7月23日，甘肃省定西市临洮县三馆报告厅内，来自当地40个乡村的妇女干部及女性代表捧起 "家庭洁净关爱包"，这标 志着由中国妇女发展基金会与广州市蓝月亮公益基金会共同发起、中国家庭教育学会支持的"幸福家庭健康管理促进计划 ——2025年度"美丽乡村 洁净家庭"系列宣导活动公益项目正式启动。 活动现场上，广州市蓝月亮公益基金会向中国妇女发展基金会捐赠现金124万元，与会嘉宾共同启动了2025年度"美丽乡 村 洁净家庭"公益项目。蓝月亮公益基金会理事长徐玉玲表示，希望通过家庭洁净知识的传播，可以更好的帮助广大乡 村家庭，树立新时代清洁卫生意识，践行绿色健康文明的"洁净的生活方式"，助力人民群众对美好生活的向往。 "美丽乡村 洁净家庭"项目自2023年开展以来，已覆盖贵州、广东两省4个县、100个乡村，直接惠及近10万户农村家庭。 2025年项目将继续为广东、贵州、甘肃等60个乡村的妇女家庭开展30场流动宣导活动，免费发放"家庭洁净知识"折页5万 份、健康挂历5000份、围裙2300件、蓝月亮家庭清洁产品近6万套，全面助力乡村从环境美，向发展美、风尚美延伸拓 展。 启动仪式结束后，与会嘉宾、专家走进双联村的农户家中 ...

智通财经APP获悉，在快消品消费蓬勃增长之际，日化行业正经历从基础清洁到品质升级的深刻变革。 根据尼尔森IQ报告，2024年1-11月中国全渠道重点快消品整体销售额同比增幅达3.8%，其中线上渠道增 速达10.8%。当健康、便捷、高品质等成为被抉择的重点，消费者已悄然完成从功能到情绪的价值迁 徙。蓝月亮(06993)凭借对趋势的敏锐捕捉，注重商品品质升级，持续推动产品更新迭代，把每一次产 品迭代都写成对高阶需求的回应——它不再是趋势的注脚，而是家庭洁净的叙事者。 依托多元化产品，配合"干衣预涂法""色渍浸泡法"等科学洗护方法，蓝月亮构建了覆盖衣物清洁、家居 护理、个人清洁的全场景清洁矩阵，实现洗护产品的功能细分、专品专用，为家庭提供"一站式"洁净服 务。 对于母婴家庭而言，宝宝衣物的奶渍、口水渍、辅食渍堪称"清洁噩梦"，蓝月亮针对此推出宝宝专用洗 衣液，配方针对0-3岁宝宝设计，植物萃取，绿色天然温和无刺激，呵护宝宝肌肤，搭配生物酶和淀粉 酶科技，能够瓦解隐形污渍。此外再配合使用干衣预涂法和奶渍浸泡法，能够为宝宝提供真正的安全洗 护。 而职场人面临的洗衣痛点则集中在时间紧、祛异味等方面。打工人下班晚没时间手洗 ...

Group 1 - The core viewpoint of the article highlights the rise of group live streaming (团播) on Douyin, with many top influencers and brands participating to leverage its popularity and drive sales [3][7][22] - The "Guangdong Couple" has successfully integrated group live streaming into their sales strategy, achieving significant viewer engagement and sales figures, with one session reaching 19.81 million views and estimated sales between 25 million to 50 million yuan [3][4] - Other influencers, such as "Pipi Pipi Pipi Zhu" and "Audrey Thick Ben," have also joined the trend, showcasing their unique styles and attracting large audiences, with "Pipi Pipi Pipi Zhu" achieving 11.99 million views in one session [12][15] Group 2 - Brands are increasingly recognizing the potential of group live streaming for driving traffic and sales, with examples like "Dongguan Shoe King" utilizing this format to significantly boost engagement and sales [22][26] - The collaboration between brands and popular boy bands for live streaming events has created a new sales model, where audience participation resembles voting in talent shows, enhancing viewer engagement [29][31] - The article notes that group live streaming is evolving from a simple reward-based model to a more sustainable "idol economy," appealing to a younger demographic and aligning with brands targeting similar audiences [31][34] Group 3 - The article emphasizes that group live streaming is a fresh take on the traditional "entertainment + e-commerce" model, which has been successful in the industry, as seen in other platforms like Kuaishou [35][37] - Despite its growth, the long-term sustainability of group live streaming as a marketing strategy remains uncertain, as brands may rely on repeated collaborations rather than continuous engagement [37][40] - Overall, group live streaming is identified as a burgeoning sector with potential for new business narratives, although its operational model is still being defined [40]

