上海家化8月21日发布的业绩公告显示，公司2025年半年度实现营业收入34.78亿元，同比增长4.75%； 实现归属于上市公司股东的净利润2.66亿元，同比增长11.66%。 ...

每股分配比例 证券代码：600315 证券简称：上海家化 公告编号：临 2025-044 上海家化联合股份有限公司 2025 年半年度利润分配方案公告 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、准确性和完整性承担法律责任。 重要内容提示： 本次公司现金分红数额占2025年半年度合并报表中归属于上市公司普通股 股东的净利润的比例为9.77%。 如在本公告披露之日起至实施权益分派股权登记日期间，因可转债转股/回 购股份/股权激励授予股份回购注销/重大资产重组股份回购注销等致使公司总 1 股本发生变动的，公司拟维持每股分配比例不变，相应调整分配总额。如后续总 股本发生变化，将另行公告具体调整情况。 二、公司履行的决策程序 A 股每股派发现金红利 0.039 元 本次利润分配以实施权益分派股权登记日登记的总股本为基数，公司 股份回购专用账户持有本公司股份 6,439,272 股，不参与本次利润分配，具体日 期将在权益分派实施公告中明确。在实施权益分派的股权登记日前公司总股本发 生变动的，拟维持每股分配比例不变，相应调整分配总额，并将在相关公告中披 露。 一、 ...

智通财经APP讯，上海家化(600315.SH)发布2025年半年度报告，报告期内，公司实现营业收入34.78亿 元，同比增长4.75%。实现归属于上市公司股东的净利润2.66亿元，同比增长11.66%。实现归属于上市 公司股东的扣除非经常性损益的净利润2.21亿元，同比下降5.89%。基本每股收益0.4元。 ...

市盈率(TTM)历史分位(%) 100 ହ୍ର ୨୦ 93-18 8488 84 80 70 74 6 60 54:06 50 47x38 44o72 40 30 -27658 20 10 0 2019-12-37 I <0-12-37 /-12-37 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 | 主要会计数据 | 本报告期 (1-6月) | 上年同期 | | --- | --- | --- | | 营业收入 | 3.478.337.684.58 | 3,320,713,286.0 | | 利润总额 | 298.020.579.45 | 252.456.188.1 | | 归属于上市公司股东的净利润 | 265,757,686.65 | 238,002,470.7 | | 归属于上市公司股东的扣除非经常 性损益的净利润 | 221.320.298.44 | 235.183.533.2 | | 经营活动产生的现金流量净额 | 682.111.958.56 | 488,235,635.9 | | | 本报告期末 | 上年度末 | | 归属于上市公司股东的净资产 | 6.970.004.393.9 ...

格隆汇8月21日丨上海家化公告，2025年上半年实现营业收入34.78亿元，同比增长4.75%；归属于上市 公司股东的净利润2.66亿元，同比增长11.66%。公司拟向全体股东每股派发0.039元现金红利（含 税）。 ...

Core Insights - Shanghai Jahwa reported a revenue of 3.48 billion yuan for the first half of 2025, representing a year-on-year growth of 4.8%, and a net profit of 270 million yuan, up 11.7% [1] - The second quarter showed significant performance with a revenue increase of 25.4%, driven by a 55.7% growth in beauty products and a 34.6% increase in online sales across all brands [1] - The company's strategic focus on core brands and efficiency improvements led to a 25.7% decrease in accounts receivable and a 20.6% reduction in inventory [1] Brand Performance - The core brands, Six God and Yuze, showed strong online growth, with Six God launching a new portable mosquito repellent product that topped sales on Tmall [2] - Yuze experienced double-digit revenue growth, supported by a professional summit and collaborations that enhanced its brand credibility [3] - Baicaoji brand saw over 50% revenue growth, with its flagship product performing exceptionally well during promotional events [3] Innovation and New Products - The company introduced new product lines, such as the "Oil Control and Acne Series" from the Gofu brand, which ranked highly on major e-commerce platforms [4] - The Qichu brand launched a multi-dimensional soothing series targeting infant skin issues, achieving double-digit growth despite market challenges [4] Online and Offline Strategy - Shanghai Jahwa enhanced its online capabilities, achieving significant sales during promotional events, with notable performances from brands like Baicaoji [5] - The company expanded its offline presence by adding 40 new channel distributors and increasing market coverage to 92% in cities above the county level [6] Operational Efficiency - The company focused on improving operational efficiency through refined management practices, resulting in enhanced logistics and supply chain performance [7] - The strategic emphasis on efficiency and core product focus validated the effectiveness of the company's "Four Focuses" strategy [7]

