来源:证券时报网
证券时报网讯,中信证券指出,化妆品行业新规执行,行业信息不对称程度降低;消费者认知能力增强,对原料关注程度提升;品牌端竞争逐步升级,研发实力成为关键要素,原料端产业链价值也因此放大。综合梳理两条投资主线:①研发实力强、资源积累丰富、且重视研发持续投入的品牌标的;②原料端产业链价值放大受益、持续投入扩张迎发展机遇的原料端标的。
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