消费医疗2024年应_老虎社区_美港股上老虎

孤雁投资
01-15

消费医疗2024年应该会持续复苏，感觉医美依然是最优质的消费医疗行业之一。

一方面，医美项目供给持续增加。根据中信证券，截至2023/12/12，根据国家药监局/美业观察微信公众号/Medactive/药智数据，共有12种核心成分的87个在研在申项目

另一方面，需求还在持续增长，看好新氧作为平台的机会。$新氧(SY)$ $爱美客(300896)$ $华熙生物(688363)$

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