Core Viewpoint - The stock of Shangmei Co., Ltd. (02145) has seen a significant increase, with a rise of over 10% during trading, attributed to strong growth in domestic beauty brands and successful performance on platforms like Douyin [1] Group 1: Company Performance - Shangmei Co., Ltd. reported a stock price increase of 9.12%, reaching HKD 82.55, with a trading volume of HKD 152 million [1] - The brand Han Shu achieved a remarkable growth of 58% in July, while other brands like Proya and Marubi also showed substantial growth rates of 23% and 72% respectively [1] - The company's GMV (Gross Merchandise Volume) for Han Shu is projected to reach 6.749 billion in 2024, representing a year-on-year growth of 102%, making it the top-ranked beauty brand on Douyin [1] Group 2: Market Trends - The domestic beauty brand market is experiencing a significant upward trend, with platforms like Douyin contributing to the growth of these brands [1] - The online self-operated channel revenue share for Shangmei Co., Ltd. is expected to rise from 39.6% in 2022 to 78.2% in 2024, indicating a shift towards online sales [1] - The company is also diversifying its e-commerce channels, with projected GMV growth rates for Han Shu during the Double Eleven shopping festival in 2024 of 57% on Tmall and 115% on JD.com [1]
上美股份现涨超9% 7月抖音护肤韩束稳居第一 多渠道布局有助于公司扩大市场份额