Group 1 - The cosmetics sector is experiencing a rise, with Betaini (300957) increasing by over 10% [1] - Other companies such as Babi Co., Water Sheep Co. (300740), Fulejia (301371), Lafang Jiahua (603630), and Furida (600223) are also seeing gains [1]

拉芳家化股份有限公司 2024 年年度股东大会 会议资料 2025 年 6 月 1 拉芳家化股份有限公司 2024 年年度股东大会会议资料目录 | | 序号 | | 议案名称 | | --- | --- | --- | --- | | 1 | 关于公司 | 2024 | 年年度报告及摘要的议案 | | 2 | 关于公司 | 2024 | 年度董事会工作报告的议案 | | 3 | 关于公司 | 2024 | 年度监事会工作报告的议案 | | 4 | 关于公司 | 2024 | 年度财务决算报告的议案 | | 5 | 关于公司 | 2025 | 年度财务预算报告的议案 | | 6 | 关于公司 | 2024 | 年度利润分配的议案 | | 7 | 关于续聘公司 | | 2025 年度财务审计机构的议案 | | 8 | | | 关于提请股东大会授权董事会制定 年中期分红方案的议案 2025 | 2 一、大会会议议程 二、大会会议须知 三、股东大会审议议案 拉芳家化股份有限公司 2024 年年度股东大会会议议程 一、会议召开时间： 现场会议时间：2025年6月9日（星期一）14:00 网络投票时间：2025年6月9日 ...

Group 1: Industry Overview - The petroleum and chemical indices mostly declined last week, with the chemical raw materials index down by 1.27% and the chemical machinery index down by 0.80% [1] - The chemical pharmaceutical index increased by 3.17%, and the pesticide and fertilizer index rose by 0.45% [1] - In the petroleum sector, the petroleum processing index remained flat, while the petroleum extraction index rose by 0.29% and the petroleum trade index increased by 0.10% [1] Group 2: Commodity Prices - International crude oil prices experienced slight fluctuations downward, with WTI settling at $61.53 per barrel, down by 1.54%, and Brent at $64.78 per barrel, down by 0.96% [1] - The top five rising petrochemical products included acrylic acid up by 10.79%, acifluorfen up by 7.69%, coal tar up by 6.72%, nitrile rubber up by 3.99%, and potassium chloride up by 3.57% [1] - The top five declining petrochemical products included chloroform down by 19.05%, butadiene down by 5.41%, maleic anhydride down by 4.62%, butane down by 4.5%, and propane down by 4.35% [1] Group 3: Capital Market Performance - In the capital market, the top five rising listed chemical companies included Huide Technology up by 35.58%, Yanggu Huatai up by 32.05%, Runyang Technology up by 24.74%, Lingpai Technology up by 23.81%, and Lafang Home up by 21.93% [2] - The top five declining listed chemical companies included Yuchanxia A down by 25.91%, Jitai Co. down by 24.85%, Hongqiang Co. down by 22.46%, Sanfu Xinke down by 13.54%, and Zhongxin Fluorine Material down by 12.38% [2]

Group 1 - The core point of the news is the announcement of the new brand ambassador for Lafang, Ren Jialun, which has generated significant online buzz and highlighted the brand's unique hair repair technology [1][3][14] - Lafang's promotional campaign featuring Ren Jialun has dominated various platforms, leading to a substantial increase in the brand's social media following and demonstrating the high commercial value of the partnership [3][5] - The collaboration is expected to resonate with consumers due to Ren Jialun's strong public image and the alignment of his personal brand with Lafang's values of resilience and professionalism [10][12] Group 2 - Lafang has implemented a comprehensive marketing strategy, including high-profile advertising in major cities and unique promotional events, to maximize visibility and engagement with the audience [7][10] - The partnership marks a significant milestone as Ren Jialun is Lafang's first male spokesperson, reflecting the brand's commitment to innovation and appeal to a broader demographic [12][14] - The collaboration aims to set a new standard in the domestic hair care market, leveraging both Lafang's established brand presence and Ren Jialun's popularity to enhance brand perception and consumer loyalty [10][14]

