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研報掘金丨中泰證券:首予丸美生物“買入”評級 轉型,品牌勢能等方面向上趨勢確定
格隆匯 03-06 16:55

中泰證券研報指出,丸美生物(603983.SH)已經完成產品、渠道的梳理、轉型,品牌勢能向上趨勢確定。25年初,公司加大線下市場投入,針對線下重磅推出4款新品,滿足消費者高端護膚的多樣化需求。據不完全統計,丸美累計投資9個美妝品牌及企業,投資領域廣泛覆蓋母嬰、口腔、男士護理、化妝品製造、內容製作等多個細分賽道。考慮到丸美生物大單品目前正處於上升期、仍有較大的發展空間,同時公司旗下基金投資多個化妝品、醫美項目,預計有望帶來一定的投資收益,首次覆蓋,給予“買入”評級。

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