智通财经APP获悉，上美股份(02145)涨超6%，截至发稿，涨6%，报69.75港元，成交额1.4亿港元。
消息面上，太平洋证券指出，618大促即将拉开帷幕，内需消费主线下，美妆个护板块有望迎来结构性机会，新渠道新产品以及品牌资产优质的美妆个护品牌有望受益。东北证券表示，公司旗下品牌矩阵完备，主品牌韩束已积累强大品牌势能，通过大单品扩张及渠道拓展有望实现稳步增长，子品牌依托公司长期沉淀的技术优势及营销体系有望逐步起量。
据青眼情报数据显示，2025年4月抖音美妆类目GMV为175.01亿元。其中，韩束依旧稳居榜首。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。
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