龙头,主品牌韩束是定位大众的老牌国货,在中国消费者心中具备较强心智基础。公司目前在抖音、快手等渠道都已掌握较强的运营能力,新产品和新渠道增长态势良好,新品牌储备丰富,看好公司长期发展。

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