Core Viewpoint - The company reported its third-quarter financial results for 2025, highlighting a decline in revenue in certain segments while showing growth in others, particularly in the cosmetics sector. The overall financial health remains stable with significant developments in product offerings and market expansion efforts [19]. Financial Performance - For the first nine months of 2025, the company achieved a revenue of 2.597 billion yuan and a net profit attributable to the parent company of 142 million yuan [7]. - The total assets as of September 30, 2025, were 5.831 billion yuan, with net assets attributable to the parent company amounting to 4.187 billion yuan [7]. Segment Performance Cosmetics Segment - The cosmetics segment generated a revenue of 1.569 billion yuan for the first nine months of 2025, representing a year-on-year decline of 8.17%, with a gross margin of 61.24% [7]. - The Yilian brand saw a revenue increase of 19.50%, totaling 786 million yuan, with the spray product line achieving a revenue of 664 million yuan, up 28% [7]. - The Kemi brand experienced significant growth, with a revenue of 77.19 million yuan, showing a quarter-on-quarter increase of 138% in the third quarter [7]. Pharmaceutical Segment - The pharmaceutical segment reported a revenue of 305 million yuan, down 17.46% year-on-year, with a gross margin of 52.27% [8]. - The company developed over 200 new clients across hospital and OTC channels, with 70 new medical institutions added [8]. Raw Materials and Additives Segment - The raw materials and additives segment achieved a revenue of 276 million yuan, reflecting an increase of 11.19% year-on-year, with a gross margin of 40.26% [8]. - The sales volume of pharmaceutical-grade raw materials increased by 107.75% year-on-year [8]. Price Changes Product Prices - The average selling price of skincare products increased by 5.29% year-on-year due to a higher sales proportion of premium products [19]. Raw Material Prices - The average procurement price of packaging materials rose by 6.94% year-on-year, while the price of moisturizing agents decreased by 21.20% year-on-year [20][21]. - The average procurement price of active ingredients decreased by 1.45% year-on-year, while emulsifiers saw a price drop of 3.70% year-on-year [23][26]. Upcoming Events - The company will hold a performance briefing on November 3, 2025, to discuss the third-quarter results and address investor inquiries [12][14].

Core Viewpoint - Furuida (600223.SH) reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 2.597 billion yuan, representing a year-on-year decrease of 7.34% [1] - The net profit attributable to shareholders of the parent company was 142 million yuan, down 17.19% year-on-year [1] - The basic earnings per share stood at 0.14 yuan [1]

Core Insights - Furuida Pharmaceutical Co., Ltd. reported a revenue of 2.597 billion yuan and a net profit of 142 million yuan for the first three quarters of 2025, indicating overall performance pressure but signs of recovery in its cosmetics segment [1] Group 1: Cosmetics Business Performance - The cosmetics segment generated revenue of 1.569 billion yuan, a year-on-year decline of 8.17%, but maintained a high gross margin of 61.24%, reflecting strong profitability [1] - The Yilian brand achieved sales of 786 million yuan from January to September, a year-on-year increase of 19.50%, with its core spray product line generating 664 million yuan, up 28%, serving as a key growth driver [1] - The Aier Doctor brand showed signs of recovery with sales of 646 million yuan in the first three quarters, and the decline in the third quarter significantly narrowed [1] Group 2: Brand Development and Market Positioning - Yilian successfully held its first brand culture communication conference, enhancing brand influence and market recognition [1] - Aier Doctor hosted the sixth Microecological Health Conference, reinforcing its research image in the skin microecology field, laying the groundwork for future market recovery [1] Group 3: Emerging Brands and R&D Initiatives - The Koying brand demonstrated high growth potential with sales of 77.19 million yuan in the first three quarters, with sequential growth rates of 82% and 138% in the second and third quarters, respectively [2] - The company continues to invest in R&D, launching the industry's first ideal skin data platform based on ideal skin microbiome research and AI models [2] - The company led the establishment of a group standard for collagen penetration and degradation detection, which has been officially implemented [2] Group 4: Medical Device and Raw Material Performance - The medical device registration progressed with the sodium hyaluronate repair solution receiving product registration, and three Class II medical device certificates obtained in the first three quarters, supporting future expansion in functional skincare and medical aesthetics [2] - The raw materials and additives segment performed steadily, achieving revenue of 276 million yuan, a year-on-year increase of 11.19%, with a gross margin rising to 40.26% [2] - The pharmaceutical segment reported revenue of 305 million yuan, a year-on-year decline of 17.46%, with the company responding by increasing academic promotion and developing new food-medicine homologous products [2]

截至发稿，福瑞达市值为80亿元。 （记者 曾健辉） 每经AI快讯，福瑞达（SH 600223，收盘价：7.86元）10月27日晚间发布三季度业绩公告称，2025年前 三季度营收约25.97亿元，同比减少7.34%；归属于上市公司股东的净利润约1.42亿元，同比减少 17.19%；基本每股收益0.14元，同比减少17.98%。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" ...

