智通财经5月20日电，大消费股再度走强，美容护理、宠物经济、三胎等多股方向表现活跃，拉芳家 化、贝因美、友阿股份、丽人丽妆、浪莎股份涨停，源飞宠物、依依股份、华业香料、一鸣食品、上海 家化等多股跌超5%。消息面上，国家统计局昨日发布数据显示，4月份社会消费品零售总额37174亿 元，同比增长5.1%。 大消费股再度走强 拉芳家化等多股涨停 ...

（文章来源：证券时报网） 4月29日公司发布的一季报数据显示，一季度公司共实现营业收入2.10亿元，同比下降6.27%，实现净利 润1304.88万元，同比下降53.30%。（数据宝） 拉芳家化5月19日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 广发证券股份有限公司上海浦东新区东方路证券营业 | 6908.69 | | | | 部 | | | | 买二 | 机构专用 | 2230.10 | | | 买三 | 国泰海通证券股份有限公司总部 | 1728.86 | | | 买四 | 招商证券股份有限公司上海肇嘉浜路证券营业部 | 1214.65 | | | 买五 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 793.38 | | | 卖一 | 机构专用 | | 3170.81 | | 卖二 | 机构专用 | | 1386.27 | | 卖三 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | | 885.54 | | | 部 | | | | 卖四 | 广发证券股份有限公司深圳福华一路证 ...

大消费概念持续活跃 丽人丽妆3连板 智通财经5月19日电，午后大消费概念持续活跃，医美、宠物经济方向领涨，丽人丽妆走出3连板，拉芳 家化、源飞宠物涨停，天元宠物、锦波生物、百龙创园、路斯股份股价创出历史新高。消息面上，据粤 开证券统计，国内消费医疗对应万亿级市场规模。医美领域市场规模预计2025年达到3529亿元。 ...

Core Insights - The analysis focuses on the financial performance of 17 representative listed companies in the daily chemical skincare industry, highlighting the significant disparity between sales gross margin and net profit margin [1][2]. Group 1: Financial Performance - In 2024, nearly 80% of the selected companies reported a sales gross margin exceeding 50%, with some companies achieving gross margins over 75% [1][2]. - The industry shows a trend of high gross margins but low net profit margins, with 70% of companies having net profit margins below 15% [1][2]. - The top three companies in terms of sales gross margin are Jinbo Biological (92.02%), Juzhi Biological (82.09%), and Fulejia (81.73%) [2]. Group 2: Sales Net Margin Analysis - The leading companies in sales net margin are Jinbo Biological (50.68%), Juzhi Biological (37.22%), and Fulejia (32.78%) [4]. - Companies such as Jiaheng Household Chemicals (-2.57%), Shanghai Household Chemicals (-14.67%), and Yixian E-commerce (-20.9%) exhibit significantly low net profit margins [4]. Group 3: Industry Challenges - The high sales expenses in the daily chemical skincare industry are identified as a primary reason for the low net profit margins, as substantial marketing costs erode profits [2]. - Qing Song Co. has the lowest sales gross margin at 17.42%, attributed to its positioning as an OEM, facing intense competition from thousands of domestic cosmetic OEMs [6]. - Yixian E-commerce's negative net profit margin of -20.9% is linked to ongoing losses and high marketing expenditures [6].

Group 1 - Institutional buying activity saw 29 stocks listed, with 10 net purchases and 19 net sales [1] - The top three stocks with the highest institutional buying were: Lafang Jiahua (¥111 million), Aerospace Nanhu (¥30.1 million), and Yuzhong Sanxia A (¥12.65 million) [1] - Lafang Jiahua's stock price increased by 10.02%, with one buyer and one seller on the list [2] Group 2 - Lafang Jiahua's institutional net purchase amounted to ¥111 million, driven by a significant increase in sales through Douyin, with a projected GMV of ¥25-50 million in Q1 2025, representing a 993% year-on-year growth [3] - The advertisement for Kelong Pharmaceutical's ergothioneine capsules has gained attention, featuring the chairman showcasing his physique, with a price of ¥1499 for 60 capsules [3] - Kelong Pharmaceutical claims that ergothioneine's effectiveness in removing free radicals is 10-30 times greater than traditional ingredients like VC and coenzyme Q10 [3]

关于股票交易异常波动的公告 证券代码：603630 证券简称：拉芳家化 公告编号：2025 - 027 拉芳家化股份有限公司 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、股票交易异常波动的具体情况 公司股票于 2025 年 5 月 13 日、5 月 14 日及 5 月 15 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。 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 经自查，公司经营情况正常，市场环境未发生重大变化、主营业务、商业模式未发生重大调 整，内部生产秩序正常，不存在应披露而未披露的重大信息。 公司于 2025 年 4 月 29 日披露了《拉芳家化 2025 年第一季度报告》，公司 2025 年第一季度 实现营业收入 210,192,575.89 元，同比下降 6.27%；归属于上市公司股东的 ...

