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醫美板塊走強 華熙生物(688363.SH)大漲超12%
格隆匯7月5日丨醫美板塊走強,華熙生物大漲超12%,愛博醫療漲超8%,貝泰妮、昊海生科漲近7%,愛美客漲超5%,魯商發展、朗姿股份、愛爾眼科等紛紛跟漲。港股昊海生物科技大漲近15%,完美醫療漲近10%。醫美作為具有消費屬性、特殊非必要可選商品,得益於消費升級、“悦己”需求、經濟增速放緩下的口紅效應、新媒體營銷(抖音、小紅書、新氧等)助推加成、八部門聯合整治規範行業發展軌道,合規國產替代產品矩陣不斷豐富的背景下,醫美行業滲透率、客單價、復購率、產品更迭速度等的上方空間打開。預計醫美全年盈利增速22.7%。

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