Group 1 - The first Guangdong Quality Products Exhibition opened in Guangzhou, attracting 1,086 participating companies and 2,175 domestic and international professional buyers [1][2] - The exhibition covers an area of 50,000 square meters and includes five industry exhibition areas: home appliances and electronics, clothing and beauty, toys and cultural creativity, health food, and furniture and home [1][2] - The event aims to accelerate the integration of domestic and foreign trade, support enterprises in expanding domestic sales markets, and strengthen the domestic circulation [2] Group 2 - The exhibition features nearly 10,000 consumer products from well-known and emerging Guangdong enterprises, including brands like Midea, TCL, and Wanglaoji [2] - Guangdong has a complete industrial system with high-quality products, and it is a major province for quality product output, with a real-time population of 150 million and a retail sales total that has ranked first in the country for 42 consecutive years [2] - The event is expected to enhance the visibility of Guangdong's quality products and meet the growing demand for high-quality and high-value products among consumers [2]

Core Viewpoint - The skincare and daily chemical industry in A-share listed companies has shown significant performance divergence in the first half of 2025, with 14 representative companies analyzed for their financial results [1]. Group 1: Performance Analysis - Six companies experienced declines in both revenue and net profit: Lafang Jiahua, Furuida, Fulejia, Beitaini, Huaxi Biological, and Kesi Co. [1] - Lafang Jiahua reported revenue of 410 million yuan, a decrease of 4.27% year-on-year, and a net profit of 6 million yuan, down 82.89% compared to the previous year [1]. - Furuida achieved revenue of 1.79 billion yuan, a decline of 7.05% year-on-year, with a net profit of 108 million yuan [1]. - One company, Chuang'er Biological, saw revenue growth of 16.98% to 214 million yuan but a net profit decline of 55.99% to 13 million yuan [1]. - Jiaheng Jiahua reported revenue of 514 million yuan, an increase of 21.72% year-on-year, but a net loss of 32 million yuan, with losses widening compared to the previous year [1]. Group 2: Factors Influencing Performance - Jiaheng Jiahua's significant net loss is closely linked to its Huzhou base, with new business expansions impacting operational performance [2]. - Lafang Jiahua's dual decline in performance is attributed to changes in the domestic and international operating environment, compounded by intensified industry competition, despite increased market investment [2].

Core Viewpoint - The skincare and daily chemical industry in A-share listed companies has shown significant performance divergence in the first half of 2025, with 6 companies experiencing both revenue and profit declines, while 6 others reported growth in both metrics, 1 company saw revenue growth without profit increase, and 1 company reported a loss [1][2]. Performance Summary - Among the 14 selected listed companies, 6 companies reported both revenue and profit declines: - Lafang Cosmetics: Revenue of 410 million, down 4.27%, net profit of 6 million, down 82.89% [2] - Furuida: Revenue of 1.79 billion, down 7.05%, net profit of 108 million, down 15.16% [2] - Fulejia: Revenue of 863 million, down 8.15%, net profit of 230 million, down 32.54% [2] - Beitaini: Revenue of 2.372 billion, down 15.43%, net profit of 247 million, down 49.01% [2] - Huaxi Biological: Revenue of 2.261 billion, down 19.57%, net profit of 221 million, down 35.38% [2] - Kesi Co.: Revenue of 721 million, down 48.67%, net profit of 65 million, down 84.51% [2] - One company, Chuang'er Biological, reported revenue growth of 16.98% to 214 million but a net profit decline of 55.99% to 13 million [3][4]. - One company, Jiaheng Cosmetics, reported revenue of 514 million, up 21.72%, but a net loss of 32 million, with losses significantly widening [5][6]. The loss was attributed to increased operational costs and fixed expenses related to its Huzhou base [5]. Industry Challenges - Lafang Cosmetics faced significant pressure from changing domestic and international operating environments, leading to increased sales and financial expenses despite a revenue decline [6].

截至发稿，拉芳家化市值为63亿元。 每经AI快讯，拉芳家化（SH 603630，收盘价：27.99元）9月12日晚间发布公告称，公司第五届第四次 董事会会议于2025年9月12日在汕头市龙湖区万吉工业区龙江路13号公司会议室召开。会议审议了《关 于提请召开2025年第二次临时股东大会的议案》等文件。 2024年1至12月份，拉芳家化的营业收入构成为：日化行业占比99.92%，其他业务占比0.08%。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ （记者 曾健辉） ...

证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 041 拉芳家化股份有限公司 关于变更公司类型、增加经营地址暨修改《公司章程》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个别及连带责任。 根据公司经营管理及实际发展需要，公司拟增加一处经营地址，具体地址为：汕 头潮南产业园区纺织北一路 1 号。 三、《公司章程》的修订情况 根据上述公司拟增加经营地址的相关情况，公司拟对《公司章程》进行修改，现 将本次章程修改前后对照表公告如下： | | | | | | 第五条 公司住所：汕头市潮南区国道 线 324 | | --- | --- | --- | | | 第五条 公司住所：汕头市潮南区 | 新庆路段拉芳工业城 邮政编码：515146 | | 1 | 国道 324 线新庆路段拉芳工业城 | | | | | （另一经营住所：汕头潮南产业园区纺织北一 | | | 邮政编码：515146 | 路 号） | | | | 1 | | | | 邮政编码：515133 | 除上述条款修订外，《公司章程》的其他内容不变，并提请股东 ...

