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25 日至2025 年8 月1 日期间，申万美容护理指数下滑3.3%，表现弱于市场。其中，申万化妆品指数下滑2.6%，弱于申万A 指1.5pct；申万个护用品指数下滑4.4%，弱于申万A 指数3.3pct。周观点：淡季国货抖音持续高增，国际美妆25Q2 反攻。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%...
Source Link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25 日至2025 年8 月1 日期间，申万美容护理指数下滑3.3%，表现弱于市场。其中，申万化妆品指数下滑2.6%，弱于申万A 指1.5pct；申万个护用品指数下滑4.4%，弱于申万A 指数3.3pct。周观点：淡季国货抖音持续高增，国际美妆25Q2 反攻。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%...
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