Core Viewpoint - The announcement of Ren Jialun as the new brand ambassador for Lafang successfully leverages fan economy during the 618 e-commerce festival, achieving a remarkable marketing outcome through a combination of timing, location, and strategic alignment [1] Group 1: Brand Strategy - Lafang demonstrates keen market insight and a long-term brand strategy by partnering with Ren Jialun, who has evolved from a newcomer to a recognized actor, aligning with the brand's dedication to craftsmanship and professionalism [1][3] - The collaboration reflects a resonance of professional spirit and shared values of "long-termism" between Lafang and Ren Jialun [3] Group 2: Marketing Approach - Lafang adopts a multi-dimensional marketing strategy, moving away from traditional single-channel communication to a comprehensive online and offline approach, creating a marketing loop that combines traffic generation and emotional resonance [6] - Prior to the official announcement, Lafang established an emotional connection with Ren Jialun's fans through sponsorship of the drama "Wuyou Du," enhancing fan goodwill [6][8] - A series of pre-announcement activities, including teasers and fan engagement events, significantly boosted brand visibility and consumer anticipation, leading to explosive growth in both brand awareness and sales upon the official announcement [8][10] Group 3: Execution and Impact - Following the announcement, Lafang launched an extensive support campaign, including high-profile advertisements in major cities and unique promotional activities, effectively capturing consumer attention [10][13] - The comprehensive marketing matrix created by Lafang effectively addressed consumer needs, successfully completing the transition from promotion to sales [13]

Core Viewpoint - The collaboration between LaFang and actor Ren Jialun aims to enhance the brand's image and reinforce its positioning as a "strong and resilient choice" in the hair care industry, leveraging Ren's positive public persona and professional achievements [1][3]. Group 1: Brand Collaboration - LaFang has appointed Ren Jialun as its new brand ambassador, emphasizing the theme "Hair shines, enjoy fragrance" to showcase its technological strength and brand warmth developed over more than 20 years in the hair care sector [1]. - The partnership is seen as a significant upgrade to LaFang's brand image and a demonstration of confidence in its product capabilities [3]. Group 2: Product Innovation - LaFang has introduced the "Hair Core Repair Series," which utilizes its self-developed "6th Generation Smart Peptide Hair Core Repair Technology" and incorporates Chinese ingredients like coffee elastic protein peptide [5][8]. - This technology allows for multi-dimensional precise repair of hair, making it resilient enough to withstand over one million physical stretches, earning a world record certification in March [8]. Group 3: Quality Assurance - LaFang is the first in the industry to adopt pharmaceutical standards in production and has established a fully integrated smart factory in collaboration with global companies like Siemens and Huawei [6]. - The company has created a nationally recognized laboratory for product quality testing, ensuring that "LaFang products" are synonymous with high quality [6]. Group 4: Consumer Engagement - The new product series not only strengthens hair but also addresses consumer needs for dandruff control and oil management, featuring fragrances inspired by traditional Chinese culture [10]. - LaFang aims to reach diverse consumer demographics through Ren Jialun's influence on social media, enhancing the recognition of the brand as a "national leader in hair care" [12].

