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港股異動丨上美股份升超6%,創歷史新高
格隆匯 04-15 11:06
港股市場消費類股逆勢走強,其中,上美股份(2145.HK)盤中一度升超6%至56港元,股價創出歷史新高。據悉,上美是具有多品牌影響力的國貨化粧品龍頭,主品牌韓束是定位大眾的老牌國貨,在中國消費者心中具備較強心智基礎。公司目前在抖音、快手等渠道都已掌握較強的運營能力。有數據顯示,2025年3月,抖音平台美粧類目總GMV突破235億元,同比大幅增長44.7%。其中,韓束依舊以6億元的GMV斷層領先,且連續五個月霸榜抖音美粧TOP1。對於行業看法,有機構指出,港股消費股整體受外部關税等影響較小,且國內政策和流動性寬鬆有望帶動消費板塊整體走勢相對偏強,美容護理板塊整體有望進一步受益國貨替代加速,同時產品創新升級有望帶來個股機遇。

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