Group 1 - The cosmetics sector experienced a significant increase of 3.35% on October 15, with Shuiyang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] - Major stocks in the cosmetics sector showed notable price increases, with Shuiyang Co., Ltd. rising by 8.45% to a closing price of 25.03 [1] Group 2 - The net inflow of main funds in the cosmetics sector was 219 million yuan, while retail investors saw a net outflow of 222 million yuan [1] - Shanghai Jahwa's main fund net inflow was 85.02 million yuan, with a retail net outflow of 66.90 million yuan [2] - Shuiyang Co., Ltd. had a main fund net inflow of 46.76 million yuan, but a retail net outflow of 69.20 million yuan [2]

Core Viewpoint - Lafang Home Products Co., Ltd. experienced a 5.4% increase in stock price, reaching 25.98 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 3.30%, resulting in a total market capitalization of 5.851 billion CNY [1] Company Overview - Lafang Home Products 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 into three segments: hair care (87.57%), other products (9.52%), and soap (2.84%) [1] Fund Holdings - Southern Fund's Southern Yihe Flexible Allocation Mixed Fund (002293) holds a significant position in Lafang Home Products, with 69,800 shares, accounting for 3.13% of the fund's net value, making it the third-largest holding [2] - The fund has generated an estimated floating profit of approximately 92,800 CNY from this investment [2] Fund Performance - The Southern Yihe Flexible Allocation Mixed Fund was established on January 11, 2016, with a current asset size of 49.963 million CNY. Year-to-date returns stand at 18.83%, ranking 4,297 out of 8,161 in its category, while the one-year return is 24.3%, ranking 3,202 out of 8,015 [2] - Since its inception, the fund has achieved a total return of 84.73% [2]

Core Insights - The cosmetics sector experienced a slight increase of 0.31% on October 14, with Shanghai Jahwa leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Company Performance - Shanghai Jahwa (600315) closed at 26.59, up 5.10%, with a trading volume of 102,700 shares and a transaction value of 270 million yuan [1] - Lafang (603630) closed at 24.65, up 4.05%, with a trading volume of 90,200 shares and a transaction value of 221 million yuan [1] - Qingdao Kingway (002094) closed at 7.97, up 1.92%, with a trading volume of 413,400 shares and a transaction value of 329 million yuan [1] - Other notable performers include Bawei (920123) at 17.83 (+1.54%) and Jinsong New Materials (300849) at 13.53 (+0.97%) [1] Fund Flow Analysis - The cosmetics sector saw a net outflow of 13.28 million yuan from institutional investors, while retail investors experienced a net outflow of 46.69 million yuan [2] - Conversely, speculative funds recorded a net inflow of 59.98 million yuan [2] Individual Stock Fund Flow - Shanghai Jahwa had a net inflow of 29.86 million yuan from institutional investors, while retail investors saw a net outflow of 24.90 million yuan [3] - Lafang recorded a net inflow of 21.89 million yuan from institutional investors, with retail investors experiencing a net outflow of 21.61 million yuan [3] - Qingdao Kingway had a net inflow of 16.80 million yuan from institutional investors, while retail investors saw a net outflow of 18.67 million yuan [3]

Core Viewpoint - Lafang Jiahua Co., Ltd. has completed the registration of changes in business operations and has received a new business license following the approval of its shareholders to change the company type and address [1][2] Group 1: Company Changes - The company held its second extraordinary general meeting of shareholders on September 29, 2025, where it approved the proposal to change the company type and increase the business address [1] - The company has completed the business registration changes and the filing of the amended Articles of Association, obtaining a new business license from the Shantou Market Supervision Administration [1] Group 2: Business Information - The new business license includes the following details: - Unified Social Credit Code: 91440500734127713X - Name: Lafang Jiahua Co., Ltd. - Type: Joint-stock company (Hong Kong, Macao, Taiwan investment, listed) - Address: Lafang Industrial City, New Qing Road Section, National Highway 324, Chao'nan District, Shantou City [1] - The registered capital of the company is RMB 225,250,458 [1] - The company was established on December 14, 2001, and its business scope includes the production of hair care products, skin care cosmetics, household cleaning products, disinfectants, and industrial protective products [1]

（文章来源：证券日报） 证券日报网讯 10月13日晚间，拉芳家化发布公告称，公司于2025年9月29日召开2025年第二次临时股东 大会，审议通过了《关于变更公司类型、增加经营地址暨修改的议案》。近日，公司已完成上述事项的 工商变更登记以及《公司章程》的备案手续，并取得汕头市市场监督管理局换发的《营业执照》。 ...

