智通财经APP获悉，上美股份(02145)涨超3%，截至发稿，涨3.48%，报37.2港元，成交额390.67万港元。
中金发布研报称，公司红蛮腰系列势能仍强，以较高认知度和复购率奠定抖音基本盘，同时白蛮腰、男士、彩妆系列快速起量，通过拓展功效、人群性别、品类，结合日趋精细化的渠道运营(分系列分品已搭建35个自播号)，进一步打开抖音单品牌天花板。据飞瓜，24年韩束抖音GMV同比+103%至68亿元，其中白蛮腰/男士/彩妆系列占比分别同比提升4/3/1ppt至13%/4%/1%；25年1月韩束抖音以6.1亿的GMV蝉联美妆品牌Top1，其中白蛮腰/男士/彩妆系列占比进一步提升至15%/6%/6%。
该行认为，近期公司基本面积极向好，主品牌韩束抖音第二梯队产品矩阵拓展顺利，天猫渠道提速增长；第二梯队中高端婴童护理品牌Newpage、敏感肌护肤品牌安敏优快速起量；中长期多品类、多品牌矩阵布局完善。当前估值尚处低位，第二曲线起势良好，建议积极关注。
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