603193 润本股份
交易中 07-24 13:17:36
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美容护理行业盘中拉升,润本股份涨7.64%
市场透视 · 01:58
美容护理行业盘中拉升,润本股份涨7.64%
华源证券:给予润本股份买入评级
证券之星 · 07-23 09:23
华源证券:给予润本股份买入评级
个护用品行业盘中拉升,润本股份涨停
市场透视 · 07-23 06:10
个护用品行业盘中拉升,润本股份涨停
异动快报:润本股份(603193)7月23日13点51分触及涨停板
证券之星 · 07-23 05:55
异动快报:润本股份(603193)7月23日13点51分触及涨停板
个护用品行业盘中跳水,可靠股份跌0.79%
市场透视 · 07-23 01:53
个护用品行业盘中跳水,可靠股份跌0.79%
三胎概念盘中拉升,彩虹集团涨停
市场透视 · 07-23 01:40
三胎概念盘中拉升,彩虹集团涨停
润本股份:驱蚊&婴童赛道协同发力 全渠道布局拓展业绩空间
华源证券 · 07-22 16:00
润本股份:驱蚊&婴童赛道协同发力 全渠道布局拓展业绩空间
个护用品行业盘中拉升,润本股份涨4.65%
市场透视 · 07-21
个护用品行业盘中拉升,润本股份涨4.65%
个护用品行业盘中跳水,可靠股份跌2.00%
市场透视 · 07-15
个护用品行业盘中跳水,可靠股份跌2.00%
每周股票复盘:润本股份(603193)股东JNRY VIII减持158.55万股
证券之星 · 07-12
每周股票复盘:润本股份(603193)股东JNRY VIII减持158.55万股
润本股份股价微跌0.77% 股东完成减持361万股
金融界 · 07-10
润本股份股价微跌0.77% 股东完成减持361万股
润本股份获得外观设计专利授权:“护肤品包装瓶”
证券之星 · 07-10
润本股份获得外观设计专利授权:“护肤品包装瓶”
润本股份:JNRY VIII累计减持360.84万股 减持计划期限届满
格隆汇 · 07-10
润本股份:JNRY VIII累计减持360.84万股 减持计划期限届满
个护用品行业盘中跳水,润本股份跌1.23%
市场透视 · 07-10
个护用品行业盘中跳水,润本股份跌1.23%
美容护理行业2025年中期投资策略:焕新 变革
东海证券 · 07-07
美容护理行业2025年中期投资策略:焕新 变革
润本股份06月25日主力净流出882.6万元 散户资金买入
市场透视 · 06-25
润本股份06月25日主力净流出882.6万元 散户资金买入
个护用品行业盘中跳水,润本股份跌1.17%
市场透视 · 06-25
个护用品行业盘中跳水,润本股份跌1.17%
【华西轻工】行业点评:平台与品牌格局变革,美妆618平稳收官
华西研究 · 06-24
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润本股份06月23日主力净流出206.8万元 散户资金买入
市场透视 · 06-23
润本股份06月23日主力净流出206.8万元 散户资金买入
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公司概况
公司名称:
润本生物技术股份有限公司
所属行业:
化学原料和化学制品制造业
上市日期:
2023-10-17
主营业务:
润本生物技术股份有限公司的主营业务是驱蚊类、个人护理类产品的研发,生产和销售。公司的主要产品是驱蚊产品系列、婴童护理产品系列、精油产品系列。2024年新获得2项国家授权发明专利,1项实用新型专利,10项外观设计专利,合计新获得13项专利。截至报告期末,公司拥有国家授权发明专利12项、实用新型专利12项、外观设计专利71项,合计拥有专利95项。
发行价格:
17.38
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广东佛山基孔肯雅热本地疫情或带动驱蚊品类销售。自7月8日,广东佛山基孔肯雅热本地疫情以来已确诊病例2158例。最新盈利预测明细如下:该股最近90天内共有24家机构给出评级,买入评级19家,增持评级5家;过去90天内机构目标均价为39.46。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025072300029268.shtml","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":"stockstar","symbols":["161027","603193"],"gpt_icon":0},{"id":"2553129150","title":"个护用品行业盘中拉升,润本股份涨停","url":"https://stock-news.laohu8.com/highlight/detail?id=2553129150","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553129150?lang=zh_cn&edition=full","pubTime":"2025-07-23 14:10","pubTimestamp":1753251041,"startTime":"0","endTime":"0","summary":"07月23日,个护用品行业盘中拉升,截至14点10分,个护用品行业整体指数上涨2.00%,报1644.580点。从个股上来看,该行业的成分股中,润本股份涨停,可靠股份、稳健医疗、洁雅股份涨幅居前。从资金上来看,截止发稿,个护用品行业主力净流入为1.47亿,其中润本股份受到资金热捧,主力净流入8981.50万;拉长时间线来看,该板块近20日主力资金净流入-2.04亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723141041954e2a7f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:55","pubTimestamp":1753250126,"startTime":"0","endTime":"0","summary":"证券之星7月23日盘中消息,13点51分润本股份触及涨停板。目前价格32.59,上涨9.99%。其所属行业个护用品目前上涨。领涨股为润本股份。该股为优化生育(三孩)概念热股,当日优化生育(三孩)概念上涨0.39%。7月23日的资金流向数据方面,主力资金净流入5080.3万元,占总成交额12.41%,游资资金净流出1348.78万元,占总成交额3.3%,散户资金净流出3731.52万元,占总成交额9.12%。","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://stock.stockstar.com/RB2025072300019616.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","603193"],"gpt_icon":0},{"id":"2553260527","title":"个护用品行业盘中跳水,可靠股份跌0.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553260527","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553260527?lang=zh_cn&edition=full","pubTime":"2025-07-23 09:53","pubTimestamp":1753235611,"startTime":"0","endTime":"0","summary":"07月23日,个护用品行业盘中跳水,截至09点53分,个护用品行业整体指数下跌0.50%,报1617.410点。从个股上来看,该行业的成分股中,可靠股份跌0.79%,倍加洁、诺邦股份、豪悦护理跌幅居前。