Group 1 - The Shanghai Composite Index rose by 0.05% on January 7, with 17 industries experiencing gains, led by the comprehensive and coal sectors, which increased by 3.86% and 2.47% respectively [1] - The oil and petrochemical and non-bank financial sectors saw the largest declines, with decreases of 1.73% and 1.13% respectively [1] - The beauty and personal care industry ranked third in terms of decline for the day, falling by 1.03% [2] Group 2 - The beauty and personal care industry experienced a net outflow of 73.58 million yuan, with 29 stocks in the sector, of which only 4 rose while 24 fell [2] - The top three stocks with the largest net outflows in the beauty and personal care sector were Qingdao Kingking, Aimeike, and Furida, with outflows of 43.47 million yuan, 21.05 million yuan, and 15.05 million yuan respectively [2][3] - The stock with the highest net inflow was Shuiyang Co., with an inflow of 18.80 million yuan, followed by Perleya and Zhongshun Jierou with inflows of 10.12 million yuan and 9.53 million yuan respectively [2][3]

Group 1 - The cosmetics sector experienced a decline of 0.93% on January 7, with Jiaheng Jiahua leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key individual stock performances in the cosmetics sector included Bawei Co. up 0.85% and Jiaheng Jiahua down 4.96% [2] Group 2 - The net outflow of main funds in the cosmetics sector was 57.67 million yuan, while retail investors saw a net inflow of 39.72 million yuan [2] - The stock with the highest main fund inflow was Shuiyang Co. with 27.77 million yuan, while Jiaheng Jiahua had a significant outflow of 32.2 million yuan [3] - Retail investors showed a negative net flow in several stocks, including Shanghai Jahwa and Kesheng Co. [3]

Group 1 - The cosmetics sector experienced a rise of 0.46% on January 6, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Lafang Jiahua's closing price was 20.34, reflecting a 1.90% increase, with a trading volume of 52,800 shares and a transaction value of 108 million yuan [1] Group 2 - The cosmetics sector saw a net outflow of 81.97 million yuan from institutional investors, while retail investors had a net inflow of 67.35 million yuan [2] - The trading data indicates that major stocks like Shanghai Jahwa and Lafang Jiahua had mixed net inflows and outflows from different investor types [3] - Shanghai Jahwa had a net inflow of 9.64 million yuan from institutional investors, while it faced outflows from retail investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603605 证券简称：珀莱雅 公告编号：2026-003 债券代码：113634 债券简称：珀莱转债 珀莱雅化妆品股份有限公司 关于回购股份事项前十大股东 和前十大无限售条件股东持股情况的公告 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。 珀莱雅化妆品股份有限公司（以下简称"公司"）于2025年12月30日召开第四届董事会第十一次会议，审 议通过了《关于以集中竞价交易方式回购股份方案的议案》，具体内容详见公司于2025年12月31日在上 海证券交易所网站（www.sse.com.cn）披露的《珀莱雅化妆品股份有限公司关于以集中竞价交易方式回 购股份方案的公告暨回购报告书》（公告编号：2025-081）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，现将公司董事会公告回购股份决议的前一个交易日（即2025年12月30日）登记在册的前十大股东 和前十大无限售条件股东的名称及持股数量、比例情况公告如下： 债券代码：1 ...

每经AI快讯，珀莱雅1月5日晚间发布公告称，截至2025年12月31日，公司暂未开展股票回购，公司后 续将根据市场情况择机实施本次回购计划。 （记者 曾健辉） 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 ...

