國元證券:化粧品行業景氣度維持高位
國元證券指出,化粧品行業景氣度維持高位,8月限額以上化粧品類商品零售同比增長12.8%,維持行業“推薦”評級。繼續關注定位中高端並差異化主打眼霜+抗衰的丸美股份、對行業趨勢把握精準的大眾化粧品龍頭珀萊雅、以及多品牌多渠道+重點品牌煥活的上海家化。同時,建議關注終端零售數據出現反彈,有望實現邊際改善的御家匯。
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