作为长三角地区唯一水和空气质量双双进入全国前十的生态高地，"天生丽质"的生态环境是丽水莲都发 展美丽健康产业的核心优势。当前，大健康产业已成为国家优先发展的战略产业。对莲都而言，将美丽 健康产业作为支柱产业，既是"无中生有"的创新突破，也是实现产业"弯道超车"的关键之举。 多个美妆巨头齐聚莲都 走进浙江茗叶植物科技有限公司，生产线正上演一场充满诗意的变革。包装车间化身为机械臂的舞台 ——机器人精准抓取茶包，码垛机有序叠放成品，从原料入库、检验、上线生产到成品存储，全流程已 实现自动化、智能化。 谈及选择在丽水设立生产基地的原因，公司总经理沈波表示："丽水拥有近60万亩茶叶种植面积，年产 量约5万吨，其种植规模、产量与品质在浙江省均位居前列，这为我们提供了坚实的基础。" 中新网丽水12月26日电(胡丰盛)在浙江省丽水市莲都区，"美丽经济"正蓬勃起势。 作为专业从事茶叶深加工的高新技术企业，该公司植物提取物、抹茶、冻干粉等6条生产线的产能已超 越杭州工厂，不仅能消化大量本地茶叶原料，也有效带动了莲都等地茶农增收。 成功签约珀莱雅、欧诗漫两大美妆巨头；现有美丽健康规上工业企业39家，今年1月至11月，美丽健康 产业 ...

Group 1 - The China Securities Regulatory Commission (CSRC) issued supplementary material requirements for 19 companies, including Proya Cosmetics, which is required to clarify foreign investment access and other matters [1][2] - Proya Cosmetics has submitted its listing application to the Hong Kong Stock Exchange, with CICC and UBS as joint sponsors [1] - The CSRC requests Proya to clarify the use of raised funds, particularly regarding any overseas investments and compliance with relevant approval procedures [1][2] Group 2 - Proya's subsidiaries are involved in various businesses, including advertising, and the CSRC requires clarification on the compliance and operational status of these activities [2] - Proya is recognized as the fifth largest cosmetics group in China by retail sales in 2024, being the only domestic cosmetics group among the top five [2] - The company has maintained its position as the largest domestic cosmetics group in China for four consecutive years from 2021 to 2024 based on retail sales [2]

智通财经APP获悉，12月26日，中国证监会发布《境外发行上市备案补充材料要求(2025年12月22日— 2025年12月26日)》。中国证监会国际司共对19家企业出具补充材料要求，其中，要求珀莱雅 (603605.SH)补充说明关于外资准入等事项。据港交所10月30日披露，珀莱雅化妆品股份有限公司向港 交所主板提交上市申请书，中金公司、瑞银集团为其联席保荐人。 招股书显示，珀莱雅是一家中国本土多品牌美妆集团，致力于搭建国际一流的化妆品产业平台，为全球 消费者带来兼具科技与高品质的化妆品产品消费体验。公司建立了覆盖不同消费人群的多品牌、多品类 化妆品矩阵，已覆盖护肤、彩妆、个人护理等领域。 证监会请珀莱雅补充说明以下事项，请律师核查并出具明确的法律意见： 根据弗若斯特沙利文的资料，以2024年零售额计，在中国化妆品行业前五大集团中，公司位列第五，是 唯一一家中国本土化妆品集团。以零售额计，公司于2021年至2024年连续四年为中国最大的本土化妆品 集团。 三、发行人下属公司经营范围包含设计、制作、代理、发布广告等，请说明广告相关业务开展情况，是 否取得必要的资质许可。 四、关于外资准入：(1)发行人境内下属公 ...

一、请说明发行人本次募集资金用途是否涉及境外投资，是否已履行相关审批、核准或备案程序。 二、请说明发行人及下属公司开发及运营APP、小程序、公众号等产品情况，是否涉及收集和使用个人 信息，如有，请说明收集及储存的用户信息规模、数据收集使用情况。 三、发行人下属公司经营范围包含设计、制作、代理、发布广告等，请说明广告相关业务开展情况，是 否取得必要的资质许可。 12月26日，中国证监会发布《境外发行上市备案补充材料要求(2025年12月22日—2025年12月26日)》。 中国证监会国际司共对19家企业出具补充材料要求，其中，要求珀莱雅（603605）(603605.SH)补充说 明关于外资准入等事项。据港交所10月30日披露，珀莱雅化妆品股份有限公司向港交所主板提交上市申 请书，中金公司（601995）、瑞银集团为其联席保荐人。 证监会请珀莱雅补充说明以下事项，请律师核查并出具明确的法律意见： 四、关于外资准入：(1)发行人境内下属公司经营范围包括"电影摄制服务""广播电视节目制作经营""网 络文化经营""电影发行""出版物零售""演出经纪"等，请说明相关业务开展情况及其合规性，并进一步 全面梳理发行人所有下 ...

