Core Viewpoint - Lafang Home's revenue for the first half of 2025 was 410 million yuan, representing a year-on-year decline of 4.27% [1] - The net profit attributable to shareholders was 6.3613 million yuan, down 82.89% year-on-year [1] - Basic earnings per share were 0.03 yuan, a decrease of 82.35% compared to the previous year [1] - The company plans not to distribute cash dividends, issue bonus shares, or increase share capital from reserves for the first half of 2025 [1] Financial Performance - Revenue for the first half of 2025: 410 million yuan, down 4.27% year-on-year [1] - Net profit for the first half of 2025: 6.3613 million yuan, down 82.89% year-on-year [1] - Basic earnings per share: 0.03 yuan, down 82.35% year-on-year [1] Dividend Policy - No cash dividends will be distributed for the first half of 2025 [1] - No bonus shares will be issued [1] - No increase in share capital from reserves planned [1]

拉芳家化股份有限公司2025 年半年度报告 公司代码：603630 公司简称：拉芳家化 拉芳家化股份有限公司 2025 年半年度报告 2025 年 8 月 1 / 145 拉芳家化股份有限公司2025 年半年度报告 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、 公司负责人吴桂谦、主管会计工作负责人张伟及会计机构负责人（会计主管人员）吴创民 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2025年半年度计划不派发现金红利，不送红股，不以公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、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 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法 ...

拉芳家化股份有限公司（以下简称"公司"）根据上海证券交易所发布的《上 市公司行业信息披露指引第十三号—化工（2022 年修订）》的相关规定，现将公 司 2025 年第二季度主要经营数据补充披露如下： 一、主要产品的产量、销量及收入实现情况 | 主要品类 | 产量（支） | 销量（支） | 营业收入（元） | | --- | --- | --- | --- | | 洗护类 | 22,722,937.00 | 24,143,647.00 | 183,340,795.08 | | 香皂 | 1,785,684.00 | 2,645,949.00 | 4,363,894.15 | | 其他 | 278,653.00 | 511,782.00 | 11,384,744.85 | 证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 036 拉芳家化股份有限公司 关于 2025 年第二季度主要经营数据的公告 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。 报告期内，公司原材料采购价格受石油、棕榈油等基础原料价格波动的影 ...

拉芳家化股份有限公司 关于召开 2025 年半年度业绩说明会的公告 证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 037 本公司董事会及董事会全体成员保证公告内容不存在任何虚假记载、误导性陈述或重大 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。 重要内容提示： 拉芳家化股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日披露了 2025 年半年 度报告及相关公告。为了便于广大投资者更全面深入地了解公司 2025 年半年度经营成果和财 务状况，在上海证券交易所的支持下，公司拟于 2025 年 9 月 24 日下午 16:00-17:00 举行 2025 年半年度业绩说明会，就投资者普遍关心的问题进行交流。现将有关事项公告如下： 一、业绩说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成果及财务状况 的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问 题进行回答。 二、说明会召开的时间、地点 公司董事长兼总经理吴桂谦先生，副总经理兼董事会秘书张晨先生，财务总监张伟先生 及独立董事陈雄辞先生出席本次 ...

拉芳家化股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 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《上市公司募集资金监管规则》及《上海证券交易所上市公司自律监管指引第 1 号 —规范运作》、《上海证券交易所上市公司自律监管指南第 1 号——公告格式：第十三号上 市公司募集资金相关公告》等相关法律、法规的规定，拉芳家化股份有限公司（以下简称"公 司"或"本公司"）董事会对 2025 年半年度募集资金的存放与实际使用情况进行全面核查， 现将具体情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 根据中国证券监督管理委员会"证监许可[2017]235 号"文《关于核准拉芳家化股份有限 公司首次公开发行股票的批复》的核准，公司于 2017 年 3 月向社会公众公开发行人民币普通 股（A 股）43,600,000.00 股，每股面值 1.00 元，每股发行价格 18.39 元，募集资金总额为人 民币 801,804,000.00 元，扣除承销费 38,246,050.80 元 ...

拉芳家化公告，2025年上半年营业收入4.1亿元，同比下降4.27%。归属于上市公司股东的净利润636.13 万元，同比下降82.89%。基本每股收益0.03元／股，同比下降82.35%。公司2025半年度计划不派发现金 红利，不送红股，不以公积金转增股本。 ...

