美容护理行业周报：华东医药V20获批，润本股份投资打造未来工厂

Investment Rating - The industry investment rating is "Overweight" indicating that the industry index is expected to outperform the CSI 300 index by 10% or more in the next six months [29] Core Insights - The beauty and personal care sector has shown strong performance, with the Shenwan Beauty and Personal Care Index rising by 24.37%, outperforming the CSI 300 Index by 8.67 percentage points, ranking second among all Shenwan first-level industries [7][14] - Key stocks in the sector have also performed well, with notable increases in share prices for companies such as Aimeike (41.99%), Beitaini (31.59%), and Huaxi Biological (31.03%) [7][16] Market Performance - The CSI 300 Index increased by 15.70% this week, while the Shenwan Beauty and Personal Care Index saw a rise of 24.37%, indicating a strong upward trend in the sector [14] - The beauty and personal care sector has experienced a year-to-date decline of 10.75%, despite the recent surge [14] Important Announcements and News - Huadong Pharmaceutical's V20 device, a multifunctional medical beauty platform, has received NMPA approval, enhancing the company's product matrix in the medical beauty market [8][19] - Huaxi Biological's new production base in Xiangtan has officially commenced operations, focusing on the production of medical terminal products [8][20] - Runben Co. plans to invest 700 million yuan in a smart manufacturing future factory project, aimed at expanding production capacity and enhancing technological capabilities [8][21] Investment Recommendations - The upcoming Double Eleven shopping festival in October is expected to boost the cosmetics sector, with a recommendation to focus on high-quality domestic brands like Proya and Juzhibio [9] - The medical beauty sector is characterized by dual development of supply and demand, with an emphasis on compliance and domestic substitution, suggesting a focus on leading companies with rich product lines like Aimeike and Jiangsu Wuzhong [9]