证券之星消息，12月26日化妆品板块较上一交易日下跌0.13%，青松股份领跌。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%。化妆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) | | --- | --- | --- | --- | --- | --- | | 300132 | 青松股份 | 8.14 | -1.57% | 17.54万 | 1.43亿 | | 300849 | 锦盛新材 | 15.86 | -1.55% | 2.27万 | 3614.33万 | | 300886 | 华业香料 | 25.77 | -1.23% | 1.02万 | 2645.71万 | | 300856 | 科思股份 | 13.61 | -1.09% | 8.00万 | 1.09亿 | | 002094 | 青岛金王 | 7.23 | -0.96% | 21.84万 | 1.58亿 | | 603630 | 拉芳家化 | 20.06 | -0.84% | 1.88万 | 3787.89万 | | 300740 | 水羊股份 ...

珀莱雅红宝石面霜， 小红星搜索打开「抗老红海」新机会 跨域度量助力品牌前置蓄水拉新+大促破峰转化 雷纯 小红书国货护肤平台专家 品牌诉求 为什么持续选择跨域项目合作 01 珀莱雅品牌一直处在美妆小红星头部品牌 种草全域转化 进入深水区 新客增长 成为核心诉求 珀莱雅 国货大盘 10X 行业TOP 投资量级 投放效率10X 优于行业 目标： 新客率提升20% 精细 运营 品类新 品牌新 单品新 数据来源：小红书灵犀； 数据周期时间：2025.01 – 2025.10 策略实施 多路径探索抗老流量新机会 02 以人为本， 抗老需求人群搜索前置路径机会点 01 搜索路径洞察「抗老」新机会 02 词性x竞价匹配明确最终词包 场景1：边加班边抗老 场景2：边养生边抗老 场景3：边熬夜边抗老 「功效词」搜索的流量核心 如抗老、抗皱、紧致 「场景词」精准化与细分化需求 包含年龄、肤质等信息 「榜单词」口碑驱动决策 「品牌词」心智的集中体现 「抗老面霜」 搜索 上游词分布 55% 22% 17% 6% 职场高压 打工人垮脸 假性衰老 抗老面霜 养肝茶 辅酶Q10 熬夜后怎么补救 抗老面霜 把夜熬穿 健身熬夜影响 抗老科技 抗 ...

Investment Rating - The industry maintains a "Recommended" rating, focusing on new consumption sectors such as beauty care, IP derivatives, and gold jewelry [5][28]. Core Insights - The market performance for the week of December 15-20, 2025, showed significant gains in the retail, social services, and beauty care sectors, outperforming the overall market with increases of +6.66%, +2.66%, and +2.87% respectively [2][14]. - The total retail sales of consumer goods from January to November 2025 reached 45.61 trillion yuan, a year-on-year increase of 4%. In November alone, retail sales totaled 4.39 trillion yuan, growing by 1.3% year-on-year, which was below market expectations [3][22]. - The service consumption growth rate outpaced that of goods retail, with service retail sales increasing by 5.4% year-on-year from January to November 2025 [3][22]. Summary by Sections Market Performance - The beauty care, retail, and social services sectors ranked first, fourth, and third among 31 primary industries, respectively, during the week [2][14]. - Specific sub-sectors such as general retail, hotel and catering, and professional chains saw notable increases of +9.67%, +8.40%, and +5.06% [15]. Key Industry Data and News - The retail sales of consumer goods in November 2025 showed a modest increase, with categories like communication equipment and jewelry performing well, while automotive and home appliances faced challenges due to high base effects and subsidy reductions [3][22]. - The Ministry of Commerce initiated a two-year pilot program for new consumption models in 50 cities, aiming to stimulate consumption through various innovative approaches [3][22]. Investment Recommendations - The report suggests focusing on companies in the beauty care and new consumption sectors, recommending specific stocks such as Shangmei Co., Juzhi Biotechnology, and Marubi Biotechnology [5][28].

近日，"迎峰而上，让美好触手可及"2025珀莱雅公益年会在余姚隆重举办。本次年会由浙江珀莱雅公益 基金会主办，大会系统呈现了珀莱雅十八载公益坚守与基金会成立三年来的实践成果，并展望了未来的 发展方向。会议由浙江卫视首席主播、主持人席文主持来自全国各地的近两百位珀莱雅生态伙伴、专家 学者、师生代表及公益同仁齐聚一堂，共赴此次公益之约。 多方肯定，见证公益担当 珀莱雅公益基金会自2023年8月成立以来，以 "汇聚爱的力量，让世界因爱而美" 为愿景，在女性发展、 教育助学及应急救灾等领域持续深耕，每一步都镌刻着与社会同频共振的责任足迹。 中国香料香精化妆品工业协会理事长、医学博士颜江瑛在致辞中对珀莱雅的公益坚守给予高度肯定。她 表示，作为国货美妆龙头企业，珀莱雅将公益重心聚焦教育帮扶、女性赋能等领域，既契合国家公益慈 善政策导向，又呼应生育发展相关社会需求，实现了企业发展与国家战略的同频共振。 浙江省工商联副主席、省商会副会长李立飞肯定了珀莱雅在香港火灾救援中迅速捐赠500万港币所展现 的 "浙商速度" 与责任担当。他指出，作为践行 "义利并举" 的浙商标杆企业，珀莱雅将公益实践扎根于 民生关切、行业协同等关键领域 ...