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。 控股股东及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: 本人于 2025 年 5 月 15 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,截至本回复日,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。 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: 7、N 2 7 2025年5月15日 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: 本人于 2025 年 5 月 15 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 票交易异常波动的核实问询》，并对上述问 ...

Market Overview - The market experienced a volume contraction with the ChiNext index dropping nearly 2% by the end of the day. The synthetic biology concept stocks surged, with companies like Chuaning Biological, Jieya Co., and Meinong Biological hitting the daily limit. The shipping sector saw a rise and subsequent fall, with Ningbo Shipping, Ningbo Ocean, and Lianyungang achieving three consecutive limits. Consumer stocks in food, apparel, and beauty care were active, with Xiwang Food, Lafang Cosmetics, and Fengzhu Textile also hitting the daily limit. Conversely, the military industry faced adjustments, with Tianjian Technology nearing a limit down, and computing power concept stocks weakened, with Hongjing Technology dropping nearly 10%. Overall, over 3,800 stocks in the Shanghai and Shenzhen markets declined, with a total transaction volume of 1.19 trillion [1]. Hot Topics Health Products - Kolun Pharmaceutical's advertisement for ergothioneine capsules has sparked significant discussion, with Chairman Liu Gexin personally endorsing the product. Ergothioneine is a natural small molecule derived from histidine thiourea, found in microbial cells and plants. It cannot be synthesized by the human body and must be obtained through diet, with mushrooms being a key source. Sales of oral beauty products containing ergothioneine on a major e-commerce platform surged by 60 times year-on-year in the first half of 2024 [4][5]. Shipping - The shipping sector remained active, with Ningbo Ocean and Lianyungang achieving three consecutive limits. Following trade negotiations between China and the U.S., container shipping bookings from China to the U.S. surged nearly 300%, with the average booking volume for 20-foot standard containers skyrocketing to 21,530, up from 5,709 a week prior. Goldman Sachs anticipates a significant increase in Chinese exports over the next 90 days due to a tariff suspension [6][8]. Consumer Sector - The consumer sector was lively, with stocks like Marubi, Dengkang Dental, and Baiyang hitting the daily limit. The Tmall 618 promotion commenced, with the first hour's GMV for popular beauty products increasing over 10% year-on-year. Additionally, the price of tilapia has risen to 4.5 yuan per pound, with China being a major producer and exporter of tilapia, producing over 1.6 million tons annually, with about a quarter exported to the U.S. [9][10]. Stock Performance - Notable stocks in the health products sector include: - Jiaoda Aongli (600530.SS) with a price of 7.50, up 9.97%, and a market cap of 5.812 billion - Lafang Cosmetics with a price of 21.97, up 10.02%, and a market cap of 4.948 billion - Chuaning Biological with a price of 14.02, up 20.03%, and a market cap of 8.635 billion [5][10]. - In the shipping sector: - Ningbo Ocean (601022.SS) at 11.12, up 9.99%, with a market cap of 2.765 billion - Lianyungang (601008.SS) at 6.77, up 10.08%, with a market cap of 8.399 billion [7][10]. - In the consumer sector: - Zhejiang Yongqiang (002489.SZ) at 4.07, up 10.00%, with a market cap of 7.786 billion - Marubi (603983.SS) at 52.53, up 10.01%, with a market cap of 21.065 billion [10].

Group 1 - The A-share cosmetics sector experienced a significant rise in the afternoon, with Huaye Fragrance hitting the daily limit up [1] - Furuida, Lafang Home, and Bawi Co. previously reached their daily limit, while Qingsong Co. surged over 10% [1] - Other companies such as Shanghai Jahwa, Proya, Jiaheng Home, Jinsong New Materials, and Beitaini also saw increases [1]

Core Viewpoint - The beauty and personal care sector is experiencing a strong resurgence, with stocks such as Lafang Home and others seeing significant gains due to multiple driving factors including policy benefits, consumer recovery, and ongoing trade tensions [1] Group 1: Stock Performance - Lafang Home has reached its daily limit increase [1] - Other companies such as Shuiyang Co., Bavi Co., Proya, Runben, Jieya, Beitaini, Zhongshun Jierou, and Fulejia have also seen stock price increases [1] Group 2: Industry Drivers - The cosmetics and medical beauty industry is showing a stable and positive development trend [1] - Factors contributing to this trend include the continuous release of policy dividends, recovery in consumer spending, and the escalation of trade frictions [1]