关于召开2025年第二次临时股东大会的通知 拉芳家化股份有限公司 证券代码：603630 证券简称：拉芳家化 公告编号： 2025-042 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 29 日 一、 召开会议的基本情况 (一)股东大会类型和届次 2025年第二次临时股东大会 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： (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 29 日 14 点 00 分 召开地点：汕头市龙湖区万吉工业区龙江路 13 号拉芳大厦会议室 (五)网络投票的系统、起止日期和投票时间。 股东大会召开日期：2025年9月29日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统 至2025 年 9 月 29 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大 会召开当日的交易 ...

同意变更公司类型、增加经营地址并修改《公司章程》事项，尚须提交公司股东大会 审议，并提请股东大会授权公司董事长或其授权的其他人士办理本次变更涉及的相关工商 登记、备案等事宜。 证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 043 拉芳家化股份有限公司 第五届董事会第四次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 拉芳家化股份有限公司（以下简称"公司"）为满足日常经营和业务发展需要及国家 市场监督管理总局关于公司类型登记工作相关法律、法规的要求，拟向工商登记部门申请 办理变更公司类型和增加经营地址，经全体董事同意后，豁免会议通知时间要求，公司决 定于 2025 年 9 月 12 日以现场结合通讯方式在汕头市龙湖区万吉工业区龙江路 13 号公司 会议室召开第五届董事会第四次会议。本次会议应到董事 7 人，实到董事 7 人（其中：以 通讯表决方式出席会议的 5 人），会议由董事长吴桂谦先生主持，公司监事和部分高级管 理人员列席会议。会议的召集和召开符合《中华人民共 ...

Core Viewpoint - Lafang Home's stock price dropped by 5.75% on September 11, closing at 26.72 CNY per share, with a trading volume of 29.59 million CNY and a turnover rate of 0.48%, resulting in a total market capitalization of 6.017 billion CNY [1] Company Overview - Lafang Home was established on December 14, 2001, and went public on March 13, 2017. The company is located in the Longhu District of Shantou City, Guangdong Province [1] - The main business activities include the research, production, and sales of personal care products, which are categorized as follows: hair care (87.57%), other products (9.52%), soap (2.84%), and miscellaneous (0.08%) [1] Fund Holdings - According to data, one fund under Southern Fund has a significant holding in Lafang Home. The Southern Yihe Flexible Allocation Mixed Fund (002293) held 69,800 shares in the second quarter, accounting for 3.13% of the fund's net value, making it the third-largest holding [2] - The fund has a current scale of 49.963 million CNY and has achieved a year-to-date return of 27.06%, ranking 2,593 out of 8,175 in its category. Over the past year, the return was 51.61%, ranking 2,558 out of 7,982 [2] - The fund manager, Zou Yinlong, has been in charge for 4 years and 220 days, with the best return during his tenure being 14.63% and the worst being -32.61% [2]

Group 1 - The cosmetics sector experienced a slight increase of 0.22% on September 10, with Jinsheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - Jinsheng New Materials saw a significant rise in its closing price to 14.38, reflecting an increase of 11.73% with a trading volume of 139,700 shares and a transaction value of 198 million yuan [1] Group 2 - The cosmetics sector faced a net outflow of 10.99 million yuan from institutional investors and 78.76 million yuan from retail investors, while individual investors saw a net inflow of 89.75 million yuan [2] - The trading data indicates that Jinsheng New Materials had a net inflow of 24.75 million yuan from institutional investors, despite a net outflow from retail and speculative investors [3] - Qingdao Kingway and Beitaini also reported net inflows from retail investors, while other companies like Shanghai Jahwa and Marubi experienced net outflows from both institutional and speculative investors [3]

Core Insights - Lafang Home Care (SH603630) reported a decline in revenue and profit for the first half of 2025, with total revenue of 410.04 million yuan, down 4.27% year-on-year, and a net profit attributable to shareholders of 6.36 million yuan, down 82.89% year-on-year [1][2]. Financial Performance - Revenue for the reporting period was 410,044,355.78 yuan, compared to 428,344,740.60 yuan in the same period last year, reflecting a decrease of 4.27% [2]. - Total profit for the period was 15,212,290.15 yuan, down 63.24% from 41,386,799.84 yuan year-on-year [2]. - The net profit attributable to shareholders was 6,361,318.75 yuan, a significant drop of 82.89% from 37,179,724.24 yuan in the previous year [2]. - The net cash flow from operating activities was 23,662,418.59 yuan, down 79.83% from 117,307,935.42 yuan year-on-year [2]. Brand and Channel Performance - The "Lafang" brand generated revenue of 330 million yuan, accounting for 80.41% of total revenue, with a year-on-year growth of 10.74% [2]. - The distribution channel remains the primary sales channel, generating 270 million yuan, which is 65.74% of total revenue, but saw a decline of 13.17% year-on-year [2]. - E-commerce and other channels achieved revenue of 139 million yuan, representing 33.97% of total revenue, with an increase of 18.33% year-on-year [2]. Leadership Profile - Wu Guoqian, the chairman and general manager of Lafang Home Care, has a diverse background in various industries and has been with the company since its founding in 2001 [3]. - Wu's compensation from 2020 to 2024 has remained relatively stable, with figures of 565,400 yuan in 2020 and 2021, and slightly increasing to 742,000 yuan in subsequent years [4].