智通财经APP获悉，上美股份(02145)涨超5%，高见65.25港元再创新高。截至发稿，涨5.48%，报64.45港元，成交额1.41亿港元。
消息面上，国泰海通证券指出，内需预期提振下，该行认为美妆个护作为成长性的“新消费”品种显著受益，2024年报及2025年Q1美护板块多公司业绩增速亮眼、验证成长逻辑。该行认为，头部国货依托较强的组织效率，有望持续发力产品创新及渠道运营，实现品牌的焕新和创新、提升市场份额，看好美护板块优质标的的长期成长性。
青眼情报数据显示，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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