金吾财讯 | 医美概念股普跌，截至发稿，三生制药(01530)跌2.88%，卓珈控股(01827)跌2.22%，康哲药业(00867)跌2.06%，复锐医疗科技(01696)跌2.02%，四环医药(00460)跌1.61%。消息面上，华泰证券表示，美容护理板块现处于预期低/估值低/持仓低的“三低”状态，行业面/资金面/基本面等维度的边际改善均有可能带来积极变化。从财报情况来看，部分标的业绩改善迹象已现，复苏节奏和斜率略有差异。整体而言品牌商及医美上游厂商分化明显，代工厂逐步复苏，代运营商转型持续兑现。建议积极跟踪618/新品势能等催化剂，若个股有盈利预测上修潜力，戴维斯双击或可期待。
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