智通财经APP获悉，上美股份(02145)涨超4%，截至发稿，涨4.04%，报37.3港元，成交额1030.61万港元。
消息面上，据青眼情报数据显示，2024年抖音美妆类目TOP20品牌的整体GMV为496.14亿元。其中，2024年韩束品牌在抖音平台的GMV为67.49亿元，同比增长超100%，以绝对优势拿下2024年抖音美妆类目第一名的位置。东吴证券研报指出，送礼物功能塑造品牌“适合送礼”的消费者心智，标品与送礼场景契合度较高，认为美妆等有望受益。建议关注微信小店领先、品牌逐渐向上的上美股份等。
此外，上美股份近日与迈富时达成战略合作，正式举行了战略签约仪式。未来双方将聚焦美妆行业，在数智化转型与多品牌建设领域进行全方位、深层次合作。其中，迈富时将借助智能体中台，在用户洞察、私域运营、客户服务等关键领域，帮助上美股份从精准把握用户需求到高效执行市场策略的全方位数智化升级，进一步增强上美股份旗下品牌的影响力与市场竞争力。
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