| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0500 | 0.0600 | -16.67 | 0.1300 | | 每股净资产（元） | 4.09 | 4.01 | 2 | 3.78 | | 每股公积金(元) | 0.6 | 0.6 | 0 | 0.61 | | 每股未分配利润(元) | 2.22 | 2.16 | 2.78 | 1.99 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 8.76 | 8.91 | -1.68 | 12.72 | | 净利润(亿元) | 0.51 | 0.59 | -13.56 | 1.29 | | 净资产收益率(%) | 1.23 | 1.46 | -15.75 | 3.42 | 数据四舍五入，查看更多财务数据>> 一、主要会计数据和财务指标 二、前10名无限售条件股东持股情况 三、分红送配方案情况 本次公司不分配不转赠。 前十大流通股东累计持有： 59963.59万股， ...

福瑞达（600223）公告，2025年第一季度营收为8.76亿元，同比下降1.63%；净利润为5071.16万元，同 比下降14.10%。 ...

金融界 2025 年 4 月 24 日消息，国家知识产权局信息显示，深圳市福瑞达科技有限公司取得一项名 为"一种汽车用电池管理系统的唤醒回采电路"的专利，授权公告号 CN222784789U，申请日期为 2024 年 6 月。 专利摘要显示，本实用新型公开了一种汽车用电池管理系统的唤醒回采电路，包括微控制器、CAN 总 线收发器、电源开关，所述 CAN 总线收发器采集汽车 BMS 相关信息，并将相关信息传输给微控制 器，实现 CAN 总线收发器与微控制器电连接进行数据传输和回采，电源开关通过 VBAT 接口连接到电 池，电源开关通过 EN 引脚控制开闭状态，当 EN 引脚被拉高时，电源开关打开，使 VBAT 电压能够流 向系统，电源开关通过 Q2 引脚输出用于驱动其他负载，CAN 总线收发器的 RxD 引脚和 TxD 引脚分别 与微控制器的 IN 引脚和 Out 引脚电连接，VBAT 接口电连接一个二极管 D1、一个电阻 R3、一个电阻 R2 后电连接 CAN 总线收发器的 WAKE 接口。 天眼查资料显示，深圳市福瑞达科技有限公司，成立于2016年，位于深圳市，是一家以从事计算机、通 信和其他电子设备制造业 ...

皮肤衰老的本质，是胶原纤维网的崩塌。但如何让外源性胶原穿透角质层这座"铜墙铁壁"，始 终是行业难题。消费者一边为"胶原流失"焦虑，一边质疑涂抹产品的实际功效——分子量超过 5 0 0道尔顿的胶原蛋白真能渗透吗？活性成分会被皮肤"拒之门外"吗？ 2 0 2 5 年 4 月 ， 福 瑞 达 生 物 股 份 旗 下 珂 谧 在 济 南 召 开 的 " 2 0 2 5 重 组 胶 原 蛋 白 技 术 发 布 会 暨 珂 谧 Ke y C穿膜胶原新品首发式"上，给出了一个颠覆性答案。 这场以"穿膜胶原"为核心的技术革命，不仅将胶原透皮效率提升2 7 . 5倍，更让中国美妆科技首 次 站 上 全 球 抗 衰 技 术 竞 争 的 制 高 点 。 这 场 突 破 背 后 ， 是 科 研 逻 辑 的 颠 覆 ， 还 是 产 业 格 局 的 重 构？ 皮肤角质层的屏障功能，曾被视作大分子胶原的"天堑"。 传统透皮法则认为，分子量超过5 0 0道尔顿的成分难以穿透角质层。但福瑞达生物股份科研团 队选择了一条反直觉的技术路径—— 不是缩小分子量，而是给胶原装上"穿膜引擎" 。这场看 似违背常识的技术突围，实则是一场从基因设计到分子工 ...

