金吾财讯 | 美妆股震荡走强，截至发稿，毛戈平(01318)涨5.13%，上美股份(02145)涨2.06%，巨子生物(02367)涨1.59%。
中信证券发布研报称，根据选取的国际美护上市公司样本，美妆个护行业在全球维度经营波动，国际品牌之前表现分化。聚焦中国区，在短期视角下，国际品牌中国区的经营波动给国货提供了更好的成长空间，尤其在国货布局更少的高端美护赛道；在中期维度中，国际美护公司经营的波动和分化进一步说明了美护行业需要组织、产品、渠道、营销等多维综合能力支撑增长。该行继续看好国货化妆品基于组织进化、产品提升和营销运营优势提升市占率。该行重点推荐：1)具备稀缺高端品牌资产，线下护城河深厚、线上高速增长的公司；收购优质品牌资产，以强运营能力赋能的公司；2)组织势能向上，以强中台+灵活前台机制赋能，多品牌、多品类发展的公司；管理架构全面焕新、重塑品牌发展势能的公司；3)建议关注品牌布局完善、综合实力强劲的公司。维持美妆行业“强于大市”评级。
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