润本生物技术股份有限公司2025 年半年度报告 公司代码：603193 公司简称：润本股份 润本生物技术股份有限公司 2025 年半年度报告 1 / 161 润本生物技术股份有限公司2025 年半年度报告 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，请投 资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人赵贵钦、主管会计工作负责人吴伟斌及会计机构负责人（会计主管人员）叶艳 娟声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司拟以实施权益分派股权登记日的总股本为基数，向在册全体股东每 10 股派发 2.00 元现 金股利（含税）。以 2025 年 6 月 30 日的总股本 404,59 ...

润本股份公告，2025年上半年营业收入8.95亿元，同比增长20.31%。净利润1.88亿元，同比增长 4.16%。公司拟以实施权益分派股权登记日的总股本为基数，向在册全体股东每10股派发2元现金股利 （含税）。 ...

格隆汇8月18日｜润本股份：公司上半年实现营业收入8.95亿元，同比增长20.31%；归属于上市公司股 东的净利润1.88亿元，上年同期1.8亿元，同比增长4.16%；基本每股收益0.46元。 ...

Market Overview - The personal care products sector increased by 0.86% on August 18, with Baiya Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Key stocks in the personal care sector showed varied performance, with notable gainers including: - Ziya Co., Ltd. (003006) at 30.23, up 1.85% with a trading volume of 88,300 shares and a turnover of 263 million yuan [1] - Dengkang Oral (001328) at 44.40, up 1.72% with a trading volume of 32,300 shares and a turnover of 143 million yuan [1] - Stable Medical (300888) at 41.42, up 1.40% with a trading volume of 90,500 shares and a turnover of 374 million yuan [1] Capital Flow - The personal care products sector experienced a net outflow of 70.33 million yuan from institutional investors, while retail investors saw a net inflow of 102 million yuan [2] - The capital flow data indicates that: - Yanjing Co., Ltd. (300658) had a net inflow of 13.68 million yuan from institutional investors [3] - Zhongshun Jierou (002511) had a net inflow of 11.00 million yuan from institutional investors [3] - However, several stocks like Reliable Co., Ltd. (301009) and Baijia Co., Ltd. (605009) faced significant net outflows from institutional investors [3]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail sector shows steady recovery with a year-on-year increase of 4.8% in total retail sales from January to July 2025, and a 3.7% increase in July alone [5][25] - Online channels continue to grow, while offline growth rates are marginally slowing down; specific categories like gold and jewelry, as well as cosmetics, show significant improvement [5][30] - The report emphasizes the importance of consumer sentiment and suggests focusing on high-growth segments such as gold jewelry and domestic beauty brands [8][34] Summary by Sections Retail Market Overview - The retail index closed at 2214.55 points, up 0.44% for the week, underperforming the Shanghai Composite Index which rose by 0.86% [7][16] - The commercial property management sector saw the highest increase this week, while the jewelry sector has led the gains since the beginning of 2025 with a 30.19% increase [20][22] Retail Sales Data - In July 2025, retail sales reached 38,780 billion yuan, with a year-on-year growth of 3.7% [25] - Online retail sales for the first seven months of 2025 reached 86,835 billion yuan, growing by 9.2% year-on-year, with physical goods online sales at 70,790 billion yuan, up 6.3% [27][28] Key Investment Themes - **Gold and Jewelry**: Focus on brands with differentiated product offerings and consumer insights, recommending companies like Laopuhuangjin and Chaohongji [8][34] - **Cosmetics**: Highlighting the rise of domestic brands and the need for innovation in product offerings, with recommendations for brands like Maogeping and Pola [8][35] - **Offline Retail**: Emphasizing the transformation of retail enterprises to adapt to changing consumer behaviors, recommending companies like Yonghui Supermarket and Aiyingshi [8][34] - **Medical Aesthetics**: Suggesting investment in companies with differentiated product lines, recommending Aimeike and Kedi-B [8][36] Company Performance Highlights - Laopuhuangjin reported a revenue of 85.06 billion yuan in 2024, with a net profit increase of 253.9% [40] - Maogeping achieved a revenue of 38.85 billion yuan in FY2024, with a growth of 34.6% [36] - Yonghui Supermarket's revenue for Q1 2025 was 174.79 billion yuan, reflecting a decline of 19.3% [36]