如今，随着ESG生态体系日趋完善，ESG投资有效性逐渐增强，ESG"优等生"的价值随之攀升。 同时，成为ESG"优等生"背后，环境责任是必答题，"双碳目标"强力要求所有企业承担环境责任。这也 成为一家企业ESG成色的试金石，以及衡量其是否具备ESG投资价值的关键标尺。 蓝月亮就是值得重点留意的一位。7月4日，2025格隆汇金格奖·ESG环境友好卓越企业榜单出炉， 蓝月 亮再次斩获相关奖项，同时据悉，该获奖旨在聚焦于节能减排、循环经济及生态保护领域勇于突破、成 果斐然的企业，具有较高参考价值。 我们不妨借此机会，进一步洞察蓝月亮的担当、践行与价值。 以产品创新和体验升级为支点，引领绿色洁净生活焕新升级 可以看到，蓝月亮的ESG实践呈现出一条清晰的主线：以产品创新和体验升级为支点引领消费者进入洗 衣新时代，推动自身和行业绿色发展。 在具体路径上，蓝月亮推动行业从"粉"到"液"再到"浓缩"的颠覆式升级，并在此基础上持续推动产品迭 代与技术革新，让洗衣生物科技走向大众。 其中，蓝月亮在2024年重磅发布"全效至尊"新品，带动至尊系列洗衣液掀起抢购热潮，从而推动洗衣生 物科技的普及，再次领航行业迈向高效低碳的新时代。 ...

Core Insights - The article highlights the increasing trend of green consumption in the daily chemical industry, with companies like Blue Moon leading the way in quality upgrades and sustainable practices [1] Group 1: Quality Assurance - Blue Moon maintains strict quality control across its entire supply chain, with all manufacturing facilities certified under ISO 9001 [2] - The company has implemented a closed-loop management system for raw materials, eliminating harmful substances like formaldehyde and methanol, while adding three new banned substances [2] - Blue Moon has successfully incorporated natural ingredients such as seaweed extract and tremella extract into its personal care products, enhancing their moisturizing properties [2] Group 2: Green Manufacturing - Blue Moon's factories in Chongqing, Tianjin, and Yonghe are recognized as national-level green factories, integrating green development into their operations [3] - The Tianjin factory has increased its solar power capacity by 20%, generating an annual output of 676.5 MWh, while other factories are expected to produce over 2800 MWh annually after 2025 [3] - The company has a plan to replace high-energy-consuming equipment, with 98% of its current equipment being energy-efficient [3] Group 3: R&D and Innovation - Blue Moon employs over a hundred R&D personnel, with around 70% holding advanced degrees, and has secured 265 valid patents, including 48 invention patents [4] - The launch of the Supreme Biotech Laundry Liquid showcases advanced technology with a 47% active ingredient concentration, allowing effective cleaning with minimal product usage [4] - User feedback highlights the product's effectiveness in stain removal and maintaining fabric whiteness, reducing the need for frequent replacements [4] Group 4: Industry Standards and Commitment - Blue Moon actively participates in the formulation of national and international standards, having contributed to 3 international standards, 21 national standards, and 12 industry standards [5] - The company's commitment to green transformation and innovation is reflected in its products, which not only serve cleaning purposes but also align with the "dual carbon" goals [5]

