Group 1 - Anta Sports-R (82020), JD Health-R (86618), and Geely Automobile-R (80175) have the highest short-selling ratios at 100.00%, 100.00%, and 95.46% respectively [1] - Tencent Holdings (00700), Alibaba-W (09988), and Meituan-W (03690) lead in short-selling amounts, with 2.193 billion, 1.867 billion, and 1.658 billion respectively [1] - Geely Automobile-R (80175), Tencent Holdings-R (80700), and Blue Moon Group (06993) have the highest deviation values at 56.09%, 35.57%, and 33.29% respectively [1] Group 2 - The top short-selling ratio rankings show Anta Sports-R (82020) at 100.00% with a short-selling amount of 29.79 thousand, followed by JD Health-R (86618) at 100.00% with 9.88 thousand, and Geely Automobile-R (80175) at 95.46% with 31.09 thousand [2] - The top short-selling amounts are led by Tencent Holdings (00700) at 2.193 billion, Alibaba-W (09988) at 1.867 billion, and Meituan-W (03690) at 1.658 billion [2] - The highest short-selling deviation values are led by Geely Automobile-R (80175) at 56.09%, followed by Tencent Holdings-R (80700) at 35.57%, and Blue Moon Group (06993) at 33.29% [2]

Group 1: Core Insights - The 2025 home cleaning and personal care industry is experiencing structural adjustments in advertising investments across three main channels: TV commercials, variety shows, and web dramas, with notable changes in brand numbers and investment volumes [1][2] - The industry shows a strong trend towards brand fluidity, with hair care and skin care categories becoming the core of advertising investments and brand movements [1][2] Group 2: TV Commercials - The number of brands and advertising duration in the TV commercial sector has decreased, with a significant drop of 35.8% in prime time advertising duration, which is highly concentrated in other satellite channels, accounting for 73.3% [6][12] - CCTV-17 leads in client numbers, although many clients have small advertising volumes; CCTV-12 has seen a growth in advertising duration by 36.7% with top brands increasing their investments [18][21] - A total of 385 new brands entered the market while 454 brands exited, with new brands primarily focusing on satellite channels and exiting brands shifting towards variety shows and web dramas [1][24] Group 3: Variety Show Investments - In the variety show segment, both electric and web variety shows show a preference for new programs, with 69.7% of electric variety show clients being new programs, and web variety shows surpassing traditional formats for the first time with 55.6% [2][30] - Electric variety shows featured 33 brands across 20 programs, with Hunan TV leading in client numbers; store operation programs have become popular for their scene compatibility [30][34] - Web variety shows had 41 brands across 39 programs, with Mango TV leading in client numbers; new brands are primarily in the skin care category, while exiting brands are moving towards web dramas and TV commercials [2][30] Group 4: Web Drama Investments - The web drama sector saw 50 brands investing in 168 series, with Youku leading in client numbers; 98% of brands opted for self-promotion rights on platforms, while in-drama placements decreased [2][30] - Hair care brands dominate web drama investments, with brands like Safeguard and Head & Shoulders leading in the number of series invested [2][30] - The industry experienced the addition of 27 new clients and the loss of 35 clients, with skin care and hair/body wash categories showing the highest fluidity [2][30] Group 5: Overall Industry Trends - The 2025 home cleaning and personal care industry is increasingly focused on scene compatibility and channel precision, with leading brands maintaining advertising advantages while smaller brands frequently shift between channels [1][2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 藍月亮集團控股有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截至本月底: | | | --- | --- | | ✔ 已符合適用的公眾持股量要求（見下方） | | | 未符合適用的公眾持股量要求（見下方） | | | 根據《主板上市規則》第13.32B條或第19A.28B條 / 《GEM上市規則》第17.37B條或第25.21B條（視情況而定）所載的有關股份類別的最低公眾持股量要求為： | | | 適用的公眾持股量門檻 | 替代門檻 (請在下方披露有關其公眾持股量的實際市值及百分比 ) | | 截至本月底，有關其公眾持股量的實際市值及百分比 | 百分比: 上市股份所屬類別的已發行股份總數(不包括庫存股份)的 20.03% | | 市值: 港 ...