证券之星消息，8月15日个护用品板块较上一交易日上涨0.63%，洁雅股份领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 301108 | 洁雅股份 | 26.43 | 1.69% | 1.51万 | | 3964.34万 | | 001328 | 登康口腔 | 43.65 | 1.61% | 2.16万 | | 9390.22万 | | 300888 | 稳健医疗 | 40.85 | 1.44% | 6.59万 | | 2.68亿 | | 605009 | 蒙倪护理 | 41.47 | 1.15% | 4.49万 | | 1.85亿 | | 002511 | 中顺洁桑 | 8.10 | 0.50% | 19.66万 | | 1.58亿 | | 301009 | 可靠股份 | 15.00 | 0.47% | 9.49万 | | 1.41亿 | | 0 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003006 | 自亚股份 | 29.55 | 1.90% | 7.32万 | | 2.16亿 | | 605009 | 豪悦护理 | 41.00 | 1.89% | 5.74万 | | 2.32亿 | | 603193 | 润本股份 | 31.99 | 1.56% | 8.70万 | | 2.78亿 | | 301009 | 可靠股份 | 14.93 | 0.34% | 15.44万 | | 2.27亿 | | 603059 | 倍加洁 | 31.64 | -1.22% | 5.16万 | | 1.64亿 | | 002511 | 中顺洁桑 | 8.06 | -1.35% | 16.50万 | | 1.34亿 | | 300888 | 稳健医疗 | 40.27 | -1.97% | 6.63万 | | 2.69亿 | | 600249 | 两面针 | 5.74 | -2.05% | 12.59万 | | 7286.48万 | | ...

Group 1 - The core point of the article is that Runben Co., Ltd. (603193.SH) has stated on its interactive platform that its mosquito repellent products are currently not being exported [1] Group 2 - The company is focused on domestic sales of its mosquito repellent products, indicating a potential limitation in its market reach [1] - The lack of export activity may suggest a strategic decision or regulatory challenges faced by the company in international markets [1] - This information could impact investor sentiment regarding the company's growth prospects in the global market [1]

证券之星消息，8月13日个护用品板块较上一交易日上涨1.08%，百亚股份领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。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) | | --- | --- | --- | --- | --- | --- | | 003006 | 百亚股份 | 29.00 | 6.42% | 10.61万 | 3.05亿 | | 603193 | 润本股份 | 31.50 | 0.57% | 4.83万 | 1.52亿 | | 300888 | 稳健医疗 | 41.08 | 0.37% | 9.52万 | 3.90亿 | | 605009 | 豪悦护理 | 40.24 | 0.25% | - 3.41万 | 1.37亿 | | 301009 | 可靠股份 | 14.88 | 0.00% | 7.75万 | 1.15亿 | | 002511 | 中顺洁桑 | 8.17 | -0.37% | 14.43万 | 1.18亿 | | 600249 | 两面针 | 5.86 | ...

每经AI快讯，有投资者在投资者互动平台提问：目前基孔肯雅热呈现外溢情况，作为广东本土企业， 请问公司有没有预防消杀埃及伊蚊和白纹伊蚊的产品？ 润本股份（603193.SH）8月13日在投资者互动平台表示，公司有着丰富的驱蚊产品线，适应不同环境 的驱蚊场景。其中室内驱蚊产品有电热蚊香液。户外驱蚊产品有三种成份驱蚊液：20%羟哌酯驱蚊液， 7%驱蚊酯驱蚊液，9%避蚊胺驱蚊液。 （文章来源：每日经济新闻） ...