Core Viewpoint - Blue Moon Group Holdings Limited emphasizes its commitment to sustainable development through its 2024 ESG report, highlighting the integration of corporate value and ecological value as a foundation for long-term growth [1] Group 1: Product Innovation and R&D - Blue Moon has a strong focus on developing green and environmentally friendly products, responding to the increasing consumer demand for diverse washing product functionalities [2] - The company has a clear product iteration path, having introduced various innovations over the years, such as concentrated laundry liquids and bio-tech laundry liquids, which significantly reduce packaging waste [2] - As of the end of 2024, Blue Moon holds a total of 265 effective patents, including 48 effective invention patents, showcasing its commitment to R&D investment [2] Group 2: Industry Standards and Recognition - Blue Moon actively participates in the establishment of industry standards, having contributed to the formulation of 3 international standards, 21 national standards, and 12 industry standards by the end of 2024 [3] - The company has received multiple product honors in 2024, including recognition for its Supreme Bio-Tech Laundry Liquid and other products in various innovation directories [3] Group 3: Green Development Practices - Blue Moon integrates green development principles into its operations, establishing a comprehensive green product system with numerous certifications, including 49 products certified by the China Environmental Labeling [4] - The company is expanding its renewable energy initiatives, with solar power projects implemented across its factories, including a 20% capacity increase at its Tianjin factory in 2024 [4][5] - Blue Moon's factories have been recognized as national "green factories," reflecting its commitment to sustainable manufacturing practices [5] Group 4: Financial Performance - In 2024, Blue Moon reported a revenue of approximately HKD 8.556 billion, marking a historical high with a year-on-year growth of 16.8%, and a gross profit of HKD 5.183 billion, up 14.2% year-on-year [5] - The company's financial results demonstrate resilience and a steady growth trajectory, attributed to ongoing product innovation and brand enhancement [5]

Core Insights - The article highlights the challenges faced by brands in the fast-moving consumer goods sector, particularly in the Chinese daily chemical market, where brand loyalty is diminishing due to high product turnover rates and a shortened product lifecycle of 18 months [1] - Blue Moon has emerged as a leader in this competitive landscape, maintaining its market dominance in laundry and handwashing liquid categories for 16 and 13 consecutive years, respectively [1] Group 1: Market Dynamics - The average annual product elimination rate in the Chinese daily chemical market exceeds 65%, indicating a highly competitive environment [1] - The shift in consumer demand from basic cleaning to more specialized and experience-driven products is reshaping the market, pushing companies to innovate and create new demands [4] Group 2: Blue Moon's Strategy - Blue Moon has consistently positioned itself as an industry pioneer by focusing on consumer needs and leveraging technological innovations to enhance cleaning experiences [4][8] - The company has successfully transitioned the market from powder to liquid laundry detergents, achieving a penetration rate increase from less than 3% to 44% over a decade [4] Group 3: Product Innovation - Blue Moon has expanded its product line to include specialized laundry liquids for various scenarios, such as handwashing, baby care, and travel, promoting the concept of "specialized products for specific uses" [6] - The introduction of concentrated laundry liquids has revolutionized the market, with Blue Moon launching the first "concentrated+" laundry liquid in 2015, which has since led to a significant market shift [6][9] Group 4: Market Education and Consumer Engagement - Blue Moon is actively educating consumers about the benefits and usage of concentrated laundry liquids through various marketing strategies, including live demonstrations and online tutorials [10] - The company has initiated programs like the "Supreme Clean Journey" to allow consumers to witness the effectiveness of its products firsthand [10] Group 5: Environmental Impact - The promotion of concentrated laundry liquids aligns with broader environmental goals, as these products are designed to reduce water and energy consumption, with a 60% reduction in product volume compared to traditional options [12] - If all Chinese consumers switched to concentrated detergents, it could lead to significant reductions in energy consumption and carbon emissions, highlighting the societal benefits of this product shift [12] Group 6: Future Outlook - Blue Moon's commitment to innovation and sustainability positions it as a leader in the industry, with a focus on long-term growth rather than short-term gains [13][14] - The company's proactive approach to circular economy practices, such as promoting refillable packaging, reflects its dedication to reducing waste and enhancing environmental responsibility [13]