Investment Rating - The report indicates a positive investment outlook for the cosmetics and medical beauty sector, highlighting strong performance relative to the market [2][3]. Core Insights - The cosmetics and medical beauty sector has shown resilience, with the Shenwan Beauty Care Index rising by 2.9% from December 12 to December 19, 2025, outperforming the market [2][3]. - Lin Qingxuan, a leading high-end plant skincare brand, is preparing for its IPO in Hong Kong, with a focus on its core product, camellia oil, which has sold over 30 million bottles [2][6]. - Minooxidil products from Mandi International dominate the hair growth market, with a market share of approximately 57% in the hair loss treatment sector [7][10]. Summary by Sections Industry Performance - The Shenwan Cosmetics Index increased by 2.2%, outperforming the Shenwan A Index by 2.4 percentage points, while the Shenwan Personal Care Index rose by 4.4%, exceeding the Shenwan A Index by 4.6 percentage points [2][3]. - Top-performing stocks included Hongmian Co. (+16.2%), Jiaheng Jiahua (+11.4%), and Baiya Co. (+9.1%) [3]. Company Highlights - Lin Qingxuan's product matrix includes 188 SKUs, with camellia oil accounting for 37% of revenue in 2024, while face creams and masks contribute 15.7% and 12.2%, respectively [6]. - Mandi International's revenue is projected to grow from 982 million yuan in 2022 to approximately 1.455 billion yuan in 2024, with a CAGR of 21.7% [8]. - The company has maintained a leading position in the minoxidil market for ten consecutive years, with a market share of 71% in 2024 [10]. Market Trends - The Chinese consumer healthcare market is expected to grow from 9.313 billion yuan in 2018 to 16.420 billion yuan in 2024, with a CAGR of 9.9% [9]. - The hair health management market is projected to grow at a CAGR of 17.7% from 2018 to 2024, while the weight management drug market is expected to grow at 20.7% during the same period [9]. E-commerce Insights - The report highlights significant growth in online sales channels, with Lin Qingxuan's online revenue increasing by 81.1%, contributing to 59.1% of total revenue [6]. - The overall cosmetics retail sales in China for the first 11 months of 2025 reached 428.5 billion yuan, with a year-on-year growth of 4.8% [14][15]. Strategic Developments - Proya has invested in the cosmetic raw material company Huaguan Biotechnology to enhance its capabilities in the whitening market, which is projected to exceed 150 billion yuan by 2027 [16][19]. - The report emphasizes the importance of product innovation and market positioning for domestic brands, which are gaining market share against international competitors [22].

Investment Rating - The report maintains a "Positive" outlook on the cosmetics and medical beauty industry, highlighting strong performance in the sector [2]. Core Insights - The cosmetics and medical beauty sector outperformed the market, with the Shenwan Beauty Care Index rising by 2.9% from December 12 to December 19, 2025, surpassing the Shenwan A Index by 2.4 percentage points [3][4]. - Lin Qingxuan, a leading high-end plant skincare brand, is set to launch its IPO in Hong Kong, with a focus on its core product, camellia oil, which has sold over 30 million bottles [9]. - Minooxidil products from Mandi International dominate the hair growth market, with a market share of approximately 57% in the hair loss treatment sector [10][13]. - Proya has invested in a cosmetic raw material company, Huaguan Biotechnology, to enhance its whitening product offerings, targeting a market expected to exceed 150 billion yuan by 2027 [19][22]. Summary by Sections Industry Performance - The cosmetics and medical beauty sector showed strong performance, with the Shenwan Beauty Care Index increasing by 2.9% during the specified period, outperforming the Shenwan A Index [3][4]. Company Highlights - Lin Qingxuan's product matrix includes 188 SKUs, with camellia oil contributing 37% to revenue in 2024, while offline channels are expected to generate 40.9% of revenue [9]. - Mandi International's revenue grew from 982 million yuan in 2022 to approximately 1.455 billion yuan in 2024, with a CAGR of 21.7% [11]. - Proya's strategic investment in Huaguan Biotechnology aims to capture a significant share of the whitening market, with new product launches and patent approvals [19][22]. Market Trends - The Chinese consumer healthcare market is projected to grow from 931.3 billion yuan in 2018 to 1.642 trillion yuan in 2024, driven by increased health awareness and digital transformation [12]. - The hair health management market is expected to grow at a CAGR of 17.7% from 2018 to 2024, indicating strong demand for hair loss treatments [12][13]. - The overall retail sales of cosmetics in China reached 428.5 billion yuan in the first eleven months of 2025, with a year-on-year growth of 4.8% [17][18].