证券日报网讯 9月17日晚间，润本股份发布公告称，近日，公司召开职工代表大会，选举许慧颖女士为 公司第二届董事会职工代表董事。 （文章来源：证券日报） ...

截至本公告披露日，许慧颖女士未持有公司股份，与公司其他董事、高级管理 人员、控股股东、实际控制人、持股 5%以上股东不存在任何关联关系。许慧颖女 士任职资格符合相关法律法规、规范性文件对董事任职资格的要求，不存在《公司 法》《公司章程》等规定不得担任公司董事的情形，也不存在被中国证券监督管理 委员会处以证券市场禁入措施且期限尚未届满的情况，或被证券交易所公开认定为 不适合担任上市公司董事且期限尚未届满的情形，亦不是失信被执行人。公司第二 届董事会中兼任公司高级管理人员以及由职工代表担任的董事人数未超过公司董事 总数的二分之一，符合相关法律法规及公司章程的规定。 特此公告。 证券代码：603193 证券简称：润本股份 公告编号 2025-039 润本生物技术股份有限公司 关于选举产生职工代表董事的公告 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。 润本生物技术股份有限公司（以下简称"公司"）于 2025 年 9 月 3 日召开 2025 年第二次临时股东大会，审议通过《关于取消监事会暨修订<公司章程>的议 案》。本次《公司章程 ...

证券之星消息，9月17日个护用品板块较上一交易日上涨28.19%，倍加洁领涨。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 603059 | 倍加洁 | 32.96 | 2.33% | | 5.26万 | 1.73亿 | | 003006 | 百亚股份 | 29.20 | 1.81% | | 3.03万 | 8845.30万 | | 001328 | 登康口腔 | 40.62 | 1.32% | | 2.36万 | 9632.98万 | | 002511 | 中顺洁柔 | 8.48 | 0.71% | | 13.63万 | 1.15亿 | | 300888 | 稳健医疗 | 39.74 | 0.23% | | 7.87万 | 3.16亿 | | 300658 | 延江股份 | 9.07 | 0.22% | | 23.99万 | 2.16亿 | | 0 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603193 | 润本股份 | 28.25 | -2.62% | 4.81万 | 1.37亿 | | 003006 | 百亚股份 | 28.20 | -1.81% | 3.50万 | 9899.47万 | | 300658 | 延江股份 | 8.41 | -1.52% | - 16.86万 | 1.42亿 | | 002511 | 中顺洁柔 | 8.34 | -1.42% | 12.55万 | 1.05亿 | | 603059 | 倍加洁 | 31.83 | -1.09% | 3.98万 | 1.26亿 | | 605009 | 豪悦护理 | 34.26 | -0.70% | 2.12万 | 7270.40万 | | 301009 | 可靠股份 | 13.77 | -0.51% | 3.31万 | 4567.41万 | | 600249 | 两面针 | 6.39 | -0.16% | 29.61万 | 1.88亿 | | 001328 | 登康口腔 ...

