醫美板塊走強 昊海生科(688366.SH)漲超8%
格隆匯5月27日丨醫美板塊午後繼續走強,昊海生科大漲超8%,金髮拉比、朗姿股份漲超7%,華熙生物漲超4%,愛爾眼科、愛博醫療、光莆股份等跟漲。近年來,顏值經濟的盛行,使我國的醫美市場規模開始不斷擴大。有統計顯示,2020年中國醫療美容市場規模約1975億元,同比增長11.6%,雖然受疫情影響行業增速有所下降,但未來仍將持續增長。預計到2023年,我國醫美市場規模將突破3000億元,2019年至2023年年均複合增長率為15.2%。國內醫美市場將長期保持高增長態勢且潛力巨大。東吳證券研報指,千億市場乘風而起,國產替代空間廣闊。隨着醫美產品及儀器技術水平的提升、醫美知識的普及和對醫美的接受度提升,我國醫美市場蓬勃發展。

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