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医美概念股受压 复锐医疗科技(01696)跌4.02% 大摩料下半年宏观和政策的不利因素压制医美企业增长

Aesthetic medicine stocks are under pressure, and Sisram Medical (01696) fell by 4.02%. Daiwa expects macro and policy factors to suppress the growth of cosmetic medicine companies in the second half of the year.

金吾財訊 ·  Jul 22, 2024 10:21

Aesthetic medicine concept stocks are under pressure, with Sisram Med (01696) falling 4.02%, Haohai Biotec (06826) falling 2.18%, Perfect Medical (01830) falling 1.92%, and RYER (06639) falling 1.39%.

On the news front, Morgan Stanley stated in its report that with the ongoing negative impact of anti-corruption efforts in the mainland, the market is expected to anticipate weak second-quarter results from medical technology companies. Investors are focusing on the timing and scale of the central government's upcoming fiscal stimulus plan, which will set expectations for medical technology stocks in the second half of this year and next year. At the same time, unfavorable macroeconomic and policy factors may continue to drag down consumption and medical aesthetics companies' growth.

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