从资金上来看,截止发稿,个护用品行业主力净流入为3489.25万,其中润本股份受到资金热捧,主力净流入3983.96万;拉长时间线来看,该板块近20日主力资金净流入-2.04亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072309533197b18c5c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:40","pubTimestamp":1753234831,"startTime":"0","endTime":"0","summary":"07月23日,三胎概念盘中拉升,截至09点40分,三胎概念整体指数上涨0.51%,报899.070点。从个股上来看,该概念的成分股中,彩虹集团涨停,润本股份涨幅超过5%。从资金上来看,截止发稿,三胎概念概念主力净流入为-6628.67万,其中彩虹集团受到资金热捧,主力净流入2960.75万;拉长时间线来看,该板块近20日主力资金净流入-105.62亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072309403197b185cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072309403197b185cb&s=b","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":"tencent","symbols":["003023","603193","BK0229","BK0224"],"gpt_icon":0},{"id":"2553211973","title":"润本股份:驱蚊&婴童赛道协同发力 全渠道布局拓展业绩空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2553211973","media":"华源证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553211973?lang=zh_cn&edition=full","pubTime":"2025-07-23 00:00","pubTimestamp":1753200000,"startTime":"0","endTime":"0","summary":"自7 月8 日,广东佛山基孔肯雅热本地疫情以来已确诊病例2158 例。阻断基孔肯雅热疾病传播的核心手段为预防蚊子叮咬,日常生活从“防蚊”和“灭蚊” 两方面入手,随着防蚊需求释放叠加后续天气转热,或将贡献公司驱蚊类产品营收增长。公司紧密跟踪细分市场需求,持续开发满足消费者痛点产品。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723162622a6bcd459&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723162622a6bcd459&s=b","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":"tencent","symbols":["BK0229","603193"],"gpt_icon":0},{"id":"2553447478","title":"个护用品行业盘中拉升,润本股份涨4.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553447478","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553447478?lang=zh_cn&edition=full","pubTime":"2025-07-21 09:41","pubTimestamp":1753062101,"startTime":"0","endTime":"0","summary":"07月21日,个护用品行业盘中拉升,截至09点41分,个护用品行业整体指数上涨1.00%,报1572.740点。从个股上来看,该行业的成分股中,润本股份涨4.65%,洁雅股份、登康口腔、百亚股份涨幅居前。从资金上来看,截止发稿,个护用品行业主力净流入为1312.62万,其中润本股份受到资金热捧,主力净流入1076.23万;拉长时间线来看,该板块近20日主力资金净流入-4.16亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721094141954a3458&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:10","pubTimestamp":1752545452,"startTime":"0","endTime":"0","summary":"07月15日,个护用品行业盘中跳水,截至10点10分,个护用品行业整体指数下跌1.01%,报1557.640点。从个股上来看,该行业的成分股中,可靠股份跌2.00%,依依股份、延江股份、润本股份跌幅居前。从资金上来看,截止发稿,个护用品行业主力净流入为-1500.65万,其中延江股份受到资金热捧,主力净流入388.03万;拉长时间线来看,该板块近20日主力资金净流入-4.41亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071510105297a667c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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VIII持有公司股份22,252,566股,占公司总股本的5.50%。","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://stock.stockstar.com/RB2025071300000485.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603193","BK0229"],"gpt_icon":0},{"id":"2550269678","title":"润本股份股价微跌0.77% 股东完成减持361万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2550269678","media":"金融界","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550269678?lang=zh_cn&edition=full","pubTime":"2025-07-11 02:15","pubTimestamp":1752171330,"startTime":"0","endTime":"0","summary":"润本股份7月10日股价收于29.74元,较前一交易日下跌0.23元,跌幅0.77%。当日成交量为41497手,成交金额达1.24亿元。该公司主营业务为化学原料及化学制品制造,2025年一季度实现营业收入2.40亿元,净利润4420万元。所属行业板块包括美容护理、化妆品等。最新公告显示,股东JNRY VIII已完成减持计划,通过集中竞价方式累计减持361万股,占公司总股本的0.89%。此次减持计划期限已届满。风险提示:股市有风险,投资需谨慎。","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":"https://finance.jrj.com.cn/2025/07/11021551614459.