本期投资提示:本阶段化妆品医美板块表现强于市场。2026 年1 月30 日至2026 年2 月6 日期间,申万美容护理指数上涨3.7%,表现强于市场。其中,申万化妆品指数上涨2.8%,强于申万A 指4.4pct;申万个护用品指数上涨0.7%,强于申万A 指数2.2pct。周观点:雅诗兰黛在华业绩双位数增长, 1 月天猫美妆品类高增。据雅诗兰黛25Q4(FY26Q2)财报公司净销售额达人民币...
Source Link本期投资提示:本阶段化妆品医美板块表现强于市场。2026 年1 月30 日至2026 年2 月6 日期间,申万美容护理指数上涨3.7%,表现强于市场。其中,申万化妆品指数上涨2.8%,强于申万A 指4.4pct;申万个护用品指数上涨0.7%,强于申万A 指数2.2pct。周观点:雅诗兰黛在华业绩双位数增长, 1 月天猫美妆品类高增。据雅诗兰黛25Q4(FY26Q2)财报公司净销售额达人民币...
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