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护肤与化妆品股震荡走强 上美股份(02145)涨6.79%_蜘蛛资讯网

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财讯 | 护肤与化妆品股震荡走强,截至发稿,上美股份(02145)涨6.79%,毛戈平(01318)涨5.83%,威高国际(01173)涨5.13%,颖通控股(06883)涨3.30%,自然美(00157)涨1.89%。消息面上,华源证券发布研报称,2025年9月,抖音美妆类目GMV同比增长19.7%,环比下滑10.4%。从带货维度来看,国货品牌自营表现亮眼,TOP20美妆品牌榜单中自营大于达人推

%,自然美(00157)涨1.89%。消息面上,华源证券发布研报称,2025年9月,抖音美妆类目GMV同比增长19.7%,环比下滑10.4%。从带货维度来看,国货品牌自营表现亮眼,TOP20美妆品牌榜单中自营大于达人推广GMV贡献率的品牌数占比达60%,自营GMV占比超50%的品牌均来自国货,其中韩束与百雀羚的自营GMV占比均超70%,显示国货品牌在自营渠道具备差异化竞争优势。国货替代逻辑持续兑现

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