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0229","603193"],"gpt_icon":0},{"id":"2550678609","title":"润本股份获得外观设计专利授权:“护肤品包装瓶”","url":"https://stock-news.laohu8.com/highlight/detail?id=2550678609","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550678609?lang=zh_cn&edition=full","pubTime":"2025-07-11 02:10","pubTimestamp":1752171034,"startTime":"0","endTime":"0","summary":"证券之星消息,根据天眼查APP数据显示润本股份新获得一项外观设计专利授权,专利名为“护肤品包装瓶”,专利申请号为CN202430699168.0,授权日为2025年7月11日。专利摘要:1.本外观设计产品的名称:护肤品包装瓶。通过天眼查大数据分析,润本生物技术股份有限公司共对外投资了8家企业,参与招投标项目13次;财产线索方面有商标信息115条,专利信息105条,著作权信息59条;此外企业还拥有行政许可63个。","market":"fut","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://stock.stockstar.com/RB2025071100001272.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","603193"],"gpt_icon":0},{"id":"2550643328","title":"润本股份:JNRY VIII累计减持360.84万股 减持计划期限届满","url":"https://stock-news.laohu8.com/highlight/detail?id=2550643328","media":"格隆汇","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550643328?lang=zh_cn&edition=full","pubTime":"2025-07-10 17:14","pubTimestamp":1752138859,"startTime":"0","endTime":"0","summary":"格隆汇7月10日丨润本股份(603193.SH)公布,近日,公司收到JNRY VIII出具的《减持计划实施结果告知函》,截至本公告披露日,本次减持计划期限届满,JNRY VIII通过集中竞价方式累计减持360.84万股,占公司总股本的0.89%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710171429953d4268&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710171429953d4268&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["603193","BK0229"],"gpt_icon":0},{"id":"2550698560","title":"个护用品行业盘中跳水,润本股份跌1.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550698560","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550698560?lang=zh_cn&edition=full","pubTime":"2025-07-10 09:37","pubTimestamp":1752111444,"startTime":"0","endTime":"0","summary":"07月10日,个护用品行业盘中跳水,截至09点37分,个护用品行业整体指数下跌1.02%,报1556.260点。从个股上来看,该行业的成分股中,润本股份跌1.23%,两面针、登康口腔、诺邦股份跌幅居前。从资金上来看,截止发稿,个护用品行业主力净流入为-1043.53万,其中洁雅股份受到资金热捧,主力净流入84.26万;拉长时间线来看,该板块近20日主力资金净流入-5.40亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071009372497a054cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1751904000,"startTime":"0","endTime":"0","summary":"美护行业符合悦己需求,消费者对于情绪价值的追求持续提升,带动悦己型消费升温。行业景气度短期有所承压,医美产品更新换代快,供给端新品获批/产品矩阵组合或将推动下游消费者关注度提高。国家政策对于医美、化妆品等行业的影响较大,国家政策趋严或对行业产生一定影响,企业也将因政策变动受到一些影响。由于美护行业数据来源大多来自第三方,可能有数据不准确风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708193120a43dfe5a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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润本股份股价跌1.08%,报收32.85元,成交金额1.5亿元,换手率4.36%,振幅3.37%,量比2.01。润本股份今日主力资金净流出882.6万元,上一交易日主力净流入374.2万元。该股近5个交易日下跌2.12%,主力资金累计净流出474.7万元;近20日主力资金累计净流出5840.9万元,其中净流出天数为11日。净流出前三个股分别为豪悦护理、稳健医疗、润本股份。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625171845a71cc2a7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:20","pubTimestamp":1750807249,"startTime":"0","endTime":"0","summary":"华西轻工(一)降佣让利政策+兴趣内容生态,平台格局持续变革大促期间抖音美妆板块GMV占比正逐步接近淘系平台,交易规模庞大。根据青眼情报,国货品牌的上榜数量依旧不多,但珀莱雅和韩束继去年618在天猫与抖音分别登顶以来,今年继续稳据榜首。天猫618美容护肤类目TOP5品牌格局稳定,修丽可首次跻身前五取代海蓝之谜。(四)投资建议618大促美妆板块平稳落地,但平台与品牌格局持续变革,建议重点关注护城河深厚的国货公司。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250625072231a4bc33e7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1750694400,"startTime":"0","endTime":"0","summary":"近期有新材料医美产品获批的公司或关注度更高,尤其是此前以医药业务为主,新增医美板块布局的标的。爱美客内生角度或还在恢复过程中,核心关注外延收购REGEN带来的潜在业绩增量,以及中长期来看收购对于公司未来拓展海外市场的助力。OTA继续依托上游机酒的分散格局,议价能力保持平稳或小幅上涨。当前距离双减前市场集中度仍明显较低,仍有较大恢复空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624170242978c9735&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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