(以下内容从华福证券《社会服务行业定期报告:关注本周多部门促消费政策主线》研报附件原文摘录)投资要点:美护:k型消费趋势明显,关注高端与性价比赛道。据久谦平台数据,2025年1-10月美妆国内线上(天猫+抖音)销售额约为2170.8亿元,同比增速6.1%,其中2025年10月销售额约为413.81亿元,同比增速-1.0%,环比增速为149%。零售及潮玩:线下业态中长期关注胖改业态下有望率先对上游...
Source Link(以下内容从华福证券《社会服务行业定期报告:关注本周多部门促消费政策主线》研报附件原文摘录)投资要点:美护:k型消费趋势明显,关注高端与性价比赛道。据久谦平台数据,2025年1-10月美妆国内线上(天猫+抖音)销售额约为2170.8亿元,同比增速6.1%,其中2025年10月销售额约为413.81亿元,同比增速-1.0%,环比增速为149%。零售及潮玩:线下业态中长期关注胖改业态下有望率先对上游...
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