上美股份早盘涨超8% 机构预计公司业绩表现领跑行业

格隆汇
Oct 15

上美股份早盘股价上涨8.07%,现报101.80港元,成交额5228.25万港元。

据青眼情报,2025年9月抖音美妆TOP20品牌总GMV突破30亿元,市场份额为17.6%,同比增长38.59%,韩束以超5亿元GMV继续领跑。

浙商证券表示,预计化妆品新消费品牌凭借产品升级和品牌建设有望在未来2-3年内收入及利润保持20%-30%的复合年增长率,景气度和确定性仍具备吸引力。Q3业绩看,淡季偏淡,部分公司收入增速环比走弱,考虑到双十一费用前置、流量成本上升,预计板块利润表现不如收入表现。该行预计毛戈平、上美股份业绩表现领跑行业。

责任编辑:栎树

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