Investment Rating - The investment rating for the beauty care industry is "Recommended" (maintained) [2][27]. Core Viewpoints - The Chinese medical beauty industry is rapidly enhancing its global position through technological innovation and internationalization. The increasing consumer pursuit of beauty and health is leading to a diversification of medical beauty products, indicating a broad market outlook [27]. - Recent breakthroughs include the approval of hair transplant robots and advancements in weight loss drugs, highlighting the industry's innovative progress [3][4]. Summary by Relevant Sections Recent Market Performance - From February 10 to February 14, 2025, the Shenwan Beauty Care Index rose by 1.41%. The top five performing stocks in the sector included Kedi-B, Jieya Co., Bavi Co., Perfect Medical, and Liangmian Needle, while the bottom five included Runben Co., Marubi, Dengkang Oral, Sihuan Pharmaceutical, and Fulejia [8][9]. Industry News - Blue Science Medical's new cosmetic raw material, "Ginseng Galacturonic Acid Oligosaccharide," has been successfully registered, marking a significant step in the modern scientific application of ginseng in cosmetics. This new material is expected to generate a market potential exceeding 1 billion yuan [11]. - Shanghai Moyang Biotechnology showcased its self-developed hydroxyapatite microsphere facial filler at the 2025 IMCAS Paris International Conference, aiming for global market entry [4][23][26]. Investment Recommendations - The report suggests focusing on the following companies: 1) Giant Biological, 2) Haohai Biological, 3) Huaxi Biological, 4) East China Pharmaceutical, and 5) Runben Co. [27]. - The earnings per share (EPS) and price-to-earnings (PE) ratios for these companies indicate a positive outlook for their financial performance in the coming years [29].
美容护理行业周报:中国医美技术加速创新,关注市场前景
CHINA DRAGON SECURITIES·2025-02-18 00:20