商贸零售行业周报：亚马逊PRIMEDAY增长稳健低价商店项目已在路上

开源证券股份有...07-21

亚马逊Prime Day 大促增长稳健，布局低价商店项目本周（7 月17 日），亚马逊一年一度的Prime Day 大促收官，根据Adobe Analytics数据，本次大促GMV 达142 亿美元，同比增长11%。亚马逊官方表示活动期间，平台不仅创下新的销售纪录，售出商品数量也超过往届；其中，全球第三方卖家包括中国卖家在内表现出色。Prime Day 大促作为亚马逊年中重要销售事件，稳健的增长...

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人乐（+23.3%）、国光连锁（+10.4%）、大连友谊（+6.0%）涨幅靠前。投资建议：关注消费复苏主线下的高景气赛道优质公司投资主线一（黄金珠宝）：关注具备“稳增长+高股息”属性的黄金珠宝龙头品牌，重点推荐潮宏基、周大生、老凤祥、中国黄金等；投资主线二（化妆品）：关注把握细分结构性机会且综合实力强的国货美妆品牌，重点推荐丸美股份、润本股份、珀莱雅、巨子生物等；投资主线三（医美）：关注差异化医美产品上游厂商及医美机构龙头，重点推荐医美产品端爱美客、科笛-B，医美机构端朗姿股份；投资主线四（跨境电商）：关注顺应海外市场消费降级和线上化趋势、具备强运营能力的跨境电商头部卖家，重点推荐华凯易佰、吉宏股份。风险提示：消费恢复不及预期、行业竞争加剧、政策风险等。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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商贸零售行业周报：亚马逊PRIMEDAY增长稳健 低价商店项目已在路上

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商贸零售行业周报：亚马逊PRIMEDAY增长稳健低价商店项目已在路上