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02145 上美股份
交易中 08-18 11:46:31
20.460
-8.440
-29.20%
最高
24.580
最低
20.000
成交量
899.71万
今开
24.580
昨收
28.900
日振幅
15.85%
总市值
81.43亿
流通市值
42.22亿
总股本
3.98亿
成交额
1.93亿
换手率
4.36%
流通股本
2.06亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
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市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
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新帖
简况
港股低开，韩束销售滑坡，上美股份“崩了”
每日经济新闻 · 51分钟前
港股低开，韩束销售滑坡，上美股份“崩了”
上美股份（02145）大跌近30% 料中期利润同比减少至多78.4%
金吾财讯 · 10:41
上美股份（02145）大跌近30% 料中期利润同比减少至多78.4%
港股新消费概念股集体走低！上美股份跌超28%，预期中期利润跌76.6%-78.4%
老虎资讯综合 · 10:05
港股新消费概念股集体走低！上美股份跌超28%，预期中期利润跌76.6%-78.4%
上美股份：预计上半年收入同比减少约8.5%至9.5%
财中社 · 09:54
上美股份：预计上半年收入同比减少约8.5%至9.5%
上美股份(02145.HK)的下一个十年：多品牌矩阵的全球化叙事
格隆汇 · 08-17 21:59
上美股份(02145.HK)的下一个十年：多品牌矩阵的全球化叙事
上美股份（02145）发布盈利警告：预计2026年上半年净利降至1.20亿–1.30亿元
公告速递 · 08-17 21:02
上美股份（02145）发布盈利警告：预计2026年上半年净利降至1.20亿–1.30亿元
上美股份(02145)拟于8月27日审议2026年中期业绩
公告速递 · 08-17 21:02
上美股份(02145)拟于8月27日审议2026年中期业绩
上美股份(02145.HK)预期中期取得收入约37.18亿元至37.59亿元
智通财经 · 08-17 21:01
上美股份(02145.HK)预期中期取得收入约37.18亿元至37.59亿元
上美股份预期2026年上半年净利润1.2亿至1.3亿元人民币，同比下滑78.4%至76.6%
美股速递 · 08-17 20:59
上美股份预期2026年上半年净利润1.2亿至1.3亿元人民币，同比下滑78.4%至76.6%
上美股份预计2026年上半年营收37.18亿至37.59亿元人民币，同比下降8.5%至9.5%
美股速递 · 08-17 20:59
上美股份预计2026年上半年营收37.18亿至37.59亿元人民币，同比下降8.5%至9.5%
上美股份3.84亿增持newpage一页，押注婴童功效护肤赛道
北京商报 · 08-12
上美股份3.84亿增持newpage一页，押注婴童功效护肤赛道
上美股份拟3.84亿元收购上海怡页29%股权 与章子怡团队共享品牌成长成果
财中社 · 08-12
上美股份拟3.84亿元收购上海怡页29%股权 与章子怡团队共享品牌成长成果
上美股份拟3.84亿元增持上海怡页29%股权 控股比例升至80%
公告速递 · 08-11
上美股份拟3.84亿元增持上海怡页29%股权 控股比例升至80%
化妆品板块活跃 上美股份（02145）涨7.94%、毛戈平（01318）涨4.25%
金吾财讯 · 08-10
化妆品板块活跃 上美股份（02145）涨7.94%、毛戈平（01318）涨4.25%
上美股份更新2026年7月股份变动月报表，注册股本增至398,276,971元
公告速递 · 08-06
上美股份更新2026年7月股份变动月报表，注册股本增至398,276,971元
【券商聚焦】国泰海通：美护板块持仓估值处于底部 有望展现修复弹性
金吾财讯 · 08-04
【券商聚焦】国泰海通：美护板块持仓估值处于底部 有望展现修复弹性
【券商聚焦】华泰证券：美护基本面有支撑，关注再平衡下配置机会
金吾财讯 · 07-31
【券商聚焦】华泰证券：美护基本面有支撑，关注再平衡下配置机会
美妆板块多股上扬 上美股份（02145）涨5.85%、毛戈平（01318）涨5.50%
金吾财讯 · 07-30
美妆板块多股上扬 上美股份（02145）涨5.85%、毛戈平（01318）涨5.50%
上美股份（02145）完成148,529股H股发行并修订公司章程
公告速递 · 07-29
上美股份（02145）完成148,529股H股发行并修订公司章程
港股新消费概念股持续走强！小米集团涨超7%，沪上阿姨涨超5%
老虎资讯综合 · 07-27
港股新消费概念股持续走强！小米集团涨超7%，沪上阿姨涨超5%
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公司概况
公司名称：
上美股份
所属市场：
SEHK
上市日期：
--
主营业务：
上海上美化妆品股份有限公司是一家主要从事化妆品生产及销售的中国公司。该公司主要销售“韩束”、“一叶子”、“红色小象”及其他品牌产品。该公司产品用于护肤、母婴护理等。该公司通过线上和线下渠道销售产品。该公司主要在中国国内和海外市场开展业务。
发行价格：
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10:55","pubTimestamp":1787021743,"startTime":"0","endTime":"0","summary":"8月18日早间，港股市场小幅低开。早间开盘，恒生指数报25368.87点，低开84.36点，跌幅0.33%；恒生科技指数开盘报4768.81点，低开13.22点，跌幅0.28%。主要原因是公司主打护肤品牌韩束收入下降。自2026年7月以来，韩束品牌销售收入已呈现逐步回升趋势。黄金股延续涨势，紫金黄金国际涨超4%。核心原因在于，前期套牢盘体量庞大，一旦股价回升便引发新一轮解套抛压，反弹难以一步到位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"fenghuang_stock","url":"https://finance.ifeng.com/c/8vgbkhX3kE0","rn_cache_url":null,"customStyle":"","selectors":"article, 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上美股份（02145）发盈警，拖累早盘股价表现，最新报20.28港元，跌29.83%，成交额1.36亿港元。公告显示，集团预计6月止六个月利润介乎1.2亿至1.3亿人民币，较去年同期减少76.6%-78.4%。收入介乎37.18亿至37.59亿人民币，预计减少8.5%-9.5%。主要由于集团收入占比较高的科学抗衰护肤品牌韩束受阶段性市场因素影响，销售收入有所下降，该品牌对集团贡献的毛利相应减少；及持续对人力资源、研发及品牌等方面的投入，导致利润下降。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988512","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0502904849.HKD","LU2242644610.SGD","BK1207","LU0455707207.USD","02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122557782","title":"港股新消费概念股集体走低！