Group 1 - The actual controller of Lafang Jiahua, Ms. Wu Binhua, holds 20,545,083 shares, accounting for 9.12% of the company's total share capital [1] - The number of shares for which the repurchase has been postponed is 9,000,000, with the original repurchase date set for February 5, 2026, now extended to February 5, 2027 [1] - After the postponement, Ms. Wu has pledged a total of 9 million shares, which represents 43.81% of her total holdings in the company and 4% of the company's total share capital [1]

Group 1: Oil and Chemical Indices Performance - The oil indices showed an overall increase, with all three oil indices rising, while all four chemical indices experienced declines [1] - The chemical raw materials index fell by 1.98%, the chemical machinery index decreased by 1.73%, the chemical pharmaceuticals index dropped by 3.11%, and the pesticide and fertilizer index declined by 2.06% [1] - In contrast, the oil processing index increased by 4.01%, the oil extraction index rose by 12.08%, and the oil trading index went up by 5.87% [1] Group 2: International Oil Prices - International crude oil prices saw a significant increase, with WTI crude oil futures settling at $65.21 per barrel, up 6.78% from January 23 [1] - Brent crude oil futures settled at $70.69 per barrel, reflecting a 7.30% increase from January 23 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with the highest price increases included octanol (up 8.42%), adipic acid (up 7.95%), carbon black (up 7.94%), Brent (up 7.30%), and butadiene (up 6.98%) [1] - The five petrochemical products with the largest price declines were hydrogen peroxide (down 7.66%), lithium battery electrolyte (down 7.04%), battery-grade lithium carbonate (down 5.91%), paraquat 42% mother liquor (down 5.56%), and hydrochloric acid (down 3.70%) [1] Group 4: Capital Market Performance of Listed Chemical Companies - The top five listed chemical companies with the highest stock price increases were Tongyuan Petroleum (up 63.03%), Sidike (up 60.03%), Runtu Co. (up 34.08%), Qianeng Hengxin (up 33.43%), and Sinopec Oilfield Service (up 29.66%) [2] - The five listed chemical companies with the largest stock price declines included Gaomeng New Materials (down 21.06%), Guofeng New Materials (down 19.37%), Jianghua Micro (down 19.01%), Lafang Jiahua (down 18.74%), and Shuangwei New Materials (down 16.26%) [2]

Summary of Key Points from the Conference Call Records Industry Overview - The records focus on the cosmetics industry in China, specifically analyzing the Gross Merchandise Value (GMV) of various brands in January 2026 through data from the Douyin platform. Key Companies and Their Performance 1. 上美股份 (Shangmei Group) - Total GMV for 韩束 (Hansu) and its sub-brands in January was approximately 6.6 billion CNY, representing a 9% increase year-over-year [1] - 韩束 brand GMV was about 5.3 billion CNY, showing a decline of 3% [1] - NewPage brand GMV reached approximately 0.7 billion CNY, marking a significant increase of 120% [1] - 极方 (Jifang) achieved a GMV of 0.1 billion CNY, with rapid growth year-over-year [1] - 聚光白 (Juguangbai) also recorded a GMV of 0.1 billion CNY, indicating high growth [1] - 安敏优 (Anminyou) had a GMV of 0.3 billion CNY, with a remarkable year-over-year growth of 267% [1] 2. 珀莱雅 (Proya) - The three major brands under Proya had a combined GMV of 3.5 billion CNY in January, reflecting a 2% increase [1] - The main brand, 珀莱雅, generated a GMV of approximately 2.8 billion CNY, down by 2% [1] - 彩棠 (Caitang) brand GMV was 0.3 billion CNY, showing a decline of 12% [1] - OR洗护 (OR Hair Care) brand GMV reached 0.3 billion CNY, with a substantial increase of 148% [1] 3. 若羽臣 (Ruoyuchen) - The combined GMV for the brands 绽家 (Zhanjia), 斐萃 (Feicui), and Nuibay was 1.7 billion CNY [2] - 绽家 brand GMV was 0.7 billion CNY, increasing by 88% [2] - 斐萃 brand GMV was 0.8 billion CNY, showing a remarkable growth of 345% [2] 4. 丸美股份 (Marubi) - The total GMV for its two main brands was 2.6 billion CNY, reflecting a 1% increase [2] - 主品牌丸美 (Marubi) had a GMV of approximately 1.8 billion CNY, up by 5% [2] - 恋火 (Lianhuo) brand GMV was 0.8 billion CNY, down by 7% [2] 5. 毛戈平 (Mao Geping) - The brand achieved a GMV of approximately 2.9 billion CNY, with an increase of 78% [2] 6. 林清轩 (Lin Qingxuan) - The brand's GMV was 2.6 billion CNY, reflecting a significant increase of 145% [2] 7. 薇诺娜 (Winona) - The brand recorded a GMV of 1.0 billion CNY, with a growth of 156% [2] 8. 润本 (Runben) - The brand's GMV was approximately 0.4 billion CNY, showing a slight decline of 1% [2] 9. 福瑞达 (Furuida) - The two major brands under Furuida had a combined GMV of about 0.8 billion CNY, increasing by 12% [2] 10. 水羊股份 (Shuiyang) - The four major brands achieved a GMV of approximately 0.7 billion CNY, doubling year-over-year [2] 11. 上海家化 (Shanghai Jahwa) - The three skincare brands under Shanghai Jahwa had a combined GMV of about 0.9 billion CNY, reflecting a significant increase of 252% [2] 12. 植物医生 (Plant Doctor) - The brand's GMV in December was 0.1 billion CNY, showing a decline of 5% [2] 13. 拉芳 (Lafang) - The brand achieved a GMV of approximately 0.1 billion CNY, with an increase of 135% [2] Additional Insights - The data indicates a mixed performance across various brands, with some experiencing significant growth while others faced declines. - The overall trend suggests a competitive landscape in the cosmetics industry, with emerging brands showing strong growth potential, particularly in the Douyin channel. This analysis highlights the dynamic nature of the cosmetics market in China, emphasizing the importance of monitoring GMV trends for investment opportunities and risk assessment.

