Core Viewpoint - The company has shown significant improvement in performance, driven by the growth of ODM and proprietary brands [1] Group 1: Investment Highlights - The company's earnings forecast has been adjusted, maintaining a "Buy" rating, with expected EPS for 2025-2027 at 0.90, 1.32, and 1.73 yuan, respectively [2] - The company achieved a revenue of 1.119 billion yuan in the first three quarters of 2025, representing an 18.8% year-on-year increase, primarily due to the growth in oral care product sales [2] - The net profit attributable to the parent company reached 77 million yuan, up 84.6% year-on-year, with a non-recurring net profit of 72 million yuan, an increase of 86.4% year-on-year [2] Group 2: Business Performance - The company has established a business structure focusing on ODM while balancing proprietary brands and both domestic and international markets [2] - In the first half of 2025, overseas market revenue was 382 million yuan, accounting for 53.26% of total revenue, with the U.S. market contributing 143 million yuan, or 19.92% of total revenue [3] - The ODM business has shown stable growth, particularly in toothpaste products, while proprietary brand revenue increased by 35.89% year-on-year, although it still represents a small portion of total business [3] Group 3: Financial Metrics - The company's net profit margin for the first three quarters of 2025 was 6.9%, an increase of 2.5 percentage points year-on-year, while the gross margin was 26.3%, up 1.5 percentage points year-on-year [3] - The selling expense ratio was 8.7%, up 1.5 percentage points year-on-year, while the financial expense ratio was 1.1%, up 0.1 percentage points year-on-year [3] - The management expense ratio decreased to 7.1%, down 0.9 percentage points year-on-year, and the R&D expense ratio was 3.5%, down 0.1 percentage points year-on-year [3]

Investment Rating - The investment rating for the company is "Accumulate" [5]. Core Views - The company's performance continues to improve, with significant growth in both ODM and proprietary brand segments, leading to a notable recovery in overall financial results [2][12]. - The revenue and profit outlook has been adjusted, with expected EPS for 2025-2027 at 0.90, 1.32, and 1.73 yuan respectively, reflecting a positive trend in profitability [12]. - The company has established a balanced business structure focusing on ODM while also developing its proprietary brand, achieving profitability in its offline business [12]. Financial Summary - Total revenue is projected to grow from 1,067 million yuan in 2023 to 1,967 million yuan in 2027, with a CAGR of approximately 13.9% [4]. - Net profit attributable to the parent company is expected to recover from a loss of 77 million yuan in 2024 to a profit of 174 million yuan in 2027 [4]. - The gross margin is expected to improve, with a forecasted gross margin of 29.6% in 2025 [12]. Market Position - The company has a total market capitalization of 3,084 million yuan, with a share price range over the past 52 weeks between 19.67 and 44.97 yuan [6]. - The company has established strong relationships with clients in various international markets, with overseas revenue accounting for 53.26% of total revenue in the first half of 2025 [12]. Profitability Metrics - The net profit margin for the first three quarters of 2025 is reported at 6.9%, an increase of 2.5 percentage points year-on-year [12]. - The return on equity (ROE) is expected to improve from -7.8% in 2024 to 13.6% in 2027 [4][12].

Market Overview - The personal care products sector increased by 0.49% compared to the previous trading day, with Dengkang Oral leading the gains [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Dengkang Oral (001328) closed at 38.95, up 2.04% with a trading volume of 19,000 shares and a transaction value of 73.72 million yuan [1] - Other notable performers include: - Yanjing Co. (300658) at 13.18, up 1.62% [1] - Stable Medical (300888) at 38.64, up 1.47% with a transaction value of 252 million yuan [1] - Zhongshun Jiesang (002511) at 8.45, up 1.32% with a transaction value of 191 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 9.12 million yuan from institutional investors and 8.75 million yuan from retail investors, while retail investors saw a net inflow of 17.87 million yuan [2] - The capital flow for individual stocks shows: - Stable Medical had a net inflow of 18.89 million yuan from institutional investors [3] - Dengkang Oral saw a net outflow of 3.00 million yuan from institutional investors [3] - Yanjing Co. had a net inflow of 1.24 million yuan from institutional investors [3] Summary of Individual Stocks - The following stocks had significant capital movements: - Dengkang Oral: Institutional net outflow of 3.00 million yuan, retail net inflow of 0.80 million yuan [3] - Stable Medical: Institutional net inflow of 18.89 million yuan, retail net outflow of 20.84 million yuan [3] - Zhongshun Jiesang: Institutional net outflow of 3.24 million yuan, retail net inflow of 4.70 million yuan [3]