鲁商福瑞达医药股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日披 露公司 2025 年第三季度报告，为了便于广大投资者更全面深入地了解公司 2025 年第三季度业绩和经营情况，公司拟于 2025 年 11 月 3 日（星期一）16:00-17:00 举行 2025 年第三季度业绩说明会，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网络文字互动的形式召开，公司将针对 2025 年第三季 度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 鲁商福瑞达医药股份有限公司 关于召开 2025 年第三季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 10 月 27 日（星期一）至 10 月 31 日（星期五）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 ...

证券代码：600223 证券简称：福瑞达 编号：临 2025-031 鲁商福瑞达医药股份有限公司 关于 2025 年第三季度主要经营数据的公告 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。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第十三号——化工》的要求，现将鲁商福瑞达医药股份有限公司（以下 简称"公司"）2025 年第三季度主要经营数据披露如下： 二、2025 年第三季度公司主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 较高的大单品（精华、面霜类）销售占比变动所致。 （二）主要原材料价格波动情况 公司主要原材料有包装物、保湿剂、活性物、乳化剂、油脂等。 1、包装物 2025 年第三季度平均采购单价较 2024 年第三季度同比上升 0.05 元/个，增 幅 6.94%。 因礼盒类高单价包材采购数量增加，2025 年第三季度平均采购单价较 2025 年第二季度环比上升 0.12 元/个，增幅 18.46%。 一、2025 年第三季度公司主要产品的产量、销量及收入实现情况 ...

Financial Performance - Total revenue for Q3 2025 was CNY 807,271,233, a decrease of 7.97% compared to the same period last year[3] - Net profit attributable to shareholders was CNY 33,780,841.2, down 23.07% year-on-year[3] - The net profit after deducting non-recurring gains and losses decreased by 34.87% to CNY 25,579,567.5, primarily due to the product iteration phase of core cosmetics and reduced online traffic[7] - The basic earnings per share for the quarter was CNY 0.03, a decline of 26.42% compared to the same period last year[3] - Total operating revenue for the first three quarters of 2025 was CNY 2,596,812,901.60, a decrease of 7.4% compared to CNY 2,802,563,091.30 in the same period of 2024[18] - Net profit for the first three quarters of 2025 was CNY 178,355,243.27, a decline of 15.0% from CNY 209,546,814.29 in 2024[19] - Total comprehensive income for the first three quarters of 2025 was CNY 178.36 million, a decrease of 14.87% compared to CNY 209.55 million in the same period of 2024[20] - Basic and diluted earnings per share for the first three quarters of 2025 were CNY 0.14, down from CNY 0.17 in 2024[20] Assets and Liabilities - Total assets at the end of the reporting period were CNY 5,831,204,120, a decrease of 2.82% from the end of the previous year[3] - As of September 30, 2025, total assets amounted to CNY 5.831 billion, while net assets attributable to the parent company were CNY 4.187 billion[11] - The company's total liabilities decreased from CNY 4.143 billion at the end of 2024 to CNY 3.968 billion as of September 30, 2025[15] - The company's total liabilities as of September 30, 2025, were CNY 942,214,014.59, a decrease of 22.2% from CNY 1,211,965,199.14 at the end of 2024[17] - Total equity attributable to shareholders as of September 30, 2025, was CNY 4,186,812,185.70, an increase of 2.0% from CNY 4,104,899,060.85 at the end of 2024[17] Cash Flow - Cash flow from operating activities for the year-to-date period decreased by 37.00% due to reduced sales receipts[7] - Net cash flow from operating activities for the first three quarters of 2025 was CNY 38.67 million, down 37.00% from CNY 61.38 million in 2024[21] - Cash inflow from operating activities totaled CNY 2.80 billion in 2025, a decrease of 4.05% from CNY 2.92 billion in 2024[21] - Cash outflow from operating activities was CNY 2.76 billion in 2025, down 3.34% from CNY 2.85 billion in 2024[21] - Net cash flow from investing activities was -CNY 29.76 million in 2025, a significant decline from CNY 3.03 billion in 2024[21] - Cash inflow from financing activities was CNY 248.58 million in 2025, an increase from CNY 202.21 million in 2024[21] - Net cash flow from financing activities was -CNY 180.52 million in 2025, an improvement from -CNY 1.96 billion in 2024[21] - The ending cash and cash equivalents balance for the first three quarters of 2025 was CNY 2.63 billion, a decrease from CNY 2.83 billion in 2024[21] Shareholder Information - The company reported a total of 44,533 common shareholders at the end of the reporting period[9] - The largest shareholder, Shandong Commercial Group Co., Ltd., holds 51.6% of the shares, amounting to 524,739,200 shares[9] Segment Performance - For the first nine months of 2025, the company achieved operating revenue of CNY 2.597 billion and a net profit attributable to the parent company of CNY 142 million[11] - The cosmetics segment reported revenue of CNY 1.569 billion, a year-on-year decline of 8.17%, with a gross margin of 61.24%[11] - The Yilian brand generated sales of CNY 786 million, a year-on-year increase of 19.50%, while the spray product line achieved sales of CNY 664 million, up 28%[11] - The pharmaceutical segment's revenue was CNY 305 million, down 17.46%, with a gross margin of 52.27%[12] - The raw materials and additives segment saw revenue of CNY 276 million, an increase of 11.19%, with a gross margin of 40.26%[13] Research and Development - Research and development expenses for the first three quarters of 2025 were CNY 116,058,297.86, up 11.7% from CNY 103,797,009.10 in 2024[18] - The company developed over 200 new customers across hospital and OTC channels during the reporting period[12] - The company launched 7 new health products during the third quarter, including Red Ginseng and Ejiao Peptide drinks[13] Financial Standards - The company has not adopted new accounting standards for the year 2025[22]

