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铝概念大涨

予“优大于市”评级。  海通国际主要观点如下:  食品饮料行业多赛道布局,全方位营销持续增强品牌力  中国旺旺历经六十余年发展,已成为全国闻名的食品饮料龙头企业,业务范围覆盖米果、乳饮料、休闲食品等多个赛道。公司股权结构集中,内部治理稳定,公司高管多数拥有丰富的行业经验。旺旺积极开展多方位营销,通过设计广告语和打造品牌IP极大提升了品牌知名度,使得旺旺成为了家喻户晓的国民品牌。  支柱业务乳饮料稳

威高国际(01173)涨5.13%,颖通控股(06883)涨3.30%,自然美(00157)涨1.89%。消息面上,华源证券发布研报称,2025年9月,抖音美妆类目GMV同比增长19.7%,环比下滑10.4%。从带货维度来看,国货品牌自营表现亮眼,TOP20美妆品牌榜单中自营大于达人推广GMV贡献率的品牌数占比达60%,自营GMV占比超50%的品牌均来自国货,其中韩束与百雀羚的自营GMV占比均超7

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