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美容护理行业周报:摩漾生物获MDSAP五国认证,质量管理体系已达到国际领先水平
华龙证券·2025-03-17 08:36

Investment Rating - The investment rating for the beauty care industry is "Recommended" (maintained) [2][5]. Core Viewpoints - Mo Yang Bio has achieved MDSAP certification across five countries, indicating that its quality management system has reached an internationally leading level, which enhances the global competitiveness of Chinese medical beauty brands [3][19][24]. - The beauty care sector has shown strong growth momentum, with the Shenyin Wanguo Beauty Care Index rising by 8.43% from March 10 to March 14, 2025 [9]. Summary by Relevant Sections Recent Market Performance - The Shenyin Wanguo Beauty Care Index increased by 8.43% during the week of March 10 to March 14, 2025. The top five performing stocks were: 1. Dengkang Oral (001328.SZ) 2. Aimeike (300896.SZ) 3. Runben Co. (603193.SH) 4. Marubi Bio (603983.SH) 5. Longzi Co. (002612.SZ) [9]. Key Company Announcements - Jiangsu Wuzhong reaffirmed its exclusive agency rights for AestheFill (艾塑菲) in China until August 28, 2032, amidst market concerns regarding potential changes due to Aimeike's acquisition of Regen Biotech [4][12]. - Beitaini held its 2025 Supplier Conference, emphasizing the importance of quality in its supply chain and committing to high-quality development [13]. Investment Recommendations - Focus on companies with strong growth potential: 1. Marubi Bio, with a robust brand matrix and comprehensive product range. 2. Juzhi Bio, which is expected to grow rapidly due to the rise of recombinant collagen and domestic beauty trends. 3. Beitaini, known for its high cost-performance ratio and strong product innovation. 4. Aimeike and Longzi Co., which are expected to drive growth through major products and extensive product pipelines. 5. Huadong Medicine, showcasing strong potential in innovative drug development and medical beauty product pipelines [5][24][26].