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港股異動 | 醫美概念股部分上漲 機構指下半年醫美進入消費旺季
格隆匯7月27日丨復鋭醫療科技漲5.6%,時代天使漲超2%,四環醫藥、昊海生物科技均有漲幅。關注疫情後醫美消費的反彈,是多位分析師共同的觀點。中信證券分析師認為,醫美行業處於發展初期,滲透率有較大提升空間,且隨着監管加強,合規市場將對不合規市場形成加速替代。下半年,美粧、醫美進入消費旺季,仍有望是可選消費中增速靠前的領域。另外,深圳支持建設國際性、專業化、規範化的規範醫療美容機構,推動發展醫療美容產業跨越性規範發展。

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