针对上市后首亏一事，1月30日，拉芳家化相关负责人向南都湾财社记者表示，关于公司的经营数据与业绩情况，企业始终严格遵守资本市场信息披露规 则，所有核心信息都会通过上交所指定公告渠道统一发布，这也是对所有投资者和市场的负责。 2025年拉芳家化由盈转亏 归母净利润同比下滑160.97%-178% 拉芳家化股份有限公司成立于2001年，旗下拉芳品牌创办于1997年。2017年，拉芳家化在上交所上市。企业还拥有美多丝、雨洁、陶然等洗发护发、清洁 沐浴、肌肤护理、口腔护理品牌。 根据1月29日公司发布的2025年业绩预告，公司预计，2025年归母净利润亏损2500万-3200万，扣非净利润亏损3400万-4100万。财报数据显示，拉芳家化 2024年归母净利润为4100万，这意味着，2025年公司由盈转亏，归母净利润同比下滑160.97%-178%。 在公告中，拉芳家化表示，主营业务收入下滑系因市场价格竞争及渠道结构调整等因素，但公司主要产品销量与去年基本持平，保持稳定；对于由盈转 亏，公司表示系因品牌建设投入及电商推广费用同比上涨。 上市以来营收净利均呈下滑趋势 以2024年数据来看，2024年，拉芳家化营收同比增 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：野马财经 为什么消费端对"拉芳"爱不起来了？ 拉芳家化（603630.SH）、上海家化（600315.SH）同一天发布2025年业绩预告，一家预亏，一家预 盈，反差极大。上海家化去年扭亏为盈，盈利最高近3亿元；拉芳家化却走"背运"由盈转亏，2025年预 计最高亏损3200万元。 拉芳家化给出的预亏原因是，去年国内日化行业整体面临竞争加剧、市场需求不振、行业内卷态势加重 的经营环境，行业整体增长承压。公司主要产品销量保持稳定，与上年基本持平，但受市场价格竞争及 渠道结构调整等因素影响，主营业务收入有所下降。简言之，太卷了！面对2025业绩亏损的状况，"我 们也不想，"拉芳家化方面坦言。 二十几年前，一句"爱生活，爱拉芳"的广告语，吹遍神州，如今的消费者，为什么不再"爱拉芳"？知名 危机公关专家、福州公孙策公关合伙人詹军豪认为，这句经典口号，虽承载着无数消费者的情怀记忆， 却也因品牌主张过于泛化，难以触达追求个性与品质的Z世代。 截至1月30日收盘，拉芳家化报收于19.21元/股，跌幅6.38%，总市值43.26亿元。 2001年，拉 ...

