港股异动 | 上美股份(02145)涨超6% 主品牌韩束3月再登顶抖音美妆TOP1

智通财经

Apr 10

智通财经APP获悉，上美股份(02145)涨超6%，截至发稿，涨6.28%，报48.2港元，成交额3090.14万港元。

消息面上，据青眼情报数据显示，2025年3月，抖音平台美妆类目总GMV突破235亿元，同比大幅增长44.7%。其中，韩束依旧以6亿元的GMV断层领先，且连续五个月霸榜抖音美妆TOP1。浙商证券指出，上美是具有多品牌影响力的国货化妆品龙头，主品牌韩束是定位大众的老牌国货，在中国消费者心中具备较强心智基础。公司目前在抖音、快手等渠道都已掌握较强的运营能力，新产品和新渠道增长态势良好，新品牌储备丰富，看好公司长期发展。

浦银国际认为，长期来看，关税战升级有望使中国高端消费领域加快国产替代的步伐。拿化妆品举例，如果美国品牌化妆品因关税而涨价，中国消费者或将调整购买偏好，选择功效相当但价格更为平价的国产化妆品。当下国产化妆品在大众化妆品领域的影响力逐渐提升，并且市占率已超国际品牌，但美国品牌则多以高端化妆品为主要领域，国产品牌在高端领域的影响力较小。如果美国品牌因关税而提价，中国消费者将更多地考虑国产化妆品。同时考虑到部分消费者有更高质量和功效的需求，国产护肤品企业或也将重启高端化的道路，以满足更多消费者的高端需求。

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