| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300955 | 嘉亨家化 | 21.32 | -5.45% | 10.48万 | | 2.25 乙 | | 603630 | 拉芳家化 | 22.95 | -2.92% | 6.84万 | 1.58亿 | | | 300886 | 华业要料 | 29.59 | -2.05% | 3.10万 | 9186.37万 | | | 600315 | 上海家化 | 22.24 | -2.03% | 17.56万 | | 3.91亿 | | 837023 | 芭薇股份 | 19.45 | -1.72% | 2.83万 | 5507.76万 | | | 002094 | 青岛金王 | 66'8 | -1.21% | 52.05万 | | 4.66 Z | | 002243 | 力合科创 | 8.23 | -0.84% | 13.38万 | | 1.10亿 | | 603983 | 丸美生物 | 40.10 | -0.74% | 2.41万 | ...

近日，拉芳家化（603630.SH）在多地投放的一则广告引发热议，该发膜广告称"3分钟也算奇 迹？""停！这才是奇迹！"，被指内涵近期潘婷商标舆情，网友戏称这是"商战""贴脸开大"。 7月28日，拉芳家化相关负责人回应南都湾财社记者称，这是新品宣传语，感谢广大网友的关注。针 对"1分钟修护"的表述，该负责人称是如实描述，而针对"奇迹"是否涉嫌夸大宣传，该负责人予以否认 并称，这是企业所进行的技术革新推动产品护发效率更高、护发效果更好。 社交平台截图 拉芳广告称"3分钟也算奇迹？" 被指内涵潘婷 据多位网友拍摄的图片，企业在广告牌中宣称，该"拉芳小金条发膜"产品使用1分钟，就可以修护秀发 累计损伤，能做到"1分钟真修护"。 有趣的是，拉芳在广告中还写有"3分钟也算奇迹？""停！这才是奇迹！"，被网友解读成拉芳内涵近期 潘婷的商标舆情。 国家商标局官网显示，"潘婷三分钟奇迹"确实是注册商标，于2020年注册公告，2024年潘婷母公司宝洁 曾注册"潘婷3秒奇迹"商标但被驳回，更早前公司曾申请注册"分钟奇迹""3分钟奇迹"的商标但亦被驳 回。 南都湾财社记者注意到，拉芳曾于7月16日在官方社交平台发布帖子称产品是"护 ...

Group 1 - The number of confirmed cases of Chikungunya fever in Shunde, Guangdong has reached 2,934, primarily affecting Lecong, Beijiao, and Chen Village, all of which are mild cases [1][2] - The World Health Organization has issued a warning regarding the potential for widespread outbreaks of Chikungunya fever, with 119 countries and regions reporting cases, putting approximately 5.5 million people at risk [2][3] - Local governments in Guangdong are actively promoting mosquito control measures, including public announcements urging citizens to eliminate mosquito breeding sites and participate in coordinated mosquito eradication efforts [2][3] Group 2 - The "mosquito repellent concept" has gained traction in the capital markets, with stocks related to mosquito control and testing reagents seeing significant increases [5][6] - Companies such as Rainbow Group and Kangzhi Pharmaceutical have experienced stock price surges, while others like Runben Co., Shanghai Jahwa, and Qingsong Co. have also seen gains [6] - Several companies, including Rendu Biotech and Mindray, have highlighted their mosquito-borne virus testing products, indicating a growing market interest in diagnostic tools for diseases like Chikungunya [6]

Core Viewpoint - The mosquito-repellent concept stocks continue to show strong performance, driven by the reported cases of Chikungunya fever in Foshan, with a total of 3,195 confirmed cases as of July 22, primarily concentrated in Shunde District [1] Group 1: Company Performance - Rainbow Group has achieved a consecutive two-day increase in stock price [1] - Kangzhi Pharmaceutical has seen a rise of over 10% in its stock price [1] - Other companies such as Runben Co., Wanfang Biological, Shanghai Jahwa, Qingsong Co., and Lafang Co. have also experienced stock price increases [1]

Investment Rating - The report indicates a positive investment outlook for the shampoo and hair care products industry, highlighting continuous market growth and innovation opportunities driven by consumer demand and technological advancements [4][46]. Core Insights - The shampoo and hair care industry in China is experiencing significant growth, with market size projected to increase from 415.8 billion RMB in 2020 to 577.5 billion RMB in 2024, reflecting a compound annual growth rate (CAGR) of 8.6% [46]. - The rise of F2C (Factory to Consumer) models and the dominance of online sales channels are reshaping the market landscape, with e-commerce platforms becoming the primary purchasing avenue for consumers [4][16]. - Consumer preferences are shifting towards personalized and functional products, with a growing focus on ingredient safety, efficacy, and overall user experience [17][49]. - The increasing prevalence of hair loss issues among the population is driving demand for anti-hair loss products, supported by regulatory frameworks that promote product safety and efficacy [18][19]. Industry Definition - The shampoo and hair care products industry encompasses a variety of segments, including cleansing, conditioning, styling, dyeing, and hair growth products, catering to diverse consumer needs [5][6]. Industry Classification - Products are classified based on their functions into cleansing, care, and beauty/styling categories, with each category addressing specific consumer requirements [7][9][10]. Industry Characteristics - The industry is characterized by the emergence of F2C models, a shift towards online sales, and an increasing focus on consumer demand for innovative and effective products [16][17]. Development History - The industry has evolved from small-scale production in the 1960s to a mature market with a complete supply chain, marked by the entry of foreign brands and the rise of domestic players [20][25]. Industry Chain Analysis - The shampoo and hair care products industry has a well-established supply chain, with upstream raw material suppliers, midstream brand manufacturers, and downstream distribution channels [26][27]. - The industry exhibits a "strong at both ends, weak in the middle" structure, with upstream raw material suppliers holding significant power while midstream manufacturers face challenges [27][37]. Market Size and Growth - The market is expected to continue growing, driven by high-frequency repurchase behavior and the influence of e-commerce, with projections indicating a market size of 621.9 billion RMB by 2025 [46][47]. - The demand for functional products is increasing due to modern lifestyle challenges, leading to a shift towards symptom-driven purchasing behavior among consumers [49][50].

