智通财经APP获悉，瑞丽医美(02135)盘中涨近90%，截至发稿，涨54.35%，报0.213港元，成交额394.75万港元。
浙商证券指出，24Q3一系列宏观政策以扩内需为主线，降息、降存量房贷等组合拳政策有利于提振消费信心。此外，24年8月国家卫健委答复政协委员提案中指出“持续规范医疗美容行业、鼓励有资质的专业人员开展权威健康科普”，体现监管对于医美行业态度更多的是规范化引导管理，行业合规龙头竞争格局有望优化。
方正证券指出，近期多项政策全面发力，在货币政策和财政政策双加码之下具备较强成长性、强催化剂及估值处于底部的美护板块优先受益领涨，对标历史表现，我们认为当前美护板块修复仍有空间，其中医美板块预计弹性更大，化妆品品牌板块预计确定性更强。
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