Investment Rating - The report initiates coverage with a "Buy" rating for Shuiyang Co., Ltd. [3][13] Core Insights - The cosmetics and medical beauty sector underperformed the market, with the Shenwan Beauty Care Index increasing by 0.2% from September 5 to September 12, 2025, lagging behind the Shenwan A Index by 2.7 percentage points [3][4] - Domestic cosmetics brands showed strong growth in August, with key brands under Shumei Co. achieving a 70% growth rate on Douyin and Taobao platforms, indicating a robust performance despite high base effects [3][9] - The report highlights the upcoming Double 11 shopping festival, suggesting that brands should prepare for promotional strategies [3][9] Summary by Sections Industry Performance - The cosmetics and medical beauty sector's performance was weaker than the market, with declines in the Shenwan Cosmetics Index by 0.5% and the Shenwan Personal Care Index by 0.8% during the specified period [3][4] Key Company Review - Shuiyang Co., Ltd. is positioned as a leading technology-driven beauty company in China, with stable revenue between 4 to 5 billion yuan from 2021 to 2024 and an expected gross margin of 63.01% in 2024, up by 10.94 percentage points from 2021 [3][10] - The company has a dual business model of proprietary brands and CP agency brands, with a strong focus on high-end and global market transformation [3][10][12] E-commerce Data - In August, key domestic brands on Douyin and Taobao platforms showed significant growth, with Shumei Co. brands achieving a 70% increase, and other brands like Maogeping and Runben also reporting substantial growth rates [3][14] Market Trends - The report notes that the overall retail sales of cosmetics in July 2025 grew by 4.5%, indicating a recovery in consumer spending [3][17] - The domestic skincare market is projected to reach 271.2 billion yuan in 2024, despite a slight decline of 3.7% year-on-year, with domestic brands gaining market share [3][26] Company Announcements - Shumei Co. has appointed Dr. Karl Lintner, a pioneer in peptide beauty, as the chief scientific advisor, aiming to enhance its global competitiveness in research and development [3][21]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the launch of the "Gaode Street Ranking," which aims to reconstruct the trust framework in offline services through real navigation and travel behavior data [23][27] - The report emphasizes the importance of emotional consumption themes and suggests focusing on high-quality companies in high-growth sectors [6][29] Summary by Sections Retail Market Review - The retail industry index closed at 2396.85 points, up 0.85% for the week, underperforming the Shanghai Composite Index, which rose by 1.52% [12][20] - Among retail sub-sectors, the supermarket sector had the highest weekly increase of 4.78%, while the watch and jewelry sector led with a year-to-date increase of 35.68% [14][18] Industry Dynamics - The launch of the "Gaode Street Ranking" is positioned as a significant step for Alibaba to transition from a navigation platform to a comprehensive local service platform, enhancing user experience and trust [23][27] - The ranking system incorporates real user behavior and credit filtering to provide authentic feedback, potentially disrupting the existing "to-store" business landscape dominated by Meituan and Dianping [27][29] Investment Recommendations - Investment Theme 1: Focus on differentiated gold and jewelry brands with deep consumer insights, recommending companies like Laopu Gold and Chaohongji [6][31] - Investment Theme 2: Highlight retail enterprises that adapt to trends and actively explore changes, recommending Yonghui Supermarket and Aiyingshi [6][29] - Investment Theme 3: Emphasize high-quality domestic beauty brands with differentiated capabilities, recommending brands like Maogeping and Pola [6][30] - Investment Theme 4: Focus on differentiated medical beauty product manufacturers, recommending Aimeike and Kedi-B [6][30] Company Performance Highlights - Laopu Gold reported a revenue of 12.354 billion yuan in H1 2025, a year-on-year increase of 250.9%, with a net profit of 2.268 billion yuan, up 285.8% [38][39] - Chaohongji achieved a revenue of 4.102 billion yuan in H1 2025, a 19.5% increase, with a net profit of 331 million yuan, up 44.3% [41][42] - Maogeping reported a revenue of 2.588 billion yuan in H1 2025, a 31.3% increase, with a net profit of 670 million yuan, up 36.1% [31][34]

