Group 1 - The stock of Shangmei Co., Ltd. (02145) rose over 3%, reaching a new high of 102.5 HKD since its listing, with a current price of 101.1 HKD and a trading volume of 92.94 million HKD [1] - In August, domestic beauty brands showed strong momentum in the Douyin beauty market, with Han Shu leading the market with sales exceeding 700 million HKD [1] - Morgan Stanley expects the group to enhance its market share due to its multi-brand portfolio, R&D capabilities, omnichannel strategy, and increasing brand value, with a positive long-term outlook for the company [1] Group 2 - CICC's research report highlighted successful category expansion for the main brand Han Shu and rapid growth of several small brands since mid-year, validating the multi-brand group strategy [1] - The company is seen as having a solid foundation for building a platform-based cosmetics group, supported by talent and organizational structure [1] - The long-term growth prospects of the company are viewed positively by CICC [1]
上美股份涨超3%破顶 多品牌逻辑逐步兑现 机构看好公司中长期成长前景