格隆汇1月29日丨倍加洁(603059.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润为8,800万元到13,200万元，与上年同期相比，实现扭亏为盈。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益后的净利润为9,040万元到13,560万元。对外投资的参股子公司薇美姿 实业（广东）股份有限公司以及控股子公司善恩康生物科技（苏州）有限公司2025年度经营业绩改善， 与上年同期相比，预计本年度不存在减值影响。 ...

证券代码：603059 证券简称：倍加洁 公告编号：2026-001 倍加洁集团股份有限公司 2025 年年度业绩预告 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： 一、本期业绩预告情况 （一）利润总额：-6,538.47 万元。归属于母公司所有者的净利润：-7,731.61 万元。归属于母公司所有者的扣除非经常性损益后的净利润：-9,590.92 万元。 （二）每股收益：-0.77 元。 三、本期业绩扭亏为盈的主要原因 业绩预告适用情形：净利润实现扭亏为盈。 倍加洁集团股份有限公司（以下简称"公司"）预计 2025 年年度实现归属 于母公司所有者的净利润为 8,800 万元到 13,200 万元，与上年同期相比， 实现扭亏为盈。 预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的净利润 为 9,040 万元到 13,560 万元。 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年年度实现归属于 ...

倍加洁公告，预计2025年年度实现归属于母公司所有者的净利润为8800万元到1.32亿元，与上年同期相 比，实现扭亏为盈。预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为9040万 元到1.36亿元。 ...

Summary of Conference Call Notes Company Overview - The company discussed is **倍加洁** (Beijiajie), which operates in the **probiotic and dietary supplement industry**. The focus is on its subsidiary **善恩康** (Shanenkang) and its product line involving **AKK菌** (Akkermansia muciniphila). Key Points and Arguments - **Stock Price Volatility**: The company's stock experienced significant fluctuations, attributed to a general pullback in small-cap stocks within the beauty and health sector. However, the company's fundamentals remain strong, with no abnormalities reported [1]. - **Growth Projections**: The company anticipates stable growth in its contract manufacturing business through 2026. The subsidiary Shanenkang is expected to see rapid growth driven by the AKK菌 product line, with profit margins likely to improve [1]. - **Financial Performance**: For the first half of 2025, Shanenkang is projected to achieve revenue of **49.76 million yuan**, representing an increase of over **80%** year-on-year. The net profit is expected to be **8.38 million yuan**, with a net profit margin of approximately **17%** (compared to a loss in the same period of 2024) [1]. - **Customer Expansion**: The significant revenue growth is attributed to an increase in customer numbers and the successful launch of high-margin AKK菌 products. The company has established partnerships with brands such as **仙乐** (Xianle), **Wonderlab**, and **若羽臣** (Ruoyuchen) [1]. - **Revenue Forecast for AKK菌**: The company estimates that revenue from AKK菌 products will exceed **10 million yuan** in 2025, with expectations for exponential growth in 2026 [1]. Industry Insights - **AKK菌 Overview**: AKK菌, also known as "slim bacteria" or "longevity bacteria," is naturally found in the human gut and is associated with higher proportions in long-lived and lean populations. It has significant potential applications in enhancing metabolism and immune health [2]. - **Product Development**: In February 2025, Shanenkang's AKK PROBIO active probiotic became the first product globally to receive both live and inactivated bacteria GRAS certification from the U.S. [2]. - **Market Trends**: There has been a surge in dietary supplement brands launching AKK菌 products. For instance, **若羽臣** launched an AKK菌 product priced at **228 yuan** per bottle, focusing on scientific weight management and metabolism enhancement, achieving over **4 million yuan** in GMV within 20 days of launch [2]. - **Competitive Landscape**: Recently, the **斐萃** brand introduced the **AKK小银瓶** product, priced at **2997 yuan** for three bottles, each containing **100 billion TFU** of inactivated AKK菌. This indicates a growing market interest and application potential for AKK菌 products [2]. Additional Important Content - The ongoing development and marketing of AKK菌 products suggest a promising future for the probiotic segment, with increasing consumer awareness and demand for health supplements focusing on metabolic and immune health benefits [2].

Market Overview - The personal care products sector experienced a decline of 1.62% on January 28, with Yanjiang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - The following stocks in the personal care sector showed notable price changes: - Zhongshun Jiesang: Closed at 8.58, up 0.70% with a trading volume of 244,800 shares and a turnover of 209 million yuan [1] - Yanjiang Co., Ltd.: Closed at 16.40, down 6.23% with a trading volume of 426,300 shares and a turnover of 73 million yuan [2] - Beijia Clean: Closed at 34.18, down 3.77% with a trading volume of 31,400 shares and a turnover of 109 million yuan [2] Capital Flow - The personal care products sector saw a net outflow of 111 million yuan from institutional investors, while retail investors had a net inflow of 1.05 billion yuan [2] - The following stocks had significant capital flow: - Zhongshun Jiesang: Net inflow from institutional investors was 5.43 million yuan, with a retail net inflow of 15.08 million yuan [3] - Yanjiang Co., Ltd.: Experienced a net outflow of 1.25 million yuan from institutional investors [3] - Beijia Clean: Had a net outflow of 2.60 million yuan from institutional investors, but a net inflow of 12.19 million yuan from retail investors [3]