Core Viewpoint - The article emphasizes the need for personal care products that effectively address consumer pain points while enhancing the bathing experience, amidst a market filled with over-packaged concepts and superficial trends [3][4]. Group 1: Product Innovation and Consumer Connection - The national brand Blue Moon's "Net Enjoy Foam Shower Gel" effectively meets contemporary consumer demands for efficiency and experience through its innovative technology and narrative of "Four Seasons Emotion" [5][8]. - The collaboration with brand ambassador Tan Jian Ci reflects a genuine connection between the product and consumer experience, enhancing the brand's communication through authentic usage [10][11]. - This partnership illustrates a commitment to professional standards and real experiences, aligning with Blue Moon's long-standing dedication to quality in the personal care sector [10][14]. Group 2: Market Trends and Consumer Demands - The personal care market is evolving, with consumers seeking products that provide not only basic cleaning but also advanced benefits such as oil control, acne treatment, and emotional well-being [35][36]. - The launch of "Net Enjoy" is a response to the market's call for solutions that integrate efficiency, effectiveness, experience, and emotional value, marking a significant shift in consumer expectations [36][39]. - The article notes that the online shower gel market has entered a phase driven by rational consumption, with the top 10 brands holding a market share of 50.8%, indicating opportunities for new entrants that can meet complex consumer needs [32][35]. Group 3: Technological Advancements and User Experience - "Net Enjoy Foam Shower Gel" utilizes "magic foam" technology, producing over 10 million micro-bubbles per use, which enhances the bathing experience by eliminating the need for rubbing [19][30]. - The product's formulation includes a three-fold amino acid surfactant system that balances cleaning power with skin gentleness, ensuring a comfortable post-bath feel without dryness [21][30]. - The gel's moisturizing properties have been validated by professional testing, showing a hydration rate of 98.2%, addressing the growing consumer demand for effective skincare during bathing [23][30]. Group 4: Brand Strategy and Long-term Vision - Blue Moon's focus on continuous innovation and consumer insight has been a consistent theme throughout its 34-year history, leading to the development of products that resonate with daily life [32][42]. - The introduction of "Net Enjoy" enriches Blue Moon's product matrix and aligns with its vision of providing a clean, healthy, and comfortable living environment for families [37][39]. - The brand's commitment to deep consumer interaction and emotional connection is evident in its marketing strategies, which aim to create a narrative around "beautiful living" beyond mere product functionality [40][42].

Core Viewpoint - Blue Moon Group Holdings Limited is expected to reduce its losses by at least 50% in 2025 compared to the previous year, driven by improved operational efficiency and successful channel strategy investments, although it still faces challenges in achieving profitability [2][3]. Financial Performance - In 2024, Blue Moon reported a revenue of approximately HKD 85.56 billion, a year-on-year increase of 16.8%, but also recorded a loss of HKD 7.49 billion, marking its first loss since going public [3][4]. - The company's sales and distribution expenses surged by 55.6% to HKD 50.49 billion in 2024, accounting for about 59% of its revenue [4]. Cost Management and Strategy - In 2025, Blue Moon has proactively reduced its sales and distribution expenses by 13.2% to HKD 19.1 billion, resulting in a 34.4% decrease in losses to HKD 4.35 billion in the first half of the year [6]. - The company has adjusted its sales strategies, focusing on e-commerce and live streaming to reach consumers more effectively, although this has led to a decline in online sales revenue by 8.9% in the first half of 2025 [8]. Channel Structure and Product Categories - As of the first half of 2025, Blue Moon's revenue from online sales decreased from 72.6% to 68.1%, while revenue from offline distributors increased from 23.2% to 27.6%, reflecting a shift towards a more balanced channel strategy [8]. - The company remains heavily reliant on its laundry care products, which accounted for 87% of total revenue, while personal and home care products contributed 7.1% and 5.9%, respectively [10]. Research and Development - Blue Moon's investment in research and development appears limited, with only HKD 45 million allocated for enhancing R&D capabilities, representing about 1% of its unutilized funds [12].