证券代码：603630 证券简称：拉芳家化 公告编号：2025-045 拉芳家化股份有限公司 近日，公司已完成上述事项的工商变更登记以及《公司章程》的备案手续，并取得汕头市 市场监督管理局换发的《营业执照》，相关登记信息如下： 1、统一社会信用代码：91440500734127713X 2、名称：拉芳家化股份有限公司 3、类型：股份有限公司（港澳台投资、上市） 4、住所：汕头市潮南区国道 324 线新庆路段拉芳工业城（一照多址） 5、法定代表人：吴桂谦 6、注册资本：人民币贰亿贰仟伍佰贰拾万零肆仟伍佰捌拾元 7、成立日期：2001 年 12 月 14 日 关于完成工商变更登记并换发营业执照的公告 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。 拉芳家化股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日召开 2025 年第二次临 时股东大会，审议通过了《关于变更公司类型、增加经营地址暨修改<公司章程>的议案》。具 体内容详见公司于 2025 年 9 月 30 日在上海证券交易所网站 （www.sse.com ...

Core Insights - The cosmetics sector experienced a rise of 1.51% on October 10, with Shuiyang Co. leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Company Performance - Shuiyang Co. (300740) closed at 23.93, up 8.72%, with a trading volume of 397,000 shares and a transaction value of 931 million yuan [1] - Jiahen Jiahua (300955) closed at 37.76, up 7.95%, with a trading volume of 119,800 shares and a transaction value of 438 million yuan [1] - Lafang Jiahua (603630) closed at 23.80, up 3.30%, with a trading volume of 73,600 shares and a transaction value of 17.5 million yuan [1] - Other notable performers include Bawi Co. (920123) up 2.45%, Shanghai Jahwa (600315) up 1.91%, and Jingsheng New Materials (300849) up 1.40% [1] Fund Flow Analysis - The cosmetics sector saw a net inflow of 96.14 million yuan from institutional investors, while retail investors experienced a net outflow of 98.20 million yuan [1] - Shuiyang Co. had a net inflow of 43.09 million yuan from institutional investors, but a net outflow of 33.48 million yuan from retail investors [2] - Jiahen Jiahua recorded a net inflow of 33.03 million yuan from institutional investors, with a significant net outflow of 67.04 million yuan from retail investors [2]

Group 1 - The beauty care sector experienced a significant rally in the afternoon, with Yi Yi Co., Ltd. hitting the daily limit up [1] - Shui Yang Co., Ltd. saw an increase of over 8%, indicating strong market interest [1] - Other companies such as Jia Heng Jia Hua, Jie Ya Co., Ltd., La Fang Jia Hua, and Hao Yue Care also followed the upward trend [1]

Core Viewpoint - The A-share market's cosmetics concept stocks are experiencing a counter-trend rise, driven by the early launch of the 2025 "Double 11" promotional events by major e-commerce platforms [1] Group 1: Market Performance - Shuiyang Co., Ltd. saw a rise of over 9%, with a total market value of 9.372 billion [2] - Mingchen Health increased by over 8.9%, with a market capitalization of 4.392 billion [2] - Jiaheng Jiahua rose by over 5.3%, with a market value of 3.712 billion [2] - Lafang Jiahua increased by over 4.5%, with a total market value of 5.425 billion [2] - Bawei Co., Ltd. rose by 3.02%, with a market capitalization of 2.019 billion [2] Group 2: Year-to-Date Performance - Shuiyang Co., Ltd. has a year-to-date increase of 81.77% [2] - Jiaheng Jiahua has shown a significant year-to-date increase of 136.64% [2] - Lafang Jiahua has a year-to-date increase of 75.53% [2] - Bawei Co., Ltd. has a year-to-date increase of 68.38% [2]

Core Points - The Shanghai Composite Index is at 3927.63 points, slightly down by 0.16%, with a total trading volume of 1.2446 trillion yuan [1] - A total of 181 A-shares have surpassed the half-year line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Li Min Co., Ltd. (002734) has a deviation rate of 4.31% with a price increase of 6.27% [1] - Yuanda Environmental Protection (600292) shows a deviation rate of 3.35% and a price increase of 3.93% [1] - Oriental Carbon (920175) has a deviation rate of 3.28% with an 8.17% price increase [1] Trading Activity - The total trading volume for A-shares today is reported at 1.2446 trillion yuan [1] - The stocks with the smallest deviation rates include Lian Ke Technology, Lingkang Pharmaceutical, and Publishing Media, which have just crossed the half-year line [1] Deviation Rate Rankings - The top stocks with the highest deviation rates include: - Li Min Co., Ltd. (002734) at 4.31% - Yuanda Environmental Protection (600292) at 3.35% - Oriental Carbon (920175) at 3.28% [1] - Other notable stocks with significant price increases and deviation rates include: - Han Commercial Group (600774) at 3.19% - Rui Pu Biological (300119) at 2.99% [1]