Market Overview - The personal care products sector experienced a decline of 1.53% on January 27, with Yanjiang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable stock performances include: - Dengkang Oral Care (001328) closed at 40.93, up 1.99% with a trading volume of 15,900 shares and a turnover of 64.67 million yuan [1] - Beijia Clean (603059) closed at 35.52, up 0.45% with a trading volume of 22,500 shares and a turnover of 79.75 million yuan [1] - Yanjiang Co., Ltd. (300658) closed at 17.49, down 6.02% with a trading volume of 404,000 shares and a turnover of 702 million yuan [2] Capital Flow - The personal care products sector saw a net outflow of 73.09 million yuan from institutional investors, while retail investors had a net inflow of 85.19 million yuan [2] - The capital flow for individual stocks shows: - Zhongshun Jierou (002511) had a net inflow of 4.92 million yuan from retail investors, but a net outflow of 1.30 million yuan from institutional investors [3] - Other stocks like Yiyi Co., Ltd. (001206) and Jeya Co., Ltd. (301108) also experienced significant net outflows from institutional investors [3]

Market Overview - The personal care products sector experienced a decline of 0.16% on January 26, with Beijia leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable stock performances include: - Yanjing Co. (300658) closed at 18.61, up 2.14% with a trading volume of 489,900 shares and a transaction value of 917 million yuan [1] - Stable Medical (300888) closed at 37.61, up 1.81% with a trading volume of 86,900 shares and a transaction value of 326 million yuan [1] - Beijia (603059) closed at 35.36, down 5.07% with a trading volume of 25,900 shares and a transaction value of 92.56 million yuan [2] Capital Flow - The personal care products sector saw a net inflow of 72.66 million yuan from institutional investors, while retail investors experienced a net outflow of 72.01 million yuan [2] - The capital flow for individual stocks includes: - Yanjing Co. had a net inflow of 10.5 million yuan from institutional investors [3] - Stable Medical had a net inflow of 12.15 million yuan from institutional investors [3] - Beijia experienced a net outflow of 5.37 million yuan from institutional investors [3]

Market Overview - The personal care products sector increased by 0.03% on January 23, with Runben Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] Stock Performance - Runben Co., Ltd. (603193) closed at 25.71, with a rise of 1.78% and a trading volume of 41,300 shares, totaling 106 million yuan [1] - Other notable performers include: - Wanjian Medical (300888) at 36.94, up 1.40% with a trading volume of 50,800 shares, totaling 187 million yuan [1] - Yiyi Co., Ltd. (001206) at 28.47, up 1.10% with a trading volume of 21,800 shares, totaling 61.78 million yuan [1] - Home Care (605009) at 32.39, up 0.90% with a trading volume of 16,200 shares, totaling 52.33 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 75.43 million yuan from institutional investors, while retail investors saw a net inflow of 85.32 million yuan [2] - The capital flow for individual stocks shows: - Runben Co., Ltd. had a net inflow of 5.90 million yuan from institutional investors [3] - Wanjian Medical had a net inflow of 4.50 million yuan from institutional investors [3] - Yiyi Co., Ltd. had a net inflow of 1.62 million yuan from retail investors [3]

Market Overview - The personal care products sector increased by 0.76% on January 21, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Stock Performance - Yanjiang Co., Ltd. (300658) closed at 20.90, up 7.73% with a trading volume of 595,600 shares and a transaction value of 1.202 billion yuan [1] - Beijia Clean (603059) closed at 38.66, up 6.27% with a trading volume of 51,500 shares and a transaction value of 195 million yuan [1] - Jeya Co., Ltd. (301108) closed at 37.08, up 2.01% with a trading volume of 20,700 shares and a transaction value of 75.4978 million yuan [1] - Baiya Co., Ltd. (003006) closed at 22.96, up 2.00% with a trading volume of 133,100 shares and a transaction value of 302 million yuan [1] - Reliable Co., Ltd. (301009) closed at 13.57, up 0.89% with a trading volume of 35,200 shares and a transaction value of 47.5696 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 15.344 million yuan from institutional investors, while retail investors saw a net outflow of 22.6944 million yuan [2] - However, speculative funds recorded a net inflow of 38.0385 million yuan [2] Detailed Capital Flow Analysis - Baiya Co., Ltd. (003006) had a net inflow of 55.3986 million yuan from institutional investors, while retail investors had a net outflow of 45.3097 million yuan [3] - Beijia Clean (603059) saw a net inflow of 9.3501 million yuan from institutional investors and a net outflow of 2.32565 million yuan from retail investors [3] - Jeya Co., Ltd. (301108) experienced a net outflow of 6.1734 million yuan from institutional investors, while retail investors had a net inflow of 7.5396 million yuan [3]

Group 1 - The personal care products sector increased by 1.77% on January 20, with Yanjiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the personal care sector showed varied performance, with Yanjiang Co., Ltd. closing at 19.40, up 9.11%, and Ziya Co., Ltd. at 22.51, up 4.16% [1] Group 2 - The personal care products sector experienced a net outflow of 47.99 million yuan from institutional investors, while retail investors saw a net inflow of 9.42 million yuan [2] - The trading volume for Yanjiang Co., Ltd. was 638,400 shares, with a total transaction value of 1.257 billion yuan [1] - The stock performance of major companies included a 2.51% increase for Beijia Co. and a 2.25% increase for Dengkang Oral Care [1][2] Group 3 - The net inflow from retail investors for the stock of Yiyi Co. was 400.92 million yuan, while the net outflow from institutional investors was 595.82 million yuan for Kela Co. [3] - The net inflow for Ziya Co. was 299.34 million yuan from retail investors, while it faced a net outflow of 1,407.33 million yuan from institutional investors [3] - The overall market sentiment showed mixed results, with some stocks like Yiyi Co. and Beijia Co. attracting retail interest despite institutional outflows [3]