人民财讯8月22日电，丸美生物（603983）8月22日晚间披露2025年半年报，公司上半年实现营业收入 17.69亿元，同比增长30.83%；归母净利润1.86亿元，同比增长5.21%；基本每股收益0.46元。公司拟每 10股派发现金红利2.5元(含税)。报告期内，营业收入同比增长主要原因系线上渠道持续保持增长。 ...

Financial Performance - The company's operating revenue for the first half of 2025 reached ¥1,769,193,475.01, representing a year-on-year increase of 30.83% compared to ¥1,352,290,860.56 in the same period last year[21]. - The total profit for the first half of 2025 was ¥240,776,293.10, which is a 7.17% increase from ¥224,659,830.54 in the previous year[21]. - The net profit attributable to shareholders of the listed company was ¥185,740,286.43, reflecting a 5.21% increase from ¥176,537,086.78 in the same period last year[21]. - The basic earnings per share for the first half of 2025 was ¥0.46, up 4.55% from ¥0.44 in the same period last year[22]. - The weighted average return on net assets increased to 5.40%, up from 5.19% in the previous year, marking an increase of 0.21 percentage points[22]. Revenue Sources - The increase in operating revenue is primarily attributed to sustained growth in online channels[22]. - The Marubi brand generated 1.250 billion yuan in revenue, up 34.36% year-on-year, while the PL Lianhuo brand reached 516 million yuan, increasing by 23.87%[29]. - The online channel generated revenue of 1.571 billion yuan, accounting for 88.87% of total revenue, with a year-on-year growth of 37.85%[36]. - The offline channel achieved revenue of 197 million yuan, representing 11.13% of total revenue, with a year-on-year decline of 7.07%[36]. Expenses and Costs - Operating costs increased to ¥449,287,741.20, reflecting a growth of 31.21% due to higher sales revenue[47]. - Sales expenses rose to 1 billion yuan, a year-on-year increase of 39.31%, primarily due to rising online traffic costs and ongoing brand building efforts[29]. - Research and development expenses amounted to 40.70 million yuan, reflecting a year-on-year growth of 13.53%[29]. Cash Flow - The net cash flow from operating activities increased by 97.41%, amounting to ¥115,647,247.15 compared to ¥58,582,996.50 in the previous year[21]. - Operating cash inflow for the first half of 2025 reached ¥1,775,691,102.87, a 41.0% increase from ¥1,259,531,556.22 in the first half of 2024[110]. - Cash outflow from investing activities totaled ¥235,365,414.78, compared to ¥483,688,388.40 in the previous year, indicating a reduction of 51.3%[111]. Market Position and Strategy - The company received the "2025 Forbes China Beauty Industry Excellence Brand 100" award, further solidifying its market position[34]. - The company is investing in the "smart cosmetics manufacturing plant" and "marketing upgrade and operations headquarters" projects[50]. - The company faces increasing market competition due to the rapid growth of e-commerce and the entry of foreign brands into the domestic market[56]. Shareholder Information - The company plans to distribute a cash dividend of ¥2.50 per 10 shares (including tax) to shareholders registered on the dividend distribution date[6]. - The company reported a profit distribution of 208,520,000.00 to shareholders, indicating a commitment to returning value to investors[117]. - The total number of ordinary shareholders as of the end of the reporting period is 17,371[88]. Innovation and Development - The company launched the innovative "Super Mask" product, which quickly gained market recognition due to its unique formula and effectiveness[31]. - The company established three new collaborative projects in academic and industrial innovation, expanding its expert pool to 110 members, enhancing innovation capabilities and technical reserves[32]. - In the first half of 2025, the company applied for 25 new patents, bringing the total to 619, with 16 new authorized invention patents, totaling 365 authorized patents[32]. Financial Health and Assets - The company's net assets attributable to shareholders at the end of the reporting period were ¥3,365,535,062.95, a slight decrease of 0.44% from ¥3,380,406,892.85 at the end of the previous year[21]. - Total assets decreased by 5.87% to ¥4,765,479,158.62 from ¥5,062,564,094.81 at the end of the previous year[21]. - The total liabilities and equity structure remains robust, supporting future growth initiatives[96]. Compliance and Governance - The financial report was approved for release on August 21, 2025, indicating timely compliance with regulatory requirements[123]. - The company has confirmed its ability to continue as a going concern for at least 12 months from the reporting date, with no significant issues affecting its operational capacity[125]. - The company will ensure that the IPO prospectus does not contain any false records or significant omissions, and it will assume legal responsibility for its accuracy and completeness[68].