Core Viewpoint - The company emphasizes its commitment to ESG principles and sustainable development, highlighting its ongoing efforts in green transformation and social responsibility as key components of its long-term value assessment [1][5][8]. Group 1: ESG Report and Commitment - The company released its 2024 ESG report, marking the fifth consecutive year of such disclosures, showcasing its dedication to environmental, social, and governance standards [1]. - The company aims to integrate green development into all operational aspects, optimizing energy structure, improving water efficiency, and managing emissions [5][6]. Group 2: Product Innovation and Market Trends - The company has focused on consumer needs, driving product innovation and upgrades, including the launch of the new "Supreme Biological Technology Laundry Liquid" with a high active ingredient concentration of 47% [2][3]. - The company is responding to market demands for quality, environmental friendliness, and personalization, aligning with trends in the daily chemical industry [2]. Group 3: Environmental Initiatives - The company has implemented various measures to enhance renewable energy use, including solar power projects across its factories, with a projected annual generation of over 2800 MWh by 2025 [6]. - In 2024, the company completed 45 water-saving initiatives, saving 21,476 tons of water and reducing wastewater emissions by 6,403 tons [6]. Group 4: Social Responsibility and Community Engagement - The company prioritizes social responsibility, focusing on equal employment opportunities and creating a supportive work environment, with women making up 51% of its workforce [8]. - The company has engaged in various community initiatives, including partnerships with organizations to promote health awareness among women and children, benefiting over 750,000 individuals in 2024 [9][10]. Group 5: Recognition and Future Goals - The company has received multiple awards for its ESG efforts, including the "Company Governance Excellence Award" and the "BDO ESG Award" [10]. - Looking ahead, the company aims to continue its commitment to technological innovation and green transformation, supporting the achievement of carbon neutrality goals [10].