证券之星消息，12月26日个护用品板块较上一交易日下跌0.44%，倍加洁领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300658 延江股份 | | 532.94万 | 1.96% | -230.96万 | -0.85% | -301.98万 | -1.11% | | 603193 润本股份 | | 97.63万 | 2.53% | -250.99万 | -6.49% | 153.36万 | 3.97% | | 003006 自亚股份 | | -2.02万 | -0.04% | 236.22万 | 4.28% | -234.20万 | -4.24% | | 301009 可靠股份 | | -203.68万 | -4.39% | -294.73万 | -6.35% | 498.41万 ...

Market Overview - The personal care products sector increased by 0.94% on December 25, with Zhongshun Jierou leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Performance - Zhongshun Jierou (002511) closed at 8.22, up 4.18% with a trading volume of 308,300 shares and a transaction value of 251 million [1] - Other notable stocks include: - Jieya Co. (301108) at 33.92, up 1.83% [1] - Runben Co. (603193) at 24.72, up 1.39% [1] - Haoyue Nursing (600509) at 31.99, up 1.07% [1] - Baia Co. (003006) at 21.15, up 1.05% [1] Capital Flow - The personal care products sector experienced a net outflow of 34.64 million from institutional investors and 29.15 million from retail investors, while retail investors saw a net inflow of 63.79 million [2] - The capital flow for individual stocks shows: - Zhongshun Jierou had a net inflow of 2.63 million from institutional investors [3] - Two Mian Zhen (600249) had a net inflow of 201.73 thousand from institutional investors [3] - Jieya Co. (301108) had a net outflow of 64.45 thousand from institutional investors [3]

Core Viewpoint - The company Beijiajie has shown a significant increase in stock price and financial performance, indicating potential growth opportunities in the oral care and hygiene product market [1][2]. Group 1: Stock Performance - As of December 19, Beijiajie’s stock price increased by 2.02%, reaching 30.86 CNY per share, with a trading volume of 28.04 million CNY and a turnover rate of 0.91% [1]. - The stock has appreciated by 32.73% year-to-date, but has seen a slight decline of 0.36% over the past five trading days, 1.25% over the past twenty days, and 7.30% over the past sixty days [1]. - The company has appeared on the stock market's "龙虎榜" (top trading list) six times this year, with the most recent appearance on October 29, where it recorded a net buy of -10.96 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Beijiajie reported a revenue of 1.12 billion CNY, reflecting a year-on-year growth of 18.75% [2]. - The net profit attributable to shareholders reached 77.07 million CNY, marking an impressive year-on-year increase of 84.58% [2]. - Since its A-share listing, the company has distributed a total of 115 million CNY in dividends, with 46.15 million CNY distributed over the past three years [2]. Group 3: Business Overview - Beijiajie Group Co., Ltd. is located in Yangzhou, Jiangsu Province, and was established on January 8, 1997, with its public listing occurring on March 2, 2018 [1]. - The company specializes in the research, production, and sales of oral care and hygiene products, with its revenue composition being 35.13% from other products, 33.23% from toothbrushes, 24.81% from wet wipes, and 6.83% from probiotics [1]. - Beijiajie is classified under the beauty and personal care industry, specifically in the personal care and hygiene products sector, and is associated with concepts such as multi-birth, cross-border e-commerce, small-cap stocks, and overseas expansion [1].