Summary of Conference Call Records Company and Industry Overview - The conference call primarily discusses a pharmaceutical and cosmetics company, focusing on its performance in the healthcare and beauty sectors, including revenue growth, product innovation, and market strategies. Key Points and Arguments Financial Performance - The company achieved an annual revenue of 3.983 billion yuan, with a net profit of 244 million yuan, despite challenges from the real estate sector [1] - Excluding the impact of real estate, the overall business and core products are expected to see a year-on-year profit growth of 54.54% in 2024 compared to 2023 [1] - The Huaron segment reported a revenue of 2.475 billion yuan in 2024, reflecting a year-on-year increase of 2.46% [1] Shareholder Returns - The company distributed a total cash dividend of 112 million yuan, accounting for 45.92% of the annual net profit [2] - The Huaron segment's revenue for the year was 963 million yuan, a growth of 12.36% year-on-year [2] Product Innovation and R&D - The company is focusing on R&D, with significant investments in new product development, including 140 new products launched and breakthroughs in synthetic biology and biomanufacturing technologies [3] - The introduction of new raw materials, such as hyaluronic acid and recombinant proteins, is expected to enhance product offerings and market competitiveness [4] Market Strategy and Expansion - The company is expanding its offline presence, with over 5,000 self-operated and franchise stores, while also enhancing online sales through platforms like Tmall and Douyin [2][8] - The focus on high-end markets and international expansion is evident, with plans to deepen collaborations with brands in non-EU and non-US regions [5] Challenges and Adjustments - The company faced intense competition in the cosmetics sector, leading to adjustments in marketing strategies and product offerings [9][10] - The management acknowledged the need for strategic adjustments in response to market dynamics, particularly in the face of declining growth rates in certain product lines [10][11] Future Outlook - The company aims to continue leveraging technology and brand upgrades to create sustainable value for shareholders, with a focus on a comprehensive industry chain layout [6] - Plans for 2025 include further development of innovative products and enhancing the brand's market positioning [6] Additional Insights - The company is exploring potential mergers and acquisitions to bolster its market position, given its strong cash reserves [47] - The management emphasized the importance of maintaining a balance between defensive and offensive strategies in the current market environment [26] Other Important but Overlooked Content - The company is actively engaging in discussions about the competitive landscape in the beauty sector, particularly regarding the differentiation of its products in the collagen protein market [37] - There is a focus on enhancing the customer experience through AI-driven strategies and optimizing the supply chain for better efficiency [25][44] This summary encapsulates the key insights from the conference call, highlighting the company's financial performance, strategic initiatives, and future outlook in the pharmaceutical and cosmetics industries.

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the ongoing impact of tariff shocks and suggests focusing on high-quality retail channels and differentiated consumer brands that cater to domestic demand [4][22] - The report highlights the transformation of traditional retail, with Yonghui Supermarket leading the way in adapting to a consumer-centric retail era [4][22] - The rise of domestic brands and the recovery of consumer demand are seen as inevitable trends, with recommendations to focus on quality retail channels and differentiated brands [4][22] Summary by Sections Retail Market Review - The retail industry index rose by 2.88% during the week of April 7 to April 11, outperforming the Shanghai Composite Index, which fell by 3.11% [6][13] - The supermarket sector showed the largest increase, with a weekly rise of 13.54% [14][17] - Notable individual stock performances included Guofang Group (+61.1%), Eurasia Group (+26.3%), and Nanning Department Store (+22.4%) [19][20] Industry Dynamics - Yonghui Supermarket has opened a "green channel" for domestic manufacturers affected by export restrictions, receiving over 100 cooperation requests from various sectors [4][22] - The report discusses the approval of a new collagen product by Jinbo Bio, which is expected to strengthen its leading position in the medical beauty sector [4][23] Investment Recommendations - Investment focus areas include: - Traditional retail: Highlighting companies like Yonghui Supermarket and Aiyingshi that are adapting to consumer trends [7][27] - Gold and jewelry: Recommendations for brands like Laopu Gold and Chaohongji that possess differentiated product capabilities [7][28] - Cosmetics: Emphasizing domestic brands such as Maogeping and Shangmei that are expanding into high-potential segments [7][28] - Medical aesthetics: Focusing on companies like Aimeike and Kedi that are positioned to benefit from the recovery in medical beauty consumption [7][28] Company-Specific Insights - Laopu Gold reported a revenue of 8.506 billion yuan (+167.5%) and a net profit of 1.473 billion yuan (+253.9%) for FY2024, indicating strong growth potential [29] - Yonghui Supermarket's revenue for the first three quarters of 2024 was 54.549 billion yuan (-12.1%), with a net loss of 78 million yuan, but it is undergoing significant transformation [32] - Jinbo Bio's new collagen product is expected to provide both immediate filling effects and stimulate collagen regeneration, enhancing its competitive edge in the market [23][24]

证券代码：600223 证券简称：福瑞达 编号：临2025-012 登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 问题征集方式：投资者可于2025年4月8日（星期二）至4月14日（星期一）16:00前将需要了解的情况 和相关问题通过电子邮件的形式发送至公司投资者关系邮箱：lsfrd600223@163.com。公司将在业绩说 明会上对投资者普遍关注的问题进行回答。 鲁商福瑞达医药股份有限公司（以下简称"公司"）已于2025年3月22日披露公司2024年年度报告，为了 便于广大投资者更全面深入地了解公司2024年业绩和经营情况，公司拟于2025年4月15日（星期二） 15:00-17:00举行2024年度业绩说明会，就投资者普遍关心的问题进行交流。 一、业绩说明会类型 本次投资者说明会以视频结合网络互动的形式召开，公司将针对2024年业绩和经营情况与投资者进行交 流，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、业绩说明会召开的时间、地点 三、参加人员 鲁商福瑞达医药股份有限公司 关于召开2024年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 ...

