智通财经APP获悉，上美股份(02145)午后涨超6%，截至发稿，涨5.75%，报38.65港元，成交额9938.47万港元。
消息面上，上美股份此前发布公告，预计2024年度的收入约67亿至69亿元人民币，同比增加约59.9%至64.7%；纯利约7.5亿至8.1亿元热敏比，同比增加约62.4%至75.4%。业绩增长主要由于集团科学抗衰护肤品牌韩束及中国婴童功效护肤品牌的收入按年大幅增长。
华泰证券发布研报称，测算24年下半年公司收入环比略降，但利润率在10-13%(上半年为11%)，盈利能力在24年补贴大幅减少/H2达播比例大幅提升情况下依然有强韧性。25年1-2月公司主动调整销售结构，抖音更高利润率的自营(自播+商品卡)占比达90%，该行预计利润率10%+；抖音渠道利润率有望继续修复。
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