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A股異動 | 化粧品概念集體上漲 情人節各品牌增長亮眼
格隆匯2月17日丨化粧品概念集體上漲,嘉亨家化漲10%,丸美股份漲6%,科思股份、水羊股份漲5%,貝泰妮、珀萊雅、青松股份漲4%。華安證券發研報稱,情人節化粧品GMV數據表現較好,2023年消費全面復甦趨勢確定性強,疫後看好護膚品的韌性,以及彩粧修復的彈性。頭部品牌產品、渠道、營銷等優勢凸顯,業績確定性強。此外,國泰君安發研報稱,22年12月及23年1月受疫情、春節錯期等影響,化粧品大盤走弱,板塊底部震盪近三個月。隨疫後復甦逐步傳導至可選消費,“三八”促銷臨近,行業需求拐點有望來臨。

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