Core Viewpoint - The beauty and personal care sector is experiencing significant stock price increases, with companies like Lafang Jiahua reaching new highs, reflecting strong investor sentiment and competitive dynamics within the industry [2][3]. Company Overview - Lafang Jiahua primarily engages in the research, production, and sales of hair care, skin care, and makeup products, with key brands including "Lafang," "Yujie," and "Meiduosi" [4]. - In 2024, Lafang Jiahua reported total revenue of 88,871.66 million yuan, a year-on-year increase of 3.36%, while net profit decreased by 36.84% to 4,136.66 million yuan [4][5]. - The company's revenue from its main brands, "Lafang" and "Yujie," accounted for 88.57% of total revenue, with "Lafang" achieving a sales revenue of 64,161.92 million yuan, up 9.11% year-on-year [4]. Sales Channels - Lafang Jiahua's primary sales channel is still through distributors, generating 62,312.30 million yuan, which is 70.11% of total revenue, while e-commerce and other channels contributed 26,487.69 million yuan, or 29.80% [4]. - The company has implemented an omnichannel strategy, enhancing both online and offline sales efforts to boost brand visibility and market share [6]. Market Dynamics - The beauty and personal care industry is facing increased competition, with companies adapting to changing consumer preferences and market conditions [8]. - Lafang Jiahua noted that the industry is transitioning towards a consumer-centric model, emphasizing brand quality and consumer insights [8]. Recent Developments - Lafang Jiahua has partnered with the national diving team to enhance brand presence and product sales through live streaming events, resulting in significant sales growth [7]. - The company is focusing on upgrading its "Lafang" brand and launching new products that incorporate innovative technologies and local ingredients [7]. Competitor Insights - Other companies in the beauty and personal care sector, such as Jiega and Kelaibao, are also experiencing stock price increases and adapting their strategies to capture market share [2][10]. - Jiega's wet wipes segment accounted for approximately 90% of its revenue, while Kelaibao's adult incontinence products represented 51.72% of its total revenue [9][10].

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。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 2025 年 5 月 16 日、5 月 19 日及 5 月 20 日连续三个交易日内日收盘价格涨幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》等有关规定，属于股票交易异常波动。 证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 028 拉芳家化股份有限公司 关于股票交易异常波动的公告 3、媒体报道、市场传闻、热点概念涉及事项或业务的不确定性风险 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并书面征询了本公司控股 股东、实际控制人及其一致行动人，现将有关情况说明如下： 1、生产经营情况 拉芳家化股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 5 月 16 日、 5 月 19 日及 5 月 20 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 经公 ...

控股股东及实际控制人对拉芳家化股份有限公司 在股票交易异常波动期间,本人及一致行动人不存在买卖贵公司股票的情形。 控股股东及实际控制人签署: 2025年 实际控制人对拉芳家化股份有限公司 关于股票交易异常波动的核实回复 致拉芳家化股份有限公司董事会: 关于股票交易异常波动的核实回复 致拉芳家化股份有限公司董事会: 本人于 2025 年 5 月 20 日收到贵公司发来《拉芳家化股份有限公司对控股股东及实际控 制人关于股票交易异常波动的核实问询》，并对上述问询函作如下回复: 经核查,截至本回复目,除贵公司按照相关法律、法规已披露事项外(含第三期股票期 权激励计划后续相关进展),本人不存在与贵公司相关的应披露而未披露的重大信息。 截止本回复日,本人吴桂谦及本人控制的其他公司均不存在筹划涉及上市公司的应披露 而未披露的重大事项,包括但不限于重大资产重组、股份发行、重大交易类事项、业务重组、 股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 关于股票交易异常波动的核实回复 致拉芳家化股份有限公司董事会: 本人于 2025 年 5 月 20 日收到贵公司发来《拉芳家化股份有限公司对实际控制人关于股 ...

Group 1 - The stock of Lafang Home has experienced a significant increase, with 4 limit-up days recorded in 6 trading days, resulting in a cumulative increase of 55.42% and a turnover rate of 48.93% [2] - As of 9:38, the stock's trading volume reached 8.155 million shares, with a transaction amount of 217 million yuan, and a turnover rate of 3.62% [2] - The total market capitalization of the stock in the A-share market is currently 6.164 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in price increase of 20% over three consecutive trading days and a daily volatility of 15% [2] - Institutional investors have net bought 87.7676 million yuan, while the total net buying from brokerage seats reached 121 million yuan [2] - The company's Q1 report shows total operating revenue of 210 million yuan, a year-on-year decrease of 6.27%, and a net profit of 13 million yuan, down 53.30% year-on-year [2] Group 3 - Recent stock performance data indicates fluctuations in daily price changes and turnover rates, with notable increases on specific dates such as May 19, where the stock rose by 9.99% with a turnover rate of 10.07% and a net inflow of 51.332 million yuan [2] - The stock has shown mixed performance in the days leading up to May 19, with both gains and losses recorded, reflecting volatility in investor sentiment [2]