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研報掘金丨國信證券:維持丸美生物“優於大市”評級,多品牌迭代助力長期成長
格隆匯 12-24 17:00

國信證券研報指出,丸美生物(603983.SH)在經過3年多調整轉型後,目前已實現老牌國貨美粧的重新煥發。其中主品牌丸美依託公司在眼霜+重組膠原蛋白賽道多年研發深耕,並通過線上渠道轉型,疊加科技+情感營銷深度觸達年輕消費者,已經分別成功打造小紅筆和小金針兩大系列單品,目前正處於產品勢能的爆發期。而新鋭底粧品牌戀火緊抓消費者底粧痛點,通過內容營銷及超頭主播實現破圈,並不斷升級核心單品同時進行品類延伸,成為公司第二成長曲線。前三季度公司營收及利潤分別在行業承壓階段逆勢高增27%/37%,領先於板塊。考慮到公司明後年業績有望在今年品牌勢能提升下實現爆發,同時產品結構優化及高效費用管控帶動毛銷差逆勢上行,維持“優於大市”評級。

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