金吾财讯 | 港股医美概念普跌，截至发稿，巨子生物(02367)跌4.08%，医思健康(02138)跌3.66%，复星医药(02196)跌3.16%，康哲药业(00867)跌2.53%，四环医药(00460)跌2.08%，三生制药(01530)跌2.07%。消息面上，华龙证券新近研究指，当前医美行业政策端医保支付监管收紧，医美敷料药店渠道红利消退，行业合规化监管持续深化；医美行业进入存量竞争，循证诊疗、合规经营、精细化运营成为机构发展核心方向。产业端AI智能设备、数字化服务加速在美业线下场景渗透，数智化转型成为行业新趋势，区域美业展会加速全产业链资源整合与模式创新。
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