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醫美板塊低開 監管將打擊醫療美容廣吿亂象
格隆匯8月30日丨醫美板塊低開,華熙生物跌超5%,昊海生科、愛美客跌超4%,貝泰妮、光莆股份、朗姿股份、復星醫藥等紛紛低開。上週五 ,國家市場監管總局網站發佈關於徵求《醫療美容廣吿執法指南(徵求意見稿)》意見的公吿。意見稿提及,將重點打擊製造“容貌焦慮”、利用廣吿代言人為醫療美容做推薦等廣吿亂象。目前我國已成為全球第二大醫美消費市場,但行業正規化程度仍較低。回顧醫美行業歷次重要監管,主要是針對醫美的終端消費,重點圍繞醫療美容服務、藥品和醫療器械、醫療美容培訓和醫療美容廣吿幾個方向。值得關注的是,今年年初至5月末,醫美概念指數漲幅一度接近70%。隨着監管趨嚴,該指數在6月1日達到階段高點之後開始掉頭向下震盪調整,回調幅度近30%。

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