智通财经APP获悉，上美股份(02145)盘中涨超10%，截至发稿，涨9.12%，报82.55港元，成交额1.52亿港元。
消息面上，据蝉妈妈数据，7月国货知名品牌持续高增长，韩束增长58%，珀莱雅增长23%，丸美增长72%，可复美增长28%。此外，7月抖音美容护肤板块韩束稳居第一。开源证券指出，国货品牌产品优势正逐步释放，平台势能不断积聚，有望在未来进一步扩大市场份额。
兴业证券指出，2023-2024年，上美股份在抖音渠道取得显著成绩，韩束2024年GMV达67.49亿，同比增长102%，GMV排名抖音美妆第一。抖音渠道的快速增长带动公司线上自营渠道收入占比快速提升，从2022年的39.6%提升至2024年的78.2%。同时，公司也在均衡发展其他电商渠道，如2024年韩束双十一天猫/京东GMV增速分别为57%/115%，淘系、京东等渠道进入较快增速通道。多渠道布局有助于公司扩大市场份额，降低对单一渠道的依赖。
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