Market Overview - The personal care products sector experienced a decline of 1.1% on September 12, with Baiya Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Key stocks in the personal care sector showed varied performance, with Jeya Co., Ltd. increasing by 5.01% to a closing price of 34.18 [1] - Other notable movements include: - Yiyi Co., Ltd. up 0.53% to 28.40 - Runben Co., Ltd. down 0.41% to 28.82 - Reliable Co., Ltd. down 0.64% to 13.87 [1][2] Trading Volume and Value - The trading volume and value for selected stocks are as follows: - Jeya Co., Ltd.: 36,300 shares, 123 million yuan - Yiyi Co., Ltd.: 60,500 shares, 175 million yuan - Runben Co., Ltd.: 15,900 shares, 46.01 million yuan [1] Capital Flow Analysis - The personal care products sector saw a net outflow of 24.69 million yuan from institutional investors and 8.31 million yuan from speculative funds, while retail investors had a net inflow of 33 million yuan [2] - Detailed capital flow for selected stocks indicates: - Zhongshun Jierou: 12.26 million yuan net inflow from institutions - Yiyi Co., Ltd.: 6.18 million yuan net inflow from institutions [3] Summary of Individual Stocks - Zhongshun Jierou had a net institutional inflow of 12.26 million yuan, but a net outflow from speculative and retail investors [3] - Reliable Co., Ltd. showed mixed results with a small net inflow from speculative funds but a net outflow from retail investors [3] - Overall, the sector's performance reflects a cautious sentiment among institutional and speculative investors, while retail investors appear to be more active [2][3]

Core Viewpoint - The company reported a revenue of 895 million yuan for the first half of 2025, reflecting a year-on-year growth of 20.3%, while the net profit attributable to shareholders was 188 million yuan, up 4.2% year-on-year [1] Revenue and Profit Analysis - In Q2 2025, the company achieved a revenue of 655 million yuan, representing a year-on-year increase of 13.5%, but the net profit attributable to shareholders decreased by 0.8% to 143 million yuan [1] - The company's net profit margin declined by 3.2 percentage points in H1 2025, primarily due to a 0.6 percentage point drop in gross margin and a 1.5 percentage point increase in sales expense ratio [3] Product Category Performance - In H1 2025, sales for mosquito repellent, baby care, and essential oils were 375 million, 405 million, and 92 million yuan respectively, with year-on-year changes of +13%, +39%, and -15% [2] - In Q2, mosquito repellent and baby care products grew by 14% and 23% respectively, while essential oils saw a decline of 16% [2] Channel Expansion - The company has strengthened its online channel presence while expanding offline channels, maintaining a high market share on platforms like Tmall, JD, and Douyin, and has initiated cooperation with Sam's Club [2] - The company has developed non-platform distribution channels, including partnerships with major retailers such as Yonghui and Walmart, which is expected to further solidify brand sales [2] Investment Outlook - The company continues to innovate its product offerings and faces temporary profit pressure due to increased promotional expenses [3] - The expected EPS for 2025-2027 is projected to be 0.82, 1.04, and 1.30 yuan per share, maintaining a "buy" rating [3]

Core Viewpoint - The company announced a cash dividend distribution of 0.20 CNY per share for the first half of 2025, approved by the shareholders' meeting on September 3, 2025 [2][4]. Dividend Distribution Details - The total cash dividend distribution amounts to 80,918,662.80 CNY, based on a total share capital of 404,593,314 shares [4]. - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the dividend record date [3]. Implementation Method - The cash dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited, with shareholders able to receive their dividends at their designated securities firms on the payment date [5]. - For shareholders who have not completed designated trading, the dividends will be held by the China Securities Depository and Clearing Corporation Limited until the designated trading is completed [5]. Taxation Information - For individual shareholders holding shares for over one year, the cash dividend of 0.20 CNY per share is exempt from personal income tax [9]. - For shares held for one year or less, the tax will be calculated upon the transfer of shares, with the actual cash dividend remaining at 0.20 CNY per share [9]. - For foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net cash dividend of 0.18 CNY per share [11]. Related Dates and Conditions - The dividend distribution is not associated with any differential dividend or capital increase [7]. - The announcement includes commitments from major shareholders regarding the minimum selling price of shares post-dividend distribution [12]. Contact Information - Shareholders can inquire about the dividend distribution through the company's securities department at the provided contact number [13].

Group 1 - The company, Runben Co., announced a cash dividend distribution plan for the first half of 2025, with a cash dividend of 0.20 yuan per share (tax included) for A-shares [2] - The record date for the dividend is set for September 17, 2025, while the ex-dividend date and the date of cash dividend payment are both scheduled for September 18, 2025 [2]