证券代码：600223 证券简称：福瑞达 编号：临 2025-012 鲁商福瑞达医药股份有限公司 关于召开 2024 年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 问题征集方式：投资者可于 2025 年 4 月 8 日（星期二）至 4 月 14 日 （星期一）16:00 前将需要了解的情况和相关问题通过电子邮件的形式发送至公 司投资者关系邮箱：lsfrd600223@163.com。公司将在业绩说明会上对投资者普 遍关注的问题进行回答。 鲁商福瑞达医药股份有限公司（以下简称"公司"）已于 2025 年 3 月 22 日 披露公司 2024 年年度报告，为了便于广大投资者更全面深入地了解公司 2024 年业绩和经营情况，公司拟于 2025 年 4 月 15 日（星期二）15:00-17:00 举行 2024 年度业绩说明会，就投资者普遍关心的问题进行交流。 一、业绩说明会类型 本次投资者说明会以视频结合网络互动的形式召开，公司将针对 2024 年业 绩和经营情况与投资者进行交流，在信息 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 15% compared to the market in the next six months [4]. Core Insights - The company's core business remains stable, with a notable improvement in gross margin. In 2024, the company achieved revenue of 3.983 billion yuan, a year-on-year decrease of 13.02%, primarily due to the impact of the real estate business divestiture. Excluding real estate, core business revenue remained flat. The net profit attributable to shareholders was 244 million yuan, down 19.73% year-on-year, while the net profit excluding non-recurring items was 215 million yuan, up 54.54% year-on-year [1][2]. Summary by Sections Financial Performance - In Q4, the company recorded revenue of 1.180 billion yuan, a slight decline of 0.33% year-on-year, with a net profit of 72 million yuan, an increase of 10.72% year-on-year [1]. - The gross margin improved by 6.19 percentage points to 52.68% in 2024, mainly due to the divestiture of low-margin real estate business and optimization of the cosmetics and raw materials business structure. The net profit margin decreased by 0.56 percentage points to 7.44% [2]. Business Segments - The cosmetics segment generated revenue of 2.475 billion yuan in 2024, a year-on-year increase of 2.46%, with a gross margin of 62.57%. The "Yilian" brand achieved revenue of 963 million yuan, up 12.36% year-on-year, while "Aier Doctor" reported revenue of 1.301 billion yuan, down 3.48% year-on-year [3]. - The pharmaceutical segment's revenue was 512 million yuan, a decrease of 1.41% year-on-year, with a gross margin of 52.32%. The company is expanding its distribution channels and launching new functional food products [3]. Profit Forecast - The company forecasts revenues of 4.389 billion yuan in 2025, 4.710 billion yuan in 2026, and 5.056 billion yuan in 2027, with corresponding growth rates of 10.20%, 7.32%, and 7.34% respectively. The net profit attributable to shareholders is expected to be 283 million yuan in 2025, 317 million yuan in 2026, and 360 million yuan in 2027 [4][10].

Group 1 - The core viewpoint of the collaboration between Furuida Group and Shandong Xinhua Bookstore Group is to create an immersive experience that combines culture and technology, aiming to explore new retail integration and brand co-creation in the beauty industry [4][7] - The high-end skincare brand "Shanyan," under Furuida Group, has launched a pop-up store themed "Time Encounter," integrating Qilu cultural elements with skincare technology, featuring areas for skin detection, home lifting technique demonstrations, and product showcases [4][6] - The strategic partnership is seen as a starting point for future expansions, with plans to extend the pop-up experience to multiple bookstores in Shandong and explore AI skin diagnosis and other digital interactions [7][9] Group 2 - The event included a themed salon where experts discussed the science of aging, emphasizing the idea that "anti-aging knows no age," and showcased the brand's commitment to providing a warm and engaging experience [6] - The collaboration aims to redefine the connection between beauty and culture, providing a model for industry upgrades and contributing to the high-quality development of Shandong's economy [9]