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醫美板塊走強 愛美客(300896.SZ)漲超7%再創新高
格隆匯6月25日丨醫美板塊走強 ,龍頭愛美客大漲超7%創下歷史新高,光莆股份漲超6%,華熙生物、華東醫藥漲超4%,昊海生科、貝泰妮、國際醫學、朗姿股份等紛紛跟漲。愛美客昨晚公吿,擬以8.86億元收購韓國醫美公司Huons Bio25.4%股權,合作加深鞏固競爭力。據悉,Huons Bio主營以A型肉毒素為代表的醫美產品,產品在韓國已獲批。愛美客同時還宣佈擬發行H股並申請在香港聯交所主板掛牌上市。中信建投指出,我國真實醫美市場規模可達萬億級。預計未來4年正規市場複合增長約20%,高需求下保持高景氣度。中游醫美機構格局極度分散,不正規現象較多,行業存在更大優勝劣汰空間,品牌化、連鎖化是未來機構加快跑馬圈地、長期可持續發展的核心壁壘,未來行業整合者正在醖釀。

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