拉芳家化在业绩预告中表示，面对行业挑战，公司将进一步优化产品结构、提升运营效率、严控成本费 用，同时加大核心品类创新与渠道精细化管理力度，积极应对市场变化，努力提升经营质量与盈利能 力。 以2024年数据来看，2024年，拉芳家化营收同比增长3.36%至8.89亿元，归母净利润同比下滑36.84%至 4136.66万元。拉芳以及雨洁为企业营收最大的两大品牌，营收高达89%，2024年，拉芳营收同比增长 9.11%至6.42亿元，雨洁营收同比增长27.98%至1.45亿元。 南都湾财社记者注意到，拉芳极少邀请明星代言。2017年，拉芳官宣唐嫣成为代言人，此后几年品牌未 再有明星代言的官宣，直至2025年3月，拉芳成为中国国家跳水队官方合作伙伴，同年5月，任嘉伦成为 品牌代言人，今年1月，拉芳官宣黄星与邱鼎杰成为品牌大使。 汕头日化上市企业拉芳家化（603630.SH）交出一份上市后首亏的成绩单。1月30日收盘，拉芳家化报 收19.21元，跌6.38%。 根据1月29日公司发布的2025年业绩预告，公司预计，2025年归母净利润亏损2500万-3200万，扣非净利 润亏损3400万-4100万。财报数据显示，拉芳 ...

Market Overview - The cosmetics sector experienced a decline of 0.98% on January 30, with Lafang Family leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Individual Stock Performance - Qingdao Kingking (002094) saw a closing price of 8.75, with an increase of 4.17% and a trading volume of 1.1682 million shares, amounting to a transaction value of 1.02 billion [1] - Lafang Family (603630) closed at 19.21, down 6.38%, with a trading volume of 89,300 shares and a transaction value of 174 million [2] - Shanghai Jahwa (600315) closed at 20.92, down 4.52%, with a trading volume of 163,300 shares and a transaction value of 345 million [2] - Other notable stocks include Beitaini (300957) at 41.89, down 0.85%, and Marubi (603983) at 31.52, down 0.32% [2] Capital Flow Analysis - The cosmetics sector saw a net inflow of 60.2766 million from institutional investors, while retail investors experienced a net outflow of 62.139 million [2] - The main capital inflow was led by Qingdao Kingking with 68.098 million, while retail investors showed significant outflows across various stocks [3] - Shanghai Jahwa had a net inflow of 6.7524 million from institutional investors, but also faced a net outflow of 7.7544 million from retail investors [3]

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： ● 本期业绩预告的具体适用情形：2025年年度净利润为负值。 ● 业绩预告相关的主要财务数据情况：经财务部门初步测算，拉芳家化股份有限公司（以下简称"公 司"）预计2025年年度实现归属于母公司所有者的净利润为-2,500万元到-3,200万元，与上年同期相比， 将出现亏损。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,400万元 到-4,100万元。 一、本期业绩预告情况 （一）业绩预告期间2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为-2,500万元到-3,200万 元，与上年同期相比，将出现亏损。 2、预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,400万元到-4,100万元。 二、上年同期经营业绩和财务状况 2、每股收益：0.19元。 三、本期业绩预减的主要原因 2025年，国内日化行业整体面临竞争加剧、市场 ...

重要内容提示： ● 本期业绩预告的具体适用情形：2025年年度净利润为负值。 证券代码：603630 证券简称：拉芳家化 公告编号：2026 – 001 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。 三、本期业绩预减的主要原因 2025年，国内日化行业整体面临竞争加剧、市场需求不振、行业内卷态势加重的经营环境，行业整体增 长承压。在此背景下，公司坚持稳健经营策略，主要产品销量保持稳定，与上年基本持平，但受市场价 格竞争及渠道结构调整等因素影响，主营业务收入有所下降。 ● 业绩预告相关的主要财务数据情况：经财务部门初步测算，拉芳家化股份有限公司（以下简称"公 司"）预计2025年年度实现归属于母公司所有者的净利润为-2,500万元到-3,200万元，与上年同期相比， 将出现亏损。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,400万元 到-4,100万元。 一、本期业绩预告情况 （一）业绩预告期间2025年1月1日至2025年12月31日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年 ...

Core Viewpoint - Lafang Jiahua announced an expected net profit attributable to the parent company for the year 2025 to be between -25 million to -32 million yuan, indicating a loss compared to the same period last year [1] Financial Performance - The company anticipates a net profit attributable to the parent company, excluding non-recurring gains and losses, to be between -34 million to -41 million yuan [1]