Financial Performance - The company's revenue for 2024 reached HKD 8,555,601 thousand, representing a 16.8% increase from HKD 7,323,532 thousand in 2023[16] - Gross profit for 2024 was HKD 5,183,436 thousand, with a gross margin of 60.6%, down from 62.0% in 2023[16] - The company reported a loss before tax of HKD 785,008 thousand for 2024, compared to a profit of HKD 395,909 thousand in 2023[16] - The net loss attributable to equity holders for 2024 was HKD 749,312 thousand, compared to a profit of HKD 325,309 thousand in 2023[16] - For the fiscal year ending December 31, 2024, the company recorded revenue of approximately HKD 8,555.6 million, representing a year-on-year increase of about 16.8% compared to HKD 7,323.5 million for the fiscal year ending December 31, 2023[47] - The gross profit for the fiscal year ending December 31, 2024, was HKD 5,183.4 million, up approximately 14.2% from HKD 4,540.4 million for the previous year, with a stable gross margin of around 60.6%[58] - The sales cost for the fiscal year ending December 31, 2024, was approximately HKD 3,372.2 million, an increase of about 21.2% compared to HKD 2,783.1 million in the previous year[57] - The group recorded an operating loss of approximately HKD 1,004.2 million for the year ended December 31, 2024, compared to an operating profit of approximately HKD 130.4 million for the year ended December 31, 2023[64] - The group recorded a pre-tax loss of approximately HKD 785.0 million for the year ended December 31, 2024, compared to a pre-tax profit of approximately HKD 395.9 million for the year ended December 31, 2023[67] - The group reported a net loss attributable to equity holders of approximately HKD 749.3 million for the year ended December 31, 2024, compared to a profit of approximately HKD 325.3 million for the year ended December 31, 2023[69] Sales and Distribution - Online sales accounted for 59.7% of total revenue in 2024, up from 52.0% in 2023, indicating a significant shift towards digital channels[19] - Revenue from laundry care products was HKD 7,627,243 thousand, making up 89.1% of total revenue, compared to 88.8% in 2023[18] - The company plans to increase its online sales and distribution spending in 2024 to strengthen its market position on e-commerce platforms[44] - The sales of all three product categories increased, driven by successful investments in new e-commerce channels and brand building strategies[53] - The company has focused on expanding its distribution network in China, particularly in lower-tier cities, to enhance brand exposure and operational efficiency[43] - The company is committed to a full-channel growth strategy, enhancing its presence in both existing and emerging channels, and maintaining a leading position on major e-commerce platforms in 2024[32] Product Innovation - The company launched a new "Concentrated+" supreme biotechnology laundry detergent in 2024, enhancing its product lineup[13] - In 2024, the company achieved significant sales growth, driven by the introduction of the "Supreme" new product series, which enhanced the overall sales of the laundry care category[31] - The company maintained a leading position in the laundry care category, with a focus on product innovation and upgrades, including the launch of the upgraded "Supreme" all-purpose cleaning laundry liquid in August 2024[41] - The company emphasized the transition from liquid to concentrated laundry products, promoting environmental sustainability and efficiency in the cleaning industry[31] - The company reported a strong performance in its diversified product offerings, including specialized laundry liquids for sportswear and antibacterial purposes, catering to various consumer cleaning needs[36] Operational Efficiency - The current ratio decreased to 5.5 in 2024 from 6.7 in 2023, indicating a decline in short-term liquidity[16] - The group aims to accelerate digitalization and upgrade its manufacturing network to improve operational efficiency[84] - The company continues to focus on optimizing its business operations through multiple core strategies, including product innovation, sales, distribution networks, and digital marketing[39] - The group is actively engaging in knowledge marketing and digital infrastructure enhancement to better understand consumer needs and improve operational efficiency[48] Corporate Governance and ESG - The company integrates ESG principles into its development strategy, promoting environmentally friendly practices and social responsibility, and has received recognition for its corporate governance efforts[33] - The group plans to maintain its industry leadership by leveraging brand advantages and providing high-quality products and services in a changing market environment[84] - The group will continue to focus on sustainable development principles, promoting green and low-carbon strategies in product development, manufacturing, and packaging[84] Employee and Shareholder Information - As of December 31, 2024, the company had 5,863,103,406 issued shares[115] - The board proposed a final dividend of HKD 0.06 per ordinary share, totaling HKD 329.5 million, subject to shareholder approval[108] - The group has approximately 7,406 employees, with competitive salary levels maintained[83] - The company has a significant concentration of ownership, with the top five shareholders holding over 50% of the total shares[144] - The board of directors consists of seven members, including three executive directors and three independent non-executive directors[127] Share Options and Awards - The company has granted stock options under the pre-IPO stock option plan, with specific allocations to directors, including 975,000 shares to Mr. Pan Guoliang[141] - The total number of share options granted under the Pre-IPO Share Option Scheme was awarded to 684 grantees, including three directors and existing employees[159] - The purpose of the Pre-IPO Share Option Scheme is to encourage key employees to contribute to the long-term interests of the company and its shareholders[152] - A total of 81,900,999 reward shares have been granted to 429 employees under the 2021 Share Incentive Plan, and 119,600,000 reward shares have been granted to three executive directors and three directors of the company's subsidiaries under the 2022 Share Incentive Plan[148] - The maximum number of shares that can be granted under the 2021 Share Award Scheme is capped at 1% of the total issued shares, equivalent to 58,629,934 shares[169]

Group 1 - The company has successfully acquired land use rights for a site in Guangzhou Huangpu District, covering an area of approximately 40,785 square meters, for a term of 50 years to develop a multi-purpose complex building [1] - The estimated investment for the project is no less than RMB 890 million, which will be phased over four years and includes land acquisition costs, construction costs, and other capital expenditures [1] - The project aims to integrate smart laundry services, research and development, headquarters operations, and other educational and supporting functions under the concept of a "clean city" [1] Group 2 - The project provides an opportunity for business expansion, establishing a long-term development foundation, and enhancing operational management capabilities and efficiency [2] - Upon completion, the project is expected to achieve the company's strategic development goals and strengthen its influence in the laundry products and services sector [2]