Core Insights - The company reported a third-quarter revenue of 807 million yuan, representing a decline of 7.97% [1] - The net profit for the third quarter was 33.78 million yuan, down 23.07% [1] - For the first three quarters, the total revenue was 2.597 billion yuan, a decrease of 7.34% [1] - The net profit for the first three quarters was 142 million yuan, reflecting a decline of 17.19% [1]

Core Insights - The cosmetics sector experienced a decline of 0.72% on October 22, with LaFang JiaHua leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Market Performance - Qingdao Jinwang (002094) saw a closing price of 7.88, with an increase of 2.74% and a trading volume of 561,300 shares, amounting to 450 million yuan [1] - Other notable performers included Kesheng Co. (300856) with a closing price of 13.88, up 1.46%, and Yusong Co. (300132) at 6.52, up 1.40% [1] - LaFang JiaHua (603630) closed at 22.55, down 1.83%, with a trading volume of 39,800 shares and a turnover of 90.79 million yuan [2] Capital Flow - The cosmetics sector experienced a net outflow of 12.29 million yuan from institutional investors and 12.90 million yuan from retail investors, while there was a net inflow of 25.19 million yuan from individual investors [2] - The capital flow for individual stocks showed that Qingdao Jinwang had a net inflow of 30.74 million yuan from institutional investors, while LaFang JiaHua had a net outflow of 7.07 million yuan [3] - Other stocks like Kesheng Co. and Yusong Co. also experienced varying degrees of net inflow and outflow from different investor categories [3]

Core Insights - The cosmetics sector experienced a slight decline of 0.03% on October 21, with Lafang Jiahua leading the drop [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Group 1: Stock Performance - Jinsheng New Material (300849) saw a significant increase of 7.74%, closing at 14.76 with a trading volume of 103,000 shares and a turnover of 148 million yuan [1] - Jiaheng Jiahua (300955) rose by 4.90%, closing at 30.62 with a trading volume of 45,700 shares and a turnover of 137 million yuan [1] - Qing Song Co. (300132) increased by 3.71%, closing at 6.43 with a trading volume of 266,600 shares and a turnover of 170 million yuan [1] - Lafang Jiahua (603630) declined by 2.67%, closing at 22.97 with a trading volume of 61,500 shares and a turnover of 141 million yuan [2] - Shanghai Jahwa (600315) fell by 1.85%, closing at 27.09 with a trading volume of 96,400 shares and a turnover of 262 million yuan [2] Group 2: Capital Flow - The cosmetics sector experienced a net outflow of 11.49 million yuan from institutional investors, while retail investors saw a net inflow of 19.36 million yuan [2] - The main capital inflow was observed in brands like Banlaya (603605) with a net inflow of 10.38 million yuan, while Jinsheng New Material (300849) had a net outflow of 11.78 million yuan [3] - Retail investors showed a significant net inflow in Furuida (600223) with 7.23 million yuan, while the outflow from institutional investors was 3.19 million yuan [3]