美护行业25年年度策略报告:强者恒强 小而美赛道值得期待

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25 Dec 2024

投资要点行情回顾:板块年初至今小幅下跌,估值有所回落。年初至今(截止2024年12月23日)申万美容护理指数下跌6.6%,弱于同期上证综指(上涨12.8%)的表现,Q2以来行业增长放缓、板块盈利恶化带来板块表现弱于大盘;Q2以来行业景气度承压且新品接棒乏力、盈利恶化、医美竞争生态改变等多因素带来板块表现弱。截止12月23日,巨子生物、上美股份、丸美股份、润本股份、江苏吴中涨幅靠前,贝泰妮、福瑞达、...

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