金吾财讯 | 港股医美概念股普跌，截至发稿，三生制药(01530)跌5.67%，四环医药(00460)跌4.30%，巨子生物(02367)跌2.06%，复锐医疗科技(01696)跌1.98%，山东新华制药股份(00719)跌1.91%，昊海生物科技(06826)跌1.90%。消息面上，华龙证券表示，行业层面，医美市场逐步由流量竞争转向品牌竞争，精细化运营及长期用户管理成为机构提升竞争力的重要方向。产品层面，胶原蛋白注射产品商业化落地持续推进，行业发展重心正由传统填充向组织修复、皮肤质量改善及长期抗衰升级。长期来看，具备核心研发能力及品牌运营优势的企业有望持续受益于行业高质量发展趋势。
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