【国泰海通美护】美护大年——板块2024年报&2025年一季报总结

猛哥看商业
03 May

核心结论导读:美护板块2024年收入、归母净利润分别同增13%、0.2%,细分板块表现个护>医美>化妆品。看好美妆个护公司产品创新下的长期成长性,建议布局具备产品创新能力、受益赛道红利的标的。投资建议:2024及25Q1美护板块大盘平淡,但结构性机会突出,看好美妆个护公司产品创新下的长期成长性,建议布局具备产品创新能力、受益赛道红利的标的:1)个护板块:推荐新渠道助力产品创新;2)美妆及医美板块:...

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