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醫美板塊繼續走強 奧園美谷封漲停
格隆匯 04-30 09:45
格隆匯4月30日丨醫美板塊繼續走強,奧園美谷封漲停,最近七個交易日漲七成;朗姿股份漲超5%,冠昊生物、澳洋健康、華東醫藥等漲超4%。中信建投指出,我國真實醫美市場規模可達萬億級,高需求下保持高景氣度。醫美上游牌照和研發技術壁壘高,規範化程度高,但中游機構格局極度分散且不正規情況較多,存在更大優勝劣汰空間,品牌化、連鎖化能力是未來機構加快跑馬圈地、長期可持續發展的的核心壁壘所在。

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