港股異動丨上美股份漲超8%,股價有望再創新高,618大促即將拉開帷幕
上美股份(2145.HK)近期持續走強,日前創下72.693港元的歷史新高。目前漲超8%,股價有望再度挑戰高位,目前總市值爲285億港元。消息上,太平洋證券指出,618大促即將拉開帷幕,內需消費主線下,美妝個護板塊有望迎來結構性機會,新渠道新產品以及品牌資產優質的美妝個護品牌有望受益。據青眼情報數據顯示,2025年4月抖音美妝類目GMV爲175.01億元。其中,韓束依舊穩居榜首。東北證券最新研報指出,長遠來看,公司戰略規劃清晰,計劃通過2+2+2品牌戰略支撐未來3年的發展,以及2+2+2+N 品牌矩陣支持未來5-10年的發展。目前公司正籌備打造高端抗衰護膚品牌TAZU、母嬰護理品牌面包超人、彩妝品牌NAN beauty,持續完善品牌及產品矩陣,延續集團穩健增長勢能。首次覆蓋,給予“買入”評級。(格隆匯)

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