本期投资提示:本阶段化妆品医美板块表现弱于市场。2025 年12 月31 日至2026 年1 月9 日期间,申万美容护理指数上涨2.6%,表现弱于市场。其中,申万化妆品指数上涨2.3%,弱于申万A 指2.8pct;申万个护用品指数上涨0.8%,弱于申万A 指数4.4pct。周观点:毛戈平开启国际化战略合作,医美药械供给端持续发力。本周毛戈平与路威凯腾达成战略合作,路威凯腾为全球顶级消费投资机构,...
Source Link本期投资提示:本阶段化妆品医美板块表现弱于市场。2025 年12 月31 日至2026 年1 月9 日期间,申万美容护理指数上涨2.6%,表现弱于市场。其中,申万化妆品指数上涨2.3%,弱于申万A 指2.8pct;申万个护用品指数上涨0.8%,弱于申万A 指数4.4pct。周观点:毛戈平开启国际化战略合作,医美药械供给端持续发力。本周毛戈平与路威凯腾达成战略合作,路威凯腾为全球顶级消费投资机构,...
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