上美股份(02145)涨超6%，截至发稿，涨6.58%，报51港元，成交额4451.58万港元。

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。此外，公司上月底宣布，上美科技园智慧工厂已正式投入运营。这座总投资3亿元、占地面积20000平方米的智能工厂，以每日200万瓶的产能和全流程AI智能化生产体系，成为中国首个AI智能化妆品无人车间。

国信证券指出，美容护理方面，2025年1-2月化妆品社零同比增长4.4%，整体表现略优于整体社零，同时预计板块公司收入端预计好于行业大盘，主要受益于明确的国货替代趋势。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。

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