智通财经APP获悉，上美股份(02145)涨超7%，高见56.8港元创上市新高。截至发稿，涨7.71%，报56.6港元，成交额9042.62万港元。
消息面上，上美股份2024年实现营业收入67.93亿元，同比增长62.1%；净利润8.03亿元，同比增长74.0%。其中，主力品牌韩束营收达55.91亿元，同比增长80.9%，延续强劲增长态势。另据青眼情报数据，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。
财信证券此前指出，在政策支持和消费复苏的双重驱动下，化妆品及医美行业呈现稳中向好的发展态势。与此同时，国货美妆凭借高性价比和精细化运营在市场竞争中不断占据优势，持续看好美护板块未来成长空间。国信证券指，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。
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