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业绩超预期与低度酒新品共振,舍得酒业切入新消费领域获市场关注,近期涨幅显著
Sou Hu Wang· 2025-08-27 02:18
8月22日盘后,舍得酒业(600702.SH)发布2025年半年度报告。报告显示,公司上半年实现营业收入27.01亿 元,归属于上市公司股东的净利润4.43亿元。 值得关注的是,在白酒行业传统消费淡季的二季度,舍得酒业展现出强劲的经营韧性:单季实现营业收入 11.25亿元,同比基本持平;归母净利润9717万元,同比大幅增长139.5%。公司也因此成为贵州茅台之外,又 一家在二季度实现归母净利润正增长的白酒上市公司。 纵观上半年,公司一季度归母净利润已超2024年全年水平,二季度同比增幅更超一倍,利润端复苏动能强 劲。这既印证了公司主动调整下盈利弹性的释放,也标志着其内在增长动力已完成阶段性修复,正步入稳 健修复通道。舍得酒业超预期的业绩复苏迅速获得市场认可,8月25日公司股价盘中强势封板涨停,年内累 计涨幅转正。 多项核心数据指标强势反弹 多家机构给予"买入"评级 当前,白酒行业正经历深刻的结构性变革。中国酒业协会发布的《2025中国白酒市场中期研究报告》指 出,酒类产业已进入了新一轮政策调整、消费结构转型与分化、存量竞争深度调整的"三期叠加"局面。 对此,多个机构发表研报认为,舍得酒业利润修复进度超预期,经 ...
威派格:2025年上半年现金流大幅改善,强有力的股权激励措施助力企业高质量发展
Sou Hu Wang· 2025-08-27 02:18
随半年报一起发布的,还有威派格正式推出覆盖董事、监事、高管及核心骨干员工的员工持股计划。该 计划总募集资金不超过3,681.04万元,对应股份不超过1,034万股,约占公司总股本1.81%。标的股份全 部来自公司已回购的股票,认购价格为3.56元/股,大幅低于市场均价,体现出公司对核心人才的激励 决心。 与单纯的激励工具不同,该计划的锁定期最长60个月,设置了"分期解锁+业绩考核"的约束机制。员工 所认购的股份需在12个月、24个月和36个月分三批解锁,解锁比例分别为40%、30%、30%。同时,解 锁条件与公司未来三年的业绩目标紧密挂钩,在2025年至2027年间,公司净利润与营业收入各不低于 0.30/1.00/2.00亿元与13.00/15.60/18.72亿元的情况下,视作公司整体业绩目标达成,且个人考核合格, 员工才能分批次解锁所持股份,实现与企业经营成果的真正共赢。 具体来看,威派格2025年上半年经营性现金流净额为-7,762万元,得益于应收账款清收力度的持续加 大,较同期-3.04亿元的数据,大幅改善超过2.2亿元。报告期内,公司回款金额同比增加0.42亿元,其 中2024年及以前年度形成的应 ...
君实生物2025中报:经营业绩延续向好趋势 上半年营收增长49% 亏损缩窄36%
Sou Hu Wang· 2025-08-26 12:34
8月26日晚间,君实生物(688180.SH/1877.HK)披露中报,上半年延续向好趋势,经营业绩改善明 显。在经营质量和商业团队效率提升、医保适应症新增以及全球化加速布局等多重因素推动下,2025 年上半年,君实生物实现营业收入11.68亿元,同比增长49%;归母净亏损收窄36%至4.13亿元,可 持续经营能力得到进一步巩固提升。 上半年君实生物实现药品销售收入10.59亿元,同比增长49%,商业化能力持续夯实。这主要得益于商 业化团队的销售效率提高,以及更多适应症获批。 2025年,君实生物核心产品特瑞普利单抗(拓益®)共有10项适应症纳入国家医保目录,并实现了第11 项和第12项新适应症在中国内地获批。中报数据显示,特瑞普利单抗于国内市场实现销售收入9.54亿 元,同比增长约42%,商业化加速放量。全球商业化方面,2025年上半年,特瑞普利单抗先后在澳大 利亚、新加坡、阿联酋和科威特获批上市。目前其成功注册上市的市场已拓展至全球四大洲40个国家 和地区。 在商业化能力提升的同时,君实生物不断提升经营质量,锚定提质、降本、增效等各项战略,将资源聚 焦于更具潜力的研发项目,并通过优化业务结构、提升运营效率 ...