上美股份跌超28%，预期中期利润跌76.6%-78.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122557782","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1122557782?lang=zh_cn&edition=full","pubTime":"2026-08-18 10:05","pubTimestamp":1787018709,"startTime":"0","endTime":"0","summary":"8月18日，港股新消费概念股集体走低，$上美股份(02145)$跌超28%，预期中期利润跌76.6%-78.4%；$布鲁可(00325)$跌超5%，$锅圈(02517)$跌超4%，$巨子生物(02367)$、$达势股份(01405)$跌超3%。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0211977185.USD","VXUS","LU0348766576.USD","KCAI","BK1213","90076","LU0348767384.USD","01405","02517","BK4588","BK1233","BK1207","02367","SG9999004311.SGD","02145","LU0455707207.USD","BK1132","IE0009570106.USD","00325","LU0502904849.HKD","LU2488822045.USD","BK4585","LU2242644610.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660345633","title":"上美股份：预计上半年收入同比减少约8.5%至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660345633","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660345633?lang=zh_cn&edition=full","pubTime":"2026-08-18 09:54","pubTimestamp":1787018040,"startTime":"0","endTime":"0","summary":"8月17日，上美股份（02145）发布公告，预计截至2026年6月30日止六个月的收入将介乎约37.18亿元至37.59亿元，较截至2025年6月30日止六个月的收入约41.08亿元减少约8.5%至9.5%。同时，预计本公司利润介乎约1.2亿元至1.3亿元，较截至2025年6月30日止六个月的利润约5.56亿元减少约76.6%至78.4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608183844269597.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608183844269597.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1207","LU0502904849.HKD","LU2242644610.SGD","LU0455707207.USD","02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660433602","title":"上美股份(02145.HK)的下一个十年：多品牌矩阵的全球化叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2660433602","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660433602?lang=zh_cn&edition=full","pubTime":"2026-08-17 21:59","pubTimestamp":1786975161,"startTime":"0","endTime":"0","summary":"上美股份当前正处在从单品牌驱动向多品牌全球化集团转型的关键节点。","market":"sg","thumbnail":"https://img7.gelonghui.com/column/2/110.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/110.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6108278","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["BK1207","LU0502904849.HKD","LU0455707207.USD","02145","LU2242644610.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156334385","title":"上美股份（02145）发布盈利警告：预计2026年上半年净利降至1.20亿–1.30亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156334385","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1156334385?lang=zh_cn&edition=full","pubTime":"2026-08-17 21:02","pubTimestamp":1786971754,"startTime":"0","endTime":"0","summary":"上海时间2026年8月17日，上海上美化妆品股份有限公司公告披露，截至2026年6月30日止六个月，公司收入预计介乎37.18亿–37.59亿元，较2025年同期的41.08亿元下滑约9.5%至8.5%。同期，公司预计实现本公司利润1.20亿–1.30亿元，较2025年同期的5.56亿元下降约78.4%至76.6%。公司表示，自2026年7月以来，“韩束”品牌销售收入已呈现逐步回升趋势。上美股份预计将于2026年8月底前披露截至2026年6月30日止六个月的中期业绩，并提醒投资者在买卖公司股份时保持谨慎。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175917851","title":"上美股份(02145)拟于8月27日审议2026年中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1175917851","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1175917851?lang=zh_cn&edition=full","pubTime":"2026-08-17 21:02","pubTimestamp":1786971752,"startTime":"0","endTime":"0","summary":"上美股份(02145)8月17日公告称，公司董事会将于2026年8月27日（星期四）召开会议，主要议题包括：审议并批准公司及其附属公司截至2026年6月30日止六个月的中期业绩及其发布，并处理其他相关事项。董事会目前由8名董事组成，其中包括4名执行董事、1名职工代表董事及3名独立非执行董事。