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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-2025-03-17
华龙证券·2025-03-17 08:37

Investment Rating - The investment rating for the beauty care industry is "Recommended" [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 Dengkang Oral, Aimeike, Runben Co., Marubi, and Longzi [9][10]. Industry News - Mo Yang Bio's recent MDSAP certification allows it to enter international markets more easily, enhancing its product's global competitiveness [19][23]. - Jiangsu Wuzhong confirmed its exclusive agency rights for AestheFill in China until August 28, 2032, despite market concerns regarding potential changes due to Aimeike's acquisition of Regen Biotech [4][12]. Investment Recommendations - The report suggests focusing on several key companies: 1. Marubi Bio, which has a strong growth momentum due to its comprehensive brand matrix and product range. 2. Juzhi Bio, which is expected to grow rapidly with the rise of recombinant collagen and domestic beauty trends. 3. Betaini, known for its high cost-performance ratio and strong product innovation. 4. Aimeike and Longzi, which are expected to drive growth through major products and extensive product pipelines. 5. Huadong Medicine, which shows strong potential in innovative drug development and medical beauty product pipelines [5][24][26].