医美概念部分上扬 巨子生物(02367)涨6.21% 机构指未来3年行业有望保持高个位数的稳健增长

金吾财讯
Sep 09, 2025

金吾财讯 | 医美概念部分上扬,巨子生物(02367)涨6.21%,复星医药(02196)涨4.54%,复锐医疗科技(01696)涨4.25%,三生制药(01530)涨2.12%。中信证券研报称,未来3年,医美行业有望保持高个位数的稳健增长,行业结构性机会突出:1)部分医美材料仍存在赛道红利,如再生微球领域,以及尚未有首证落地的PDRN、ECM、丝素蛋白、PHA等材料;2)上游具备平台化赋能能力的产品型公司;3)下游具备高美誉度、整合上游资源、以综合解决方案保持差异性等能力的医美终端机构。

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