本期投资提示:本周化妆品医美板块表现弱于市场。2025 年7 月4 日至2025 年7 月11 日期间,申万美容护理指数上涨1.5%,表现弱于市场。其中,申万化妆品指数上涨2.6%,强于申万A 指1.1pct;申万个护用品指数基本持平,弱于申万A 指数1.6pct。周观点:再生药械再添两员,轻医美概念方兴未艾。本周再生材料“童颜针”赛道2 款新品获批,一款由康哲药业独家代理的西宏医药的丽真然,一款...
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