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660438333","title":"上美股份(02145.HK)预期中期取得收入约37.18亿元至37.59亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660438333","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660438333?lang=zh_cn&edition=full","pubTime":"2026-08-17 21:01","pubTimestamp":1786971701,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1207","LU2242644610.SGD","LU0502904849.HKD","LU0455707207.USD","02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110215400","title":"上美股份预期2026年上半年净利润1.2亿至1.3亿元人民币，同比下滑78.4%至76.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110215400","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1110215400?lang=zh_cn&edition=full","pubTime":"2026-08-17 20:59","pubTimestamp":1786971550,"startTime":"0","endTime":"0","summary":"上美股份预计其2026年上半年业绩将呈现显著回落态势。据公司最新公告，期内净利润预期介于人民币1.2亿元至1.3亿元区间，这一数字相较于去年同期，降幅高达78.4%至76.6%。具体来看，这一业绩预告反映出公司在报告期内面临多重经营压力与市场挑战。尽管未详细披露下滑的具体驱动因素，但如此显著的盈利收缩，无疑将引发市场对公司未来增长前景的重新评估。值得注意的是，该利润区间不仅揭示了整体盈利规模的急剧收窄，也暗示了公司在成本控制、营收增长以及市场竞争格局应对等方面可能存在的结构性难题。业界或将密切关注公司后续发布的详细财务报告，以探究业绩变动的深层次原因。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2242644610.SGD","LU0455707207.USD","LU0502904849.HKD","02145","BK1207"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188627280","title":"上美股份预计2026年上半年营收37.18亿至37.59亿元人民币，同比下降8.5%至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188627280","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188627280?lang=zh_cn&edition=full","pubTime":"2026-08-17 20:59","pubTimestamp":1786971548,"startTime":"0","endTime":"0","summary":"上美股份（CHICMAX）发布业绩预告，预计2026年上半年实现营业收入37.18亿至37.59亿元人民币。\n与上年同期相比，这一营收规模意味着公司将录得8.5%至9.5%的同比降幅。在消费市场持续承压的背景下，该公司上半年的收入表现呈现出一定程度的收缩态势。\n上述数据反映出上美股份在报告期内面临的经营挑战，同时也为投资者提供了观察其短期业绩走向的关键参考指标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1207","LU0502904849.HKD","LU2242644610.SGD","LU0455707207.USD","02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658903178","title":"上美股份3.84亿增持newpage一页，押注婴童功效护肤赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2658903178","media":"北京商报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658903178?lang=zh_cn&edition=full","pubTime":"2026-08-12 22:07","pubTimestamp":1786543677,"startTime":"0","endTime":"0","summary":"为摆脱对单一品牌韩束的过度依赖，上美股份正加速培育第二增长曲线。8月11日，上美股份公告，以合计约3.84亿元收购婴童功效护肤品牌“newpage一页”所属公司上海怡页29%股权，持股比例由51%升至80%。根据上美股份公告，卖方大脚投资的主要有限合伙人为演员章子怡，交易后章子怡继续持股并担任品牌代言人；集团副总裁刘明同步出售其持有的6%股权，套现约7944万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123839473696.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123839473696.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1207","LU0502904849.HKD","02145","LU2242644610.SGD","LU0455707207.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658794784","title":"上美股份拟3.84亿元收购上海怡页29%股权 与章子怡团队共享品牌成长成果","url":"https://stock-news.laohu8.com/highlight/detail?id=2658794784","media":"财中社","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658794784?lang=zh_cn&edition=full","pubTime":"2026-08-12 09:12","pubTimestamp":1786497120,"startTime":"0","endTime":"0","summary":"8月11日，上美股份（02145）发布公告，公司全资附属公司上海青道签订2份股权转让协议及一份补充协议，合计以约3.84亿元收购上海怡页（公司非全资附属公司，旗下拥有婴童功效护肤品牌“newpage一页”）合计29%的股权。其中，以约3.05亿元收购大脚投资持有的23%股权，以约7944万元收购刘明持有的6%股权。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123838699588.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123838699588.