Core Viewpoint - The company anticipates a significant reduction in losses for the fiscal year ending December 31, 2025, with expected losses decreasing by at least 50% compared to the losses of approximately HKD 749.3 million for the fiscal year ending December 31, 2024, primarily due to improved operational efficiency and successful channel strategy investments [1] Group 1 - The company expects a notable decrease in losses for the fiscal year 2025, driven by enhanced operational efficiency and effective channel strategy investments [1] - Cost optimization and process simplification have led to more precise and efficient resource allocation, reducing redundant expenditures [1] - Continuous investment in new product promotion and knowledge marketing is a core strategic expenditure, aiming to popularize scientific washing methods and expand the reach of new products [1] Group 2 - The company is focusing on the popularization of concentrated laundry detergent to consolidate its market share [2] - In the second half of 2025, the company will actively promote the "Net Enjoy" foam shower gel, which features innovative foam technology and a gentle amino acid cleaning formula to meet consumer demands for convenience, efficiency, and safety [2] - By expanding into the promising personal care market and optimizing product structure, the company is laying the foundation for future development of a full range of products [2]

Core Viewpoint - Blue Moon Group (06993) anticipates a significant reduction in losses for the fiscal year ending December 31, 2025, with expected losses decreasing by at least 50% compared to the losses of approximately HKD 749.3 million for the fiscal year ending December 31, 2024, primarily due to improved operational efficiency and successful channel strategy investments [1] Group 1 - The company expects a notable decrease in losses for the fiscal year 2025, driven by cost optimization and process simplification, leading to more precise and efficient resource allocation and reduced redundant expenses [1] - Continuous investment in new product promotion and knowledge marketing is a core strategic expenditure, focusing on achieving full-channel reach for concentrated laundry detergents and other new products [1] - The company's channel strategy investments have expanded market coverage and enhanced customer reach, successfully attracting a younger demographic of new customers through ongoing investments in emerging e-commerce platforms [1] Group 2 - In 2025, the company aims to solidify its market share by promoting the widespread adoption of concentrated laundry detergents [2] - The company has begun actively promoting the innovative "Net Enjoy Foam Shower Gel" in the second half of 2025, which features innovative foam technology and a gentle amino acid cleaning formula to meet consumer demands for convenience, efficiency, and safety [2] - By expanding into the promising personal care market and optimizing product structure, the company is laying the groundwork for future development of a full range of products [2]

Blue Moon Group Holdings Limited 藍月亮集團控股有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何 責任。 本公告所載資料僅基於本公司就目前現有資料（包括本集團的未經審核管理賬目及相關 業務數據，其尚未由其核數師審閱或董事會審核委員會審核或批准）的初步評估。因 此，上述資料與本集團2025財政年度的綜合業績之間可能存在差異。本公司正在編製及 敲定2025財政年度的業績，並預計將於2026年3月31日或之前刊發本公司的年度業績公 告。 （於開曼群島註冊成立的有限公司） （股份代號：6993） 虧損減少 本公告乃由藍月亮集團控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）根據 香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09(2)條及香港法例第571章 證券及期貨條例第XIVA部項下的內幕消息條文（定義見上市規則）而作出。 本公司董事會（「董事會」）謹此知會本公司股東（「股東」）及潛在投資者，根據初步資料 ...

Core Viewpoint - Blue Moon Group (06993) announced compliance with the Hong Kong Stock Exchange listing rules regarding public float requirements, opting for an alternative threshold to enhance flexibility for corporate transactions and share incentive plans [1] Group 1 - The company must maintain a public float of at least 25% of its issued shares or meet an alternative threshold of a market capitalization of at least HKD 1 billion and a public float of at least 10% [1] - As of January 8, 2025, the company's public float market value is HKD 4.07 billion, exceeding the HKD 1 billion requirement, while the public float percentage is approximately 20.21% of the total issued shares [1] - The company has chosen the alternative threshold effective from January 1, 2026, to comply with the listing rules and provide greater flexibility for corporate activities [1]

Core Viewpoint - Blue Moon Group (06993) has announced its compliance with the Hong Kong Stock Exchange listing rules regarding public float requirements, opting for an alternative threshold to enhance flexibility for corporate transactions and share incentive plans [1] Group 1 - The company must maintain a public float of at least 25% of its issued shares or meet an alternative threshold of a market capitalization of at least HKD 1 billion and a public float of at least 10% [1] - As of January 8, 2025, the company's public float market value is HKD 4.07 billion, exceeding the HKD 1 billion requirement, while the public float percentage is approximately 20.21% of the total issued shares [1] - The company has chosen the alternative threshold effective from January 1, 2026, to comply with the listing rules and provide greater flexibility for corporate activities [1]