证券代码：603983 证券简称：丸美生物 公告编号：2025-020 广东丸美生物技术股份有限公司 关于2025年第二季度主要经营数据的公告 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。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第十三号——化工》的要求，现将公司 2025 年第二季度主要经营数据 披露如下： 二、2025 年第二季度公司主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 眼部类产品平均售价上升原因：主要系本期售价较高的眼霜产品升级销售占 比提升以及售价较低的眼膜产品销售占比下降所致。 美容类产品平均售价上升原因：主要系本期优化了营销策略，减少了低价引 主要产品 产量（支） 销量（支） 营业收入（元） 眼部类 1,417,633 1,293,001 206,219,439 护肤类 4,321,217 4,012,166 364,708,224 洁肤类 1,248,862 1,089,700 65,706,024 美容类 2,942,370 3,173,96 ...

证券代码：603983 证券简称：丸美生物 公告编号：2025-022 广东丸美生物技术股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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。 广东丸美生物技术股份有限公司（以下简称"公司"或"丸美生物"）于 2025 年 8 月 21 日召开了第五届董事会第七次会议，审议通过了《关于使用部分闲置 募集资金进行现金管理的议案》，拟使用不超过人民币 20,000 万元的闲置募集 资金进行现金管理，该额度可滚动使用，自公司第五届董事会第七次会议审议通 过之日起十二个月内有效，并提请授权管理层行使决策权并签署相关合同文件， 具体事项由公司财务部负责组织实施。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准广东丸美生物技术股份有限公司首次 公开发行股票的批复》（证监许可[2019]917 号）核准，并经上海证券交易所同 意，丸美生物首次公开发行人民币普通股（A 股）股票 4,100 万股，发行价格为 每股人民币 20.54 元。共计募集资金人民币 84,214.00 万 ...

证券代码：603983 证券简称：丸美生物 公告编号：2025-021 广东丸美生物技术股份有限公司 2025 年半年度，公司募集资金使用情况如下： 单位：人民币 元 | 募集资金净额 | 加：累计利息收入、 | 减：以前年度已 | 减：本年使用募 | 减：现金管理专 | 募集资金专户期 | | --- | --- | --- | --- | --- | --- | | | 投资收益扣除手续 | 使用募集资金金 | 集资金金额 | 户金额 | 末余额 | | | 费净额 | 额 | | | | | 790,002,000.00 | 90,606,128.31 | 498,456,729.20 | 36,724,574.44 | 75,000,000.00 | 270,426,824.67 | 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。 根据中国证监会《上市公司募集资金监管规则》和《上海证券交易所上市公司 自律监管指引第 1 号—规范运作》《上海证券交易所上市公司自律监管指南第 1 号— —公告格式》的规定，现将广东丸 ...

丸美生物公告，2025年上半年营业收入17.69亿元，同比增长30.83%。净利润1.86亿元，同比增长 5.21%。以实施权益分派股权登记日登记的总股本为基数，向实施权益分派股权登记日登记在册的全体 股东每10股派发现金红利2.5元（含税）。 ...