二、 回购股份的进展情况 | 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：113634 | 债券简称：珀莱转债 | | 珀莱雅化妆品股份有限公司 关于股份回购进展公告 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： | 回购方案首次披露日 | 2025/12/31 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 日~2026 | 年 | 12 | 月 | 30 | 年 | 12 | 月 29 日 | | 预计回购金额 | 8,000万元~15,000万元 | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | 累计已回购股数 | ...

| 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：113634 | 债券简称：珀莱转债 | | 珀莱雅化妆品股份有限公司 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 珀莱雅化妆品股份有限公司 董 事 会 2026 年 1 月 6 日 二、前十大无限售条件股东持股情况 | 序号 | 股东名称 | 持股数量（股） | 占无限售条件流通股 | | --- | --- | --- | --- | | | | | 比例（%） | | 1 | 侯军呈 | 136,739,037 | 34.53 | | 2 | 方玉友 | 59,625,258 | 15.06 | | 3 | 香港中央结算有限公司 | 10,572,574 | 2.67 | | 4 | 中国农业银行股份有限公司－中证 500 | 3,552,348 | 0.90 | | | 交易型开放式指数证券投资基金 | | | | 5 | 中国工商银行股份有限公司－中证主要 | 3,445,400 | 0.87 | | | 消费交易型开放式指数证券投资基金 ...

| 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：113634 | 债券简称：珀莱转债 | | 珀莱雅化妆品股份有限公司 可转债转股结果暨股份变动公告 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： 累计转股情况：珀莱转债自 2022 年 6 月 14 日开始转股，截至 2025 年 12 月 31 日,累计共有人民币 981,000 元珀莱转债转换为珀莱雅化妆品股份有限公司 （以下简称"公司"）A 股股票，因转股形成的股份数量为 7,212 股，占可转债 转股前公司已发行股份总额的 0.0026%。 未转股可转债情况：截至 2025 年 12 月 31 日，尚未转股的珀莱转债金额为 人民币 750,732,000 元，占珀莱转债发行总量的 99.8695%。 本季度转股情况：自 2025 年 10 月 1 日至 2025 年 12 月 31 日期间，珀莱转 债转股的金额为人民币 6,000 元，因转股形成的股份数量为 6 ...

格隆汇1月5日丨珀莱雅(603605.SH)公布，截至2025年12月31日，公司暂未开展股票回购，公司后续将 根据市场情况择机实施本次回购计划。 ...

Core Viewpoint - The Chinese cosmetics industry is projected to reach a market size of 1.1 trillion yuan, with domestic brands surpassing international brands in market share and consumer preference [1][2]. Group 1: High-Quality Development and New Productive Forces - The domestic cosmetics market retail sales are expected to reach 470 billion yuan by 2025, indicating a significant growth trajectory for the industry [2]. - New productive forces are essential for the high-quality development of the cosmetics industry, transitioning from traditional manufacturing to intelligent and lean production [4]. - New productive forces enhance production efficiency and product consistency through automation and intelligent equipment, addressing quality control challenges [4]. Group 2: Intelligent Manufacturing Practices of Domestic Brands - The past decade has seen a shift in the cosmetics manufacturing industry from experience-driven to data-driven processes, evolving through three stages: semi-automated, automated, and now data-driven intelligent stages [6]. - Leading brands like Han Shu and Pechoin have made significant investments in intelligent manufacturing, achieving production capacity increases and improved quality control [8][10]. - Domestic brands have made historical advancements in intelligent manufacturing, with automation rates rising from approximately 40% to levels comparable to international brands [10]. Group 3: R&D Innovation and Cost Management - R&D expenditure rates vary across different categories, with skincare products averaging 1.5%-5% and medical beauty products at 2%-5%, reflecting a focus on compliance and clinical data [21][23]. - Domestic brands like Han Shu and Pechoin have R&D personnel ratios comparable to international leaders, indicating strong R&D capabilities [24]. - The production cost rates for various product categories range from 15% to 30%, with domestic brands leveraging self-researched technologies and integrated supply chains to maintain competitive pricing [27][28]. Group 4: International Competitiveness of Domestic Brands - Domestic brands have achieved significant breakthroughs in the cosmetics sector, enhancing core competitiveness through new productive forces [31]. - Intelligent manufacturing has enabled micro-level quality control, establishing trust in product quality [33]. - The integration of AI and 5G technologies in manufacturing processes positions domestic brands at the forefront of global standards, driving high-quality development in the industry [33].