上美股份(2145.HK):24年强劲增长 25年期待更多亮点

华泰证券
21 Mar

公司公告24 年报,营收67.93 亿元/yoy62.1%,净利8.03 亿元/yoy74%,为此前业绩预告上限(7.5-8.1)。主品牌韩束拓展男士精华/闪充棒/彩妆等新品类,有望带来25 年增长新动力;Newpage 有望维持快增势头。我们看好25 年韩束品牌在抖音渠道拓品类、在天猫等渠道依托X 肽系列放量,敏感肌护肤品牌安敏优/高端抗衰品牌TAZU/化妆师彩妆品牌NAN beauty 等亦...

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