Core Viewpoint - Shanghai Jahwa United Co., Ltd. reported a revenue increase of 4.75% year-on-year for the first half of 2025, reaching approximately 3.48 billion yuan, with a net profit attributable to shareholders of approximately 266 million yuan, reflecting an 11.66% increase compared to the previous year [2][4]. Company Overview and Financial Indicators - The company operates in the chemical raw materials and chemical products manufacturing industry, focusing on daily chemical products with brands such as Liushen, Yuze, Baicaojie, and Meijiajing [3]. - Key financial metrics for the first half of 2025 include: - Total revenue: 3,478,337,684.58 yuan - Total profit: 298,020,579.45 yuan - Net profit attributable to shareholders: 265,757,686.65 yuan - Net cash flow from operating activities: 682,111,958.56 yuan [2][4]. Business Performance Analysis - The company achieved a net profit of 2.66 billion yuan, up 11.66% year-on-year, while the net profit excluding non-recurring gains and losses decreased by 5.89% to 2.21 billion yuan [3][4]. - The company has implemented four core tasks since the second half of 2024, focusing on strategic positioning, agile authorization mechanisms, team capability enhancement, and addressing historical burdens [3]. Marketing and Product Development - The company is focusing on high-quality sustainable development by: - Targeting niche categories to enhance market share and user value [3]. - Developing strategic new products, including the Liushen mosquito repellent series and Yuze skin barrier repair products [3]. - Innovating marketing strategies, including collaborations with celebrities and IP partnerships to enhance brand visibility [3][4]. Financial Performance and Cost Management - The company reported a significant increase in cash flow from operating activities, primarily due to higher sales receipts and lower tax payments compared to the previous year [4]. - The company has optimized its supply chain, reducing costs related to packaging and logistics, which contributed to improved financial performance [4].

| 上海家化联合股份有限公司2025 | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | | 公司代码：600315 | 公司简称：上海家化 | | | | | 上海家化联合股份有限公司 | | | | | | 上海家化联合股份有限公司2025 | 年半年度报告摘要 | | | | | 第一节 重要提示 | | | | | | 展规划，投资者应当到 www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | 日在册全体股东每股派发0.039元现金红利（含税）。 | | | | | | 第二节 公司基本情况 | | | | | | 公司股票简况 | | | | | | 股票种类 股票上市交易所 股票简称 | | 股票代码 | 变更前股票简 | | | 称 | | | | | | A股 上海证券交易所 上海家化 | | 600315 | | | | 联系人和联系方式 董事会秘书 | | 证券事务代表 | | | | 姓名 罗永涛 | | 苏晓庆 | | ...

上海家化联合股份有限公司九届三次董事会于 2025 年 8 月 21 日以现场及 通讯方式召开，会议通知于 2025 年 8 月 11 日通过邮件方式发出。本次会议应 参加董事 9 人，实际参加董事 9 人，会议由董事长林小海先生主持，高级管理 人员列席了会议，符合《公司法》及《公司章程》的有关规定。 二、董事会会议审议情况 表决情况：9 票同意，0 票反对，0 票弃权，通过本议案。 证券简称：上海家化 证券代码：600315 编号：临 2025-043 上海家化联合股份有限公司 九届三次董事会决议公告 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、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 本议案经公司董事会审计与风险管理委员会事先审议通过。 公司 2025 年半年度利润分配方案：拟向全体股东每股派发现金红利 0.039 元（含税），合计拟派发现金红利 25,965,681.61 元（含税）。本次公司现金分红 数额占 2025 年半年度合并报表中归属于上市公司普通股股东的净利润的比例为 《上海家化联合股份有限公司 2025 年半年度利润 ...

证券代码：600315 证券简称：上海家化 公告编号：临 2025-045 上海家化联合股份有限公司 关于 2025 年第二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、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号——化工》的要 求、现将公司 2025 年第二季度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 产量(支) | 销量(支) | 营业收入（元） | | --- | --- | --- | --- | | 个护 | 64,731,435 | 77,825,289 | 798,261,406.94 | | 美妆 | 16,168,415 | 9,675,676 | 418,410,317.70 | | 创新 | 14,648,314 | 11,797,432 | 203,368,323.56 | | 海外 | 26,399,888 | 21,892,513 | 355,321,873.99 | 注：个护（含六神、美加净品牌）、美妆（含玉泽、佰草集 ...