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02145","LU0502904849.HKD","LU0455707207.USD","LU2242644610.SGD","BK1207"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141410728","title":"上美股份拟3.84亿元增持上海怡页29%股权 控股比例升至80%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141410728","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1141410728?lang=zh_cn&edition=full","pubTime":"2026-08-11 21:06","pubTimestamp":1786453590,"startTime":"0","endTime":"0","summary":"2026年8月11日，上海上美化妆品股份有限公司发布公告称，其全资子公司上海青道企业管理有限公司当日分别与共青城大脚投资合伙企业及公司副总裁刘明女士签订两份股权转让协议，并与大脚投资另行签订补充协议，拟分步收购上海怡页生物科技有限公司合计29%股权。交易完成后，上美股份通过上海青道持有上海怡页股权将由51%增至80%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658989817","title":"化妆品板块活跃 上美股份（02145）涨7.94%、毛戈平（01318）涨4.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658989817","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658989817?lang=zh_cn&edition=full","pubTime":"2026-08-10 16:00","pubTimestamp":1786348800,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股化妆品板块表现活跃，截至发稿，上美股份 涨7.94%，毛戈平涨4.25%，巨子生物涨3.38%。抖音化妆品GMV达1503.4亿元，同比增长14.5%，其中护肤品类增速放缓至9.9%，彩妆香水品类增长较快，同比增长39.2%；国货品牌仍保持64.1%的份额优势，但外资品牌已逐步适应内容电商逻辑，份额同比提升2个百分点至37.9%，渗透持续加速。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987847","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1207","BK1525","LU2242644610.SGD","LU2488822045.USD","BK1602","BK1577","LU0455707207.USD","00178","LU0348767384.USD","SG9999004311.SGD","LU0348766576.USD","LU0502904849.HKD","BK1224","BK1502","02367","02145","BK1601","01318"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109184322","title":"上美股份更新2026年7月股份变动月报表，注册股本增至398,276,971元","url":"https://stock-news.laohu8.com/highlight/detail?id=1109184322","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1109184322?lang=zh_cn&edition=full","pubTime":"2026-08-06 17:31","pubTimestamp":1786008685,"startTime":"0","endTime":"0","summary":"上海上美化妆品股份有限公司于2026年8月6日发布2026年7月股份变动月报表，披露了7月期间的股本结构与股份变动情况。报告期内，公司注册股本由人民币206,375,882元增至人民币206,524,411元，非上市股份对应注册股本未发生变动，总注册股本升至人民币398,276,971元。公司确认，所有本月新发行股份及其他相关事宜均已获得董事会正式授权，并遵守香港联交所《上市规则》和其他法律规定。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02145"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656585766","title":"【券商聚焦】国泰海通：美护板块持仓估值处于底部 有望展现修复弹性","url":"https://stock-news.laohu8.com/highlight/detail?id=2656585766","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656585766?lang=zh_cn&edition=full","pubTime":"2026-08-04 09:16","pubTimestamp":1785806188,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券表示，美护板块持仓估值处于底部，有望展现修复弹性。年初以来美护板块受市场情绪、及部分头部品牌线上数据偏弱等影响，出现较大回撤、至26年7月申万美容护理板块YTD跌幅18%，当前头部标的2026E估值基本已经回落至15-25x，板块Q2机构持仓低于0.1%，估值及持仓均处于低位。该机构认为美护板块因产品创新较多，且国货整体处于崛起趋势，仍有较多自下而上高成长机会。当前板块头部公司估值已处于历史低位，随着高端美奢数据企稳改善及市场风格再平衡，该机构认为板块有望展现修复弹性。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987408","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02611","LU0348766576.USD","BK0012","01318","02145","BK0184","BK1207","BK0201","LU0502904849.HKD","601211","LU2242644610.SGD","BK0188","KCE","BK0183","SG9999004311.SGD","BK1147","02367","LU0455707207.USD","BK1564","LU0348767384.USD","BK0276","02657","BK0028","LU2488822045.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655095380","title":"【券商聚焦】华泰证券：美护基本面有支撑，关注再平衡下配置机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2655095380","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655095380?lang=zh_cn&edition=full","pubTime":"2026-07-31 09:06","pubTimestamp":1785460005,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，美容护理指数 年初以来累计跌19.8%，位列第25/31；PE 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