Group 1: Core Insights - The new city of Yangzhou is focusing on integrating technological and industrial innovation, aiming to establish itself as a regional innovation center through the "165" strategy [1] - The city is committed to building a modern industrial cluster characterized by high-level laboratories, high-energy R&D institutions, and high-quality professional parks, while promoting various initiatives such as technology investment and enterprise cultivation [1] - Yangzhou aims to achieve significant economic growth, targeting a new milestone in regional GDP and industrial output during the 14th Five-Year Plan period [1] Group 2: Economic Development - The new city has achieved a GDP growth of 5.1% in the first half of the year, with public budget revenue increasing by 17.2% and industrial investment rising by 18.4% [5] - The city is leveraging opportunities from the establishment of specialized parks like the China Beauty Port and East China Aviation Valley to rejuvenate traditional industries and foster emerging sectors [5] - Key enterprises such as Beijia Clean and Two-Sided Needle have been recognized for their advancements, contributing to the overall growth of the industrial base [5] Group 3: Infrastructure and Urban Development - The city is enhancing urban infrastructure, including commercial, educational, and healthcare facilities, to support high-quality development [4] - Yangzhou is focusing on ecological and cultural tourism, promoting sustainable practices while developing its unique ecological resources [3] - The city is also improving transportation networks to support major engineering projects and enhance connectivity within the Yangtze River Delta region [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603059 证券简称：倍加洁 公告编号：2025-064 倍加洁集团股份有限公司 关于越南全资孙公司完成工商注册登记的公告 二、对外投资进展情况 近日，越南全资孙公司已办理完成工商注册登记手续，并取得了由越南同奈省财务局颁发的《企业登记 证》，登记的相关信息如下： 1、公司中文名称：越南海丝科技有限责任公司 2、公司英文名称：MARITIME SILK VIETNAM COMPANY LIMITED 一、对外投资概述 倍加洁集团股份有限公司（以下简称"公司"或"倍加洁"）于2024年9月8日召开了第三届董事会第十七次 会议，审议通过了《关于对外投资建设越南生产基地项目的议案》，公司拟在新加坡成立全资子公司， 通过该子公司在越南成立项目公司，由越南项目公司实施本次投资。具体详见公司于2024年9月9日、 2024年10月10日在上海证券交易所网站（www.sse.com.cn）和指定信息披露媒体上刊登的《关于对外投 资建设越南生产基地项目的公告》（公告编号：2024-042）《关于对外投资建设越南生产基地项目的进 展公告》（公告编号：2024-046 ...

证券代码：603059 证券简称：倍加洁 公告编号：2025-064 倍加洁集团股份有限公司 关于越南全资孙公司完成工商注册登记的公告 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法律责任。 一、对外投资概述 倍加洁集团股份有限公司（以下简称"公司"或"倍加洁"）于2024年9月8 日召开了第三届董事会第十七次会议，审议通过了《关于对外投资建设越南生产 基地项目的议案》，公司拟在新加坡成立全资子公司，通过该子公司在越南成立 项目公司，由越南项目公司实施本次投资。具体详见公司于2024年9月9日、2024 年10月10日在上海证券交易所网站（www.sse.com.cn）和指定信息披露媒体上刊 登的《关于对外投资建设越南生产基地项目的公告》（公告编号：2024-042）《关 于对外投资建设越南生产基地项目的进展公告》（公告编号：2024-046）。 二、对外投资进展情况 近日，越南全资孙公司已办理完成工商注册登记手续，并取得了由越南同奈 省财务局颁发的《企业登记证》，登记的相关信息如下： 1、公司中文名称：越南海丝科技有限责任公司 2、 ...

Market Overview - The personal care products sector increased by 0.04% on December 10, with Dengkang Oral leading the gains [1] - The Shanghai Composite Index closed at 3900.5, down 0.23%, while the Shenzhen Component Index closed at 13316.42, up 0.29% [1] Stock Performance - Key stocks in the personal care sector showed varied performance, with Dengkang Oral closing at 37.30, up 2.47%, and other notable stocks including Runben Co. at 24.37, up 0.99%, and Zhongshun Jiesang at 8.04, up 0.63% [1] - Conversely, stocks like Beijia Clean and Reliable Co. experienced declines, with Beijia Clean down 0.53% and Reliable Co. down 0.71% [1] Capital Flow - The personal care products sector saw a net outflow of 26.81 million yuan from institutional investors, while retail investors contributed a net inflow of 14.96 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2] Detailed Capital Flow Analysis - Dengkang Oral had a significant net inflow from institutional investors of 33.86 million yuan, while other stocks like Yijia Co. and Beijia Clean faced net outflows [3] - Retail investors showed strong interest in stocks like Reliable Co. and Beijia Clean, with net inflows of 1.99 million yuan and 3.25 million yuan respectively [3]