Market Overview - The cosmetics sector experienced a decline of 4.44% on August 27, with Proya leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Key stocks in the cosmetics sector showed varied performance, with Jiahen Jiahua rising by 2.08% to a closing price of 25.03 [1] - Other notable declines included Marubi Biological falling by 2.13% to 40.94, and Shiseido dropping by 3.34% to 25.47 [1][2] Trading Volume and Capital Flow - The total trading volume for the cosmetics sector was significant, with Jiahen Jiahua recording a volume of 195,100 shares and a transaction value of 498 million yuan [1] - The sector saw a net outflow of 580 million yuan from institutional investors, while retail investors contributed a net inflow of 470 million yuan [2] Capital Flow Analysis - Major stocks like Jiahen Jiahua and Marubi Biological experienced mixed capital flows, with Jiahen Jiahua seeing a net outflow of 15.42 million yuan from institutional investors [3] - Conversely, Marubi Biological had a net inflow of 7.79 million yuan from institutional investors, indicating varied investor sentiment across the sector [3]

Market Performance - The three major indices showed mixed results, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index up 0.26%, and the ChiNext Index down 0.76% [2] - Over 2,700 stocks rose in the two markets, with a total trading volume of approximately 2.68 trillion yuan [3] Apple Supply Chain Stocks - Apple-related stocks experienced significant movements, with GoerTek (002241.SZ) and Lingyi iTech (002600.SZ) rising by 10%, and Luxshare Precision (002475.SZ) increasing by over 6% [3] - GoerTek, as a leading player in the Apple supply chain, has benefited from the AI wave, achieving six consecutive quarters of year-on-year growth in net profit attributable to shareholders from Q1 2024 to Q2 2024 [3] Consumer Electronics Sector - The high demand in the consumer electronics sector is attributed to both AI stimulation and domestic "national subsidy" policies, which are reviving mid-range consumption and driving structural recovery in mobile phones and tablets [3] Livestock Industry - Livestock stocks showed strong performance, with Xiaoming Co. (300967.SZ) rising over 10% and Muyuan Foods (002714.SZ) increasing by over 7% [3] - The National Development and Reform Commission reported that the average pig-to-grain price ratio fell below 6:1, entering a warning zone, prompting the government to initiate central frozen pork reserves [4] Gaming Sector - The gaming sector saw positive movements, with 37 Interactive Entertainment (002555.SZ) rising by 10% and other companies like Digital Soul (603258.SZ) and Giant Network (002558.SZ) also increasing [4] - A report from Guotai Junan highlighted that the National Press and Publication Administration approved a record 166 domestic online games on August 25, 2025, indicating a stable approval rhythm and a rich supply of gaming products [4] Beauty and Personal Care Sector - The beauty and personal care sector performed well, with Shuiyang Co. (300740.SZ) rising over 10% and other companies like Proya Cosmetics (603605.SH) and Huaxi Biological (688363.SH) also increasing [5] - According to a report from Dongfang Securities, the domestic cosmetics industry is entering a phase of steady and high-quality development, driven by economic growth, demographic shifts, cultural confidence, and the rise of domestic brands [5] Declining Sectors - The banking, securities, and semiconductor sectors faced declines, with companies like Chipone Technology (688521.SH) dropping over 9% and Haiguang Information (688041.SH) down over 6% [5] - The military and rare earth sectors also weakened, with China Rare Earth (000831.SZ) and Northern Rare Earth (600111.SH) falling nearly 7% [5]

Group 1 - The beauty care sector experienced a strong rebound on August 26, with significant stock price increases for several companies [1] - Jiaheng Jiahua reached a 20% limit-up, indicating strong investor interest and confidence in the company [1] - Other companies such as Shuiyang Co., Fulejia, Pola, and Lafang Jiahua also saw stock price increases, with Shuiyang Co. rising over 5% [1]

Core Viewpoint - The hair care industry is entering a golden period of domestic substitution, driven by rising consumer demand for quality and personalized products [1][2]. Group 1: Industry Overview - The hair care sector is the second largest category in the cosmetics industry, following skincare, and has significant potential for domestic brand substitution [2]. - Hair care products, which include cleansing and styling items, are increasingly characterized by segmentation and personalization as consumer preferences evolve [2]. Group 2: Market Trends - The sales of hair care products in China have been on a steady rise, reaching 55.9 billion yuan in 2023, a year-on-year increase of 13.4%, with expectations to exceed 70 billion yuan by 2026 [3]. - The demand for functional hair care products is increasing, particularly in response to concerns about hair quality and hair loss, with a focus on product gentleness [3]. Group 3: Facial Care Insights - The facial cleansing market in China is projected to reach 49.8 billion yuan in 2023, with an expected growth to 52.5 billion yuan by 2026, highlighting the rising popularity of multifunctional products that combine cleansing with other benefits [4]. - The trend towards "cleanse + X" products is gaining traction, simplifying skincare routines and appealing to consumer convenience [4]. Group 4: Body Care Market - The body care market is experiencing a mild recovery, with increasing consumer awareness of health and a broader demand for personal care products [5]. - Seasonal differentiation in body care product preferences is noted, with summer focusing on brightening and pore refinement, while winter emphasizes hydration and soothing properties [5].