美容护理板块走高，润本股份（603193）涨停，嘉亨家化（300955）涨超10%，上海家化（600315）、 华业香料（300886）、拉芳家化（603630）、芭薇股份、可靠股份（301009）等跟涨。 ...

Core Viewpoint - The company, Lafang Jiahua, is forecasting a significant decline in net profit for the first half of 2025, with expected earnings dropping by over 80% compared to the same period last year [2][4][7]. Financial Performance Summary - The estimated net profit attributable to shareholders for the first half of 2025 is projected to be between 5.7 million to 6.5 million yuan, representing a decrease of 84.67% to 82.52% from the previous year [2][4]. - The estimated net profit after deducting non-recurring gains and losses is expected to be between 1.88 million to 2.68 million yuan, reflecting a decline of 94.71% to 92.46% year-on-year [2][4]. Previous Year Comparison - In the same period last year, the total profit was 41.39 million yuan, with a net profit attributable to shareholders of 37.18 million yuan and a net profit after deducting non-recurring gains and losses of 35.55 million yuan [5][6]. Reasons for Profit Decline - The significant drop in profit is attributed to multiple pressures from changes in the domestic and international operating environment, insufficient effective demand in the daily chemical industry, intensified competition, and increased investment in brand building and e-commerce promotion [7].

[Lafang China H1 2025 Earnings Forecast Analysis](index=1&type=section&id=Lafang%20China%20Co.%2C%20Ltd.%20Announcement%20on%20the%20H1%202025%20Earnings%20Forecast) [Current Period Earnings Forecast](index=1&type=section&id=I.%20Current%20Period%20Earnings%20Forecast) The company forecasts a sharp H1 2025 net profit decline of 82.52%-84.67% year-over-year H1 2025 Earnings Forecast | Metric | Forecasted Amount (CNY 10,000s) | YoY Change | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 570 to 650 | ↓ 82.52% to 84.67% | | Net Profit After Non-recurring Items | 188 to 268 | ↓ 92.46% to 94.71% | - This earnings forecast covers the period from January 1, 2025, to June 30, 2025[4](index=4&type=chunk) [Prior Year Period Performance Review](index=1&type=section&id=II.%20Prior%20Year%20Period%20Operating%20Performance%20and%20Financial%20Condition) The prior year's high base includes a net profit of CNY 37.18 million and an EPS of CNY 0.17 Key Financial Data for the Prior Year Period (H1 2024) | Metric | Amount | | :--- | :--- | | Net Profit Attributable to Shareholders | 3,717.97 (CNY 10,000s) | | Net Profit After Non-recurring Items | 3,554.87 (CNY 10,000s) | | Total Profit | 4,138.68 (CNY 10,000s) | | Earnings Per Share (EPS) | CNY 0.17 | [Analysis of Main Reasons for Profit Decline](index=1&type=section&id=III.%20Main%20Reasons%20for%20the%20Current%20Period's%20Profit%20Decline%20Forecast) The profit decline is attributed to external market pressures and increased internal brand and e-commerce spending - The company faced external pressures from **insufficient demand** and **intensified competition** in the personal care industry[9](index=9&type=chunk) - To counter fierce market competition, the company significantly **increased spending on brand building and e-commerce promotion**, eroding current profits[9](index=9&type=chunk) [Risk Warning and Other Explanations](index=2&type=section&id=IV.%20Risk%20Warning) The earnings forecast is based on preliminary, unaudited data and is subject to change in the final report - This earnings forecast is a preliminary calculation by the finance department and **has not been audited** by a certified public accountant, introducing uncertainty[10](index=10&type=chunk) - The final, accurate financial data will be disclosed in the official H1 2025 report, and investors should be aware of investment risks[11](index=11&type=chunk)

拉芳家化（603630）公告，预计2025年半年度实现归属于上市公司股东的净利润为570万元到650万元， 同比减少84.67%到82.52%。预计2025年半年度归属于上市公司股东的扣除非经常性损益的净利润为188 万元到268万元，同比减少94.71%到92.46%。 ...

Group 1 - LaFang Home Care has experienced a decline for five consecutive trading days, with a cumulative drop of -11.66% [1] - LaFang Home Care Co., Ltd., founded in 2001, is a personal care products company that integrates research and development, production, and sales [1] - The financial report indicates that Rongtong Fund's Rongtong Xin New Growth Mixed A has entered the top ten shareholders of LaFang Home Care, marking its new entry in the first quarter of this year [1] Group 2 - Rongtong Xin New Growth Mixed A has achieved a return of 17.03% this year, ranking 605th among 4529 similar funds [1] - The fund manager, Wan Minyuan, holds a Ph.D. in Biomedical Science from Sichuan University and has extensive experience in the investment industry [3][4] - Wan Minyuan has managed various funds since joining Rongtong Fund Management Co., Ltd. in 2016, including the Rongtong Healthcare Industry Flexible Allocation Mixed Fund and the Rongtong Value Growth Mixed Fund [4]