美护行业:高端赛道成长性或优于大众赛道,国货替代逻辑持续演绎。行业方面,高端赛道成长性或优于大众赛道。根据弗若斯特沙利文,预计23-28 年中国高端护肤/彩妆市场规模CAGR 分别为9.6%/10.8%,高于同期大众护肤/彩妆的市场规模CAGR8.2%/6.7%。随着消费水平的提高和社媒的宣传教育加大,近年来消费者对美妆产品的品质、安全、功效及设计等维度要求更高,预计2024 年后高端价格带护肤及...
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