肠胃敏感如何补钙?吸收率低怎么办?6款钙剂测评助你精准避雷
Sou Hu Wang· 2025-08-26 11:13
钙是维持骨骼健康的核心营养素,然而饮食摄入不足与吸收效率低已成为普遍问题。其实,科学补钙≠ 盲目追求高含量——选对钙的种类、搭配辅助成分、甚至剂型设计,都直接影响补钙效果。 这次,我们挑选了市面上热门的6款钙补充产品,从钙的类型、核心营养成分、吸收原理,到分别适合 哪些人,为你多角度横向对比分析,帮你绕开选购陷阱,轻松找到适合自己的那一款。 (一)钙片 1. 钙尔奇碳酸钙D3片 成分:600mg碳酸钙、125IUVD3 产品特点:OTC补充钙剂,采用碳酸钙,使用微粉化技术,有助于进一步提高药物溶出速度,提高钙 元素的吸收速率。同时添加进口维生素D,使用Actilease™微胶囊技术,提升生物利用率和稳定性。钙 和维生素D同补,帮助防治骨质疏松。 注意事项:碳酸钙依赖胃酸溶解,胃酸分泌不足或肠胃敏感人群可能引起不适。 2. Swisse斯维诗柠檬酸钙片 注意事项:碳酸钙依赖胃酸溶解,胃酸分泌不足或肠胃敏感人群可能引起不适。 2. Schiff旭福维生素D维生素K软胶囊 成分:333mg柠檬酸钙、665IU VD、60μg VK 产品特点:采用柠檬酸钙,柠檬酸钙对胃肠道的刺激很小,成分温和且吸收率高,遇水即可高速 ...
钙片、胶囊、液体钙到底怎么选?一篇给你讲清楚,告别选择困难
Sou Hu Wang· 2025-08-26 11:13
Core Viewpoint - Calcium is essential for bone health, but many people's diets fail to meet the necessary intake due to high salt and selective eating habits. It is crucial for long-term low-calcium dieters, menopausal women, the elderly, and those with limited physical activity to adjust their diets and scientifically supplement calcium [1] Group 1: Common Misconceptions - Misconception 1: More calcium is better. Excessive calcium intake can lead to health risks, and recommended daily intake varies by age and physiological status, such as 800mg for children aged 4-10 and adults over 18, and 1000mg for teenagers aged 11-17 and seniors over 50 [2][3] - Misconception 2: The type of supplement determines absorption. The source of calcium is more critical than the form of the supplement. For example, calcium carbonate requires sufficient stomach acid for absorption, while calcium citrate is more easily absorbed [4][5] - Misconception 3: Only calcium supplementation is necessary. Calcium absorption is enhanced by other nutrients like Vitamin D, Vitamin K, and collagen, which should be taken together for optimal effectiveness [6][7][8] Group 2: Product Comparisons - Calcium Tablets: - Calcium Carbonate D3 Tablets contain 600mg of calcium carbonate and 125 IU of Vitamin D3, but may cause discomfort for those with low stomach acid [11] - Swisse Calcium Citrate Tablets contain 333mg of calcium citrate, 665 IU of Vitamin D, and 60μg of Vitamin K, with a high absorption rate and minimal gastrointestinal discomfort [14] - Calcium Capsules: - Tongrentang DK Capsules contain 500mg of calcium carbonate, 360 IU of Vitamin D, and 24μg of Vitamin K, but may cause constipation due to the calcium source [17] - Schiff Vitamin D and K Softgels contain 500mg of a dual calcium source and are easy to swallow, but may require additional supplementation of nutrients [20] - Liquid Calcium: - Mom's Garden Liquid Calcium contains 500mg of patented organic calcium and 400 IU of Vitamin D, with a high absorption rate and added collagen for joint support [23] - Golden Calcium Liquid contains 300mg of calcium citrate and additional nutrients to enhance absorption, but may require further supplementation [26] Group 3: Key Principles for Effective Calcium Supplementation - Choose the right type of calcium based on individual digestive sensitivity, preferring calcium citrate or natural biological calcium [27] - Ensure synergistic intake with Vitamin D and Vitamin K2 for better absorption and utilization [28] - Monitor dosage to avoid excessive intake, with a recommendation of ≤500mg per single dose and total daily intake [28] - Select supplements that are easy to take and fit personal preferences to ensure adherence [28] - Individualize choices based on specific health needs and consult medical professionals if diagnosed with osteoporosis [29]
技术驱动还是营销制胜?浅香获"2025中国好配方年度大奖"背后的品牌突围逻辑
Sou Hu Wang· 2025-08-26 10:25