证券之星消息，8月21日化妆品板块较上一交易日上涨1.27%，水羊股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | 9.08 | -1.20% | 142.86万 | 13.26 Z | | 603605 | | 86.87 | -0.13% | 9.25万 | 8.05亿 | | 300849 | 锦盛新材 | 13.84 | 0.14% | 5.36万 | 7426.32万 | | 300957 | 贝泰妮 | 46.91 | 0.64% | 6.82万 | 3.21亿 | | 600315 | 上海家化 | 23.40 | 0.65% | 14.13万 | 3.32亿 | | 300856 | 科思股份 | 15.74 | 0.70% | 8.23万 | 1.29亿 | | 300955 | 嘉亨家化 | 20.69 | 0. ...

证券之星消息，8月19日化妆品板块较上一交易日上涨0.25%，青松股份领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300132 | 青松股份 | 6.35 | 4.79% | 46.79万 | | 2.93亿 | | 300886 | 华业香料 | 31.15 | 2.50% | 5.12万 | | · 1.57亿 | | 300740 | 水羊股份 | 18.90 | 2.38% | 21.47万 | | 4.05亿 | | 837023 | 芭薇股份 | 19.10 | 1.76% | 4.14万 | | 7911.63万 | | 300955 | 嘉亨家化 | 20.60 | 1.38% | 3.04万 | | 6227.35万 | | 603983 | 丸美生物 | 43.78 | 1.34% | 4.54万 | | 2666T | | ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The retail sector shows steady recovery with a year-on-year increase of 4.8% in total retail sales from January to July 2025, and a 3.7% increase in July alone [5][25] - Online channels continue to grow, while offline growth rates are marginally slowing down; specific categories like gold and jewelry, as well as cosmetics, show significant improvement [5][30] - The report emphasizes the importance of consumer sentiment and suggests focusing on high-growth segments such as gold jewelry and domestic beauty brands [8][34] Summary by Sections Retail Market Overview - The retail index closed at 2214.55 points, up 0.44% for the week, underperforming the Shanghai Composite Index which rose by 0.86% [7][16] - The commercial property management sector saw the highest increase this week, while the jewelry sector has led the gains since the beginning of 2025 with a 30.19% increase [20][22] Retail Sales Data - In July 2025, retail sales reached 38,780 billion yuan, with a year-on-year growth of 3.7% [25] - Online retail sales for the first seven months of 2025 reached 86,835 billion yuan, growing by 9.2% year-on-year, with physical goods online sales at 70,790 billion yuan, up 6.3% [27][28] Key Investment Themes - **Gold and Jewelry**: Focus on brands with differentiated product offerings and consumer insights, recommending companies like Laopuhuangjin and Chaohongji [8][34] - **Cosmetics**: Highlighting the rise of domestic brands and the need for innovation in product offerings, with recommendations for brands like Maogeping and Pola [8][35] - **Offline Retail**: Emphasizing the transformation of retail enterprises to adapt to changing consumer behaviors, recommending companies like Yonghui Supermarket and Aiyingshi [8][34] - **Medical Aesthetics**: Suggesting investment in companies with differentiated product lines, recommending Aimeike and Kedi-B [8][36] Company Performance Highlights - Laopuhuangjin reported a revenue of 85.06 billion yuan in 2024, with a net profit increase of 253.9% [40] - Maogeping achieved a revenue of 38.85 billion yuan in FY2024, with a growth of 34.6% [36] - Yonghui Supermarket's revenue for Q1 2025 was 174.79 billion yuan, reflecting a decline of 19.3% [36]

Group 1 - The cosmetics sector increased by 1.2% on August 15, with Shuiyang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Key stocks in the cosmetics sector showed various performance, with Shuiyang Co., Ltd. closing at 18.09, up 2.67%, and Marubi Biological Technology Co., Ltd. closing at 41.52, up 2.42% [1] Group 2 - The cosmetics sector experienced a net outflow of 104 million yuan from main funds, while retail investors saw a net inflow of 165 million yuan [2] - Notable stocks with negative performance included Qingdao Kingking, which closed at 8.74, down 1.80% [2] - The trading volume and turnover for several stocks were significant, with Shuiyang Co., Ltd. achieving a turnover of 276 million yuan [1][2]