金吾财讯 | 中信证券表示，重组胶原蛋白行业在技术、工艺上持续进步，继I型、III型后在XVII型、IV型以及多型别组合方面再现突破；各龙头公司在结构解析、发酵制备、产品化、商业化方面的闭环能力更为成熟。格局方面，各公司均综合布局“妆&二类械&消费/严肃医疗三类械”，同时又在各自擅长的品类深耕，差异化竞争。最后，中国重组胶原蛋白全球化提速，“原料、妆、械”全面出海。该行推荐：1）技术上引领行业前行，产品化上各有侧重点的龙头企业；2）推荐合成生物学平台技术优势突出，重组胶原蛋白原料商业化放量提速、细胞生物学和再生医学推动功效护肤板块业绩复苏的企业；3）关注已推出或拟推出以重组胶原蛋白为重点成分，有望成为业绩重要增长点的企业。
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