Core Insights - The beauty and personal care industry is undergoing a significant transformation as consumers become more ingredient-conscious and demand real data over brand narratives [1] - The "2025 China Good Formula Annual Awards" recognized the "Vitality Oil Control Volumizing Shampoo" from the young Guangdong brand, Shallow Fragrance, highlighting its innovative approach [1][4] Industry Trends - The Chinese fragrance market is projected to grow at a compound annual growth rate (CAGR) of approximately 21.78% from 2021 to 2025, with volumizing effects becoming a key demand among Gen Z consumers [4] - The emergence of professional awards like the "China Good Formula" aims to set scientific standards for evaluating product value, reflecting a shift towards data-driven consumer choices [1][4] Company Strategy - Shallow Fragrance has carved a niche in the "volumizing hair care" segment, leveraging a proprietary "B13 Amino Acid Formula System" that combines amino acid cleansing and nourishing ingredients with natural plant extracts [4][13] - The brand's marketing strategy focuses on local cultural elements, such as a promotional campaign offering live chickens with shampoo purchases, which resonates well with the Guangdong consumer base [7][9] Product Development - The award-winning shampoo features a unique amino acid volumizing system designed for sensitive scalps, incorporating ingredients like oat amino acids and patented oil control peptides with a suppression rate of 38.57% [4][6] - Shallow Fragrance's product line includes innovative offerings that blend efficacy with fragrance, appealing to modern consumer preferences [6][13] Market Positioning - The brand has achieved significant sales milestones, selling over 100 million bottles in 2024 and ranking 48th in the national cosmetics list, demonstrating its competitive edge in a challenging market [11] - Shallow Fragrance's localized marketing and product strategies have fostered strong brand loyalty among consumers, particularly in the Guangdong region [9][11] Future Challenges - As Shallow Fragrance continues to grow, it faces the challenge of balancing local identity with broader market expansion while maintaining competitive advantages in both efficacy and fragrance [11][13]
致野:以香为骨,重塑中国男士洗护新标杆
Sou Hu Wang· 2025-08-26 10:00
Core Insights - The men's grooming market in China is experiencing unprecedented growth opportunities due to the trend of refinement and quality transformation [1] - The brand Zhiyue focuses on modern men aged 25 to 50, emphasizing personal attitude and taste through fragrance as a core element [2] - Zhiyue has established a complete product line that meets various grooming needs, including shower gel, shampoo, and fragrance [4] Brand Essence - Zhiyue positions itself as a brand that embodies the modern male spirit, using fragrance as a means to express individuality and confidence [2] - The collaboration with Swiss Firmenich introduces "Gentlemen Aroma Tech," resulting in a product line with a 72-hour lasting fragrance [2] Technological Innovation - Zhiyue integrates advanced technologies such as the "72-hour skin fragrance locking system," enhancing the fusion of fragrance and skin care [3] - The brand's acne treatment technology shows a 93.33% reduction in acne frequency and a 96.67% improvement in acne marks [3] Product Range - The brand offers a comprehensive product matrix that caters to various scenarios, from daily cleansing to social image management [4] - All products utilize natural plant extracts, ensuring they are gentle and safe for users, including pregnant women and infants [4] Brand Philosophy - Zhiyue represents a shift in domestic brands from mere functional satisfaction to emotional recognition, promoting a lifestyle that balances urban life with self-care [5] - The brand aims to redefine men's grooming standards while paving the way for high-end and global Chinese brands [5]
蝶变四十年,百威雪津杯酒见峥嵘!
