Core Viewpoint - The stock of Shangmei Co., Ltd. (02145) has seen a significant increase, with a rise of over 10% during trading, reflecting strong performance in the domestic beauty brand sector and particularly in the Douyin channel [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 company’s brand, Han Shu, achieved a GMV of HKD 6.749 billion in 2024, representing a year-on-year growth of 102%, ranking first in the Douyin beauty category [1] - The online self-operated channel revenue share is expected to rise from 39.6% in 2022 to 78.2% in 2024, driven by the rapid growth in the Douyin channel [1] Group 2: Market Trends - Domestic beauty brands are experiencing substantial growth, with notable increases such as Han Shu at 58%, Proya at 23%, Marubi at 72%, and Kefu Mei at 28% in July [1] - The multi-channel strategy, including significant growth in Tmall and JD during the Double Eleven shopping festival, is expected to enhance market share and reduce reliance on a single channel [1]
港股异动｜上美股份(02145)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