Sou Hu Wang· 2025-08-26 09:28
城市,因水而兴。 1983年,新建市的莆田也随一条奔涌的木兰溪生生不息——她从仙游的群峰启程,轻抚华亭的稻浪、新 度的荔林,穿过荔城的烟火、涵江的船坞,终向海奔去。 就在建市第三年,改革的春风吹皱溪水,一座小啤酒厂在溪畔破土萌芽。那是中国啤酒工业勃发的年 代,多少地方酒厂如泡沫泛起又消散,唯有它,在木兰溪的哺育下,将岁月酿成荣耀的金黄。 四十年杯酒见峥嵘。木兰溪,记得所有故事的开端—— 爱拼的雪津:会赢 当第一缕酒香从溪畔飘出时,没人能想到这座县城小厂会撬动世界啤酒格局。 这滴水的奇幻漂流,始于一场破釜沉舟的"豪赌"。1983年,莆田建市刚满两年,财政收入仅3000余万 元,莆田人毅然贷款5000万,最终共筹齐5600万元巨资,于梧塘镇东坡村打下第一根桩基,押注工业梦 想。很快,莆田啤酒厂便在建成投产后以其出色的建设管理荣获"轻工业部建设管理先进单位"的称号。 老工友们至今记得徐锦灿厂长最初的魄力,这份爱拼才会赢的胆识,也就此刻进了日后雪津的基因。 然而竞争激烈,初期产品"海恋"啤酒市场遇挫。面对困境,厂工远赴北京,三顾茅庐请来酿酒专家。他 们在发酵罐旁连续蹲守,终于"驯化"出适应福建湿热气候的舌尖之道。当1 ...
欢迎来到客厅wall时代:你的客厅,远比你想象中更适合100吋
Sou Hu Wang· 2025-08-26 09:27
Core Insights - The article emphasizes that the ability to enjoy a 100-inch TV is determined more by viewing distance than by the size of the living space, with a recommended distance of over 3 meters for optimal experience [1][11] - It challenges the misconception that larger screens create discomfort, highlighting that a 100-inch TV can provide an immersive experience without the need for frequent head movement [3][4] Viewing Experience - The ideal viewing distance for a 100-inch TV is between 3 to 4 meters, where the screen occupies nearly 40° of the viewer's horizontal field of vision, enhancing immersion [3][4] - At a distance of 3 meters, viewers can comfortably see the entire screen with minimal eye movement, allowing for an engaging experience similar to sitting in the front rows of a cinema [3][4] Technology and Picture Quality - Concerns about picture quality at close distances are addressed, stating that with 4K resolution, individual pixels are indistinguishable from 3 meters away, providing sharp and clear images [6][10] - The article highlights the importance of advanced technology in TVs, such as Hisense's AI picture quality chip H7, which enhances image clarity and color accuracy [6][7][10] Display Features - Hisense's E8Q Pro model features a black曜屏 Ultra with a low reflection rate, ensuring deep blacks and vibrant colors even in well-lit environments [7][9] - The use of MiniLED technology allows for high brightness and contrast, effectively managing light and shadow to enhance the viewing experience [9][10] Conclusion - The article concludes that as long as the viewing distance exceeds 3 meters, there are no limitations on room size for enjoying a 100-inch TV, encouraging consumers to embrace this new viewing era [11]
乡合大讲堂系列培训正式启动,构建农服新生态
Sou Hu Wang· 2025-08-26 09:27
Core Insights - The "Xianghe Lecture Hall" first session and the Hebei winter wheat launch meeting successfully concluded, attracting over 400 participants on-site and more than 500 online viewers, showcasing a strong interest in agricultural technology sharing [1][8] Group 1: Event Overview - The training utilized an innovative model combining offline lectures and online live streaming, facilitating real-time sharing of agricultural technology across regions [1] - The event featured interactive sessions where experts addressed practical production challenges, enhancing participant engagement [1] Group 2: Expert Contributions - Researcher Li Yan, a prominent figure in agricultural services, delivered a comprehensive lecture on high-yield wheat cultivation techniques, drawing from her successful practices at the Jinsha River cooperative [3] - Li Yan's high-efficiency cultivation model, which includes strategies for increasing yield and managing resources, has achieved record yields in Hebei, with two-season per-acre production reaching 1,823 kilograms [3] Group 3: Future Plans - The first session marks a significant step for Xianghe Agricultural Services in building a new agricultural service ecosystem, with plans for ongoing expert-led training focused on key production processes [8] - Future training will be customized based on seasonal and regional needs, aiming to create a knowledge-sharing platform for agricultural service personnel and professional farmers [8]