北京商报讯（记者 张君花）2月6日，丽人丽妆在投资者互动平台表示，近几年，公司除了在美妆领域 之外，也在保健品、宠物等领域有所布局。此外，公司除了天猫平台之外，也在以抖音为代表的新兴平 台上为众多品牌方提供代运营服务。 ...

（文章来源：证券日报） 证券日报网讯 2月6日，丽人丽妆在互动平台回答投资者提问时表示，近几年，公司除了在美妆领域之 外，也在保健品、宠物等领域有所布局。此外，公司除了天猫平台之外，也在以抖音为代表的新兴平台 上为众多品牌方提供代运营服务。 ...

每经AI快讯，2月2日，A股零售板块午后走高，新华百货此前涨停，三江购物涨超9％，茂业商业、东 百集团、丽人丽妆、海宁皮城等个股跟涨。 （文章来源：每日经济新闻） ...

格隆汇2月2日｜A股零售板块午后走高，新华百货此前涨停，三江购物涨超9%，茂业商业、东百集 团、丽人丽妆、海宁皮城等个股跟涨。消息面上，九部门印发《2026"乐购新春"春节特别活动方案》， 提出通过商旅文体健融合、线上线下联动，组织开展内容丰富多彩的春节促消费活动。 ...

中经记者 钟楚涵 孙吉正 上海报道 目前，丽人丽妆正在面临业绩下滑的困境。近日，丽人丽妆公告显示，预计2025年的亏损将扩大至6320 万—7900万元。在此前2024年，丽人丽妆亏损2440万元。同时，在营收规模上，丽人丽妆也已经较巅峰 时期大幅缩水。 对于丽人丽妆业绩持续下滑，上海财经大学数字经济研究院副院长崔丽丽向《中国经营报》记者表 示："在当前主流电商运营方法向直播及相关平台转型的过程中，以货架电商为主的服务商在这方面的 业务多多少少都受到了影响，转型不是很及时。另外，自有品牌的孵化进展不是很快，品牌打造的效果 还没有达到能够撑起营收的程度。" 依赖天猫渠道 自有品牌尚在培育期 在2024年年报中，对于营收同比下滑，丽人丽妆表示，主要系公司与部分合作品牌转变运营模式、与部 分品牌终止合作运营以及部分合作品牌销售收入未达预期所致。 近日，丽人丽妆表示，预计2025年实现归属于上市公司股东的净利润为-7900万—-6320万元，将出现亏 损。对于亏损的原因，丽人丽妆方面表示，主要系公司自有品牌处于产品创新及经营推广期，研发及营 销推广持续投入，未产生相应的经济效益，自有品牌店铺经营亏损所致。 实际上，近 ...

证券之星消息，1月29日互联网电商板块较上一交易日上涨0.47%，壹网壹创领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。互联网电商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) | | | --- | --- | --- | --- | --- | --- | --- | | 300792 | 壹网壹创 | 42.68 | 5.88% | 31.03万 | | 13.49 乙 | | 600365 | ST通葡 | 3.07 | 2.33% | 9.05万 | | 2751.93万 | | 301001 | 凯淳股份 | 36.39 | 1.65% | 11.78万 | | 4.34亿 | | 301110 | 青木科技 | 81.21 | 1.61% | 8.76万 | | 7.34亿 | | 300592 | 华凯易佰 | 13.85 | 1.54% | 32.71万 | | 4.63亿 | | 002315 | 焦点科技 | 52.74 | 1.27% | 14.12万 | | 7.59亿 | ...

证券之星消息，1月27日互联网电商板块较上一交易日上涨0.73%，凯淳股份领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。互联网电商板块个股涨跌见下表： 从资金流向上来看，当日互联网电商板块主力资金净流入1.81亿元，游资资金净流入1.2亿元，散户资金 净流出3.01亿元。互联网电商板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301001 凯淳股份 | | -7014.40万 | 11.26% | -3089.59万 | -4.96% | -3924.80万 | -6.30% | | 300592 华凯易佰 | | 6546.43万 | 12.72% | 871.55万 | 1.69% | -7417.99万 | -14.42% | | 301110 青木科技 | | 5552.27万 | 7.95% | 3825.61万 | 5. ...

Core Viewpoint - The company Liren Lizhuang (605136.SH) has issued a profit warning, expecting a significant increase in net losses for 2025, attributed to high investments in developing its own brands, which have not yet generated corresponding economic benefits [3][4][6]. Financial Performance - The company anticipates a net loss of between 63.2 million to 79 million yuan for 2025, with a non-recurring net loss expected to be between 66.4 million to 83 million yuan [3]. - Revenue for 2024 is projected to decline by 37.44% year-on-year to 1.728 billion yuan, marking a significant drop from 4.155 billion yuan in 2021 [4][6]. Business Model Challenges - The traditional business model of brand agency operations is under severe pressure due to intensified competition, declining traffic on traditional e-commerce platforms, and a weak consumer environment [3][5]. - The company's reliance on a few brands and a single e-commerce platform has weakened its risk resilience, leading to structural challenges [3][5]. Brand Development and Strategy - The company has elevated its own brand strategy, focusing on brands like "Yurongchu" and "Meiyitang," which recorded a 110% year-on-year growth in Q1 2025, although the absolute scale remains small [5][6]. - The revenue from self-owned brands is expected to account for less than 10% of total revenue in 2024, indicating that high investments in R&D and marketing have not yet translated into profitability [6]. Industry Context and Transformation - The challenges faced by Liren Lizhuang reflect a broader anxiety within traditional e-commerce service providers as they navigate a changing market landscape [7][8]. - The company is exploring a transformation path that includes diversifying channels, enhancing data-driven operations, and improving supply chain efficiency [7][8]. - The transition from a channel service provider to a brand manager is fraught with challenges, requiring significant resources and time to achieve [8].

Core Viewpoint - The company continues to face losses and is in the process of transformation, struggling with issues such as insufficient self-owned brand contribution and the termination of partnerships with multiple brands [1][3]. Financial Performance - The company forecasts a net profit loss of between 79 million yuan and 63.2 million yuan for 2025 [3]. - In 2024, the company reported a loss of 24.4 million yuan, while in 2023, revenue declined by 14.78% and net profit increased by 121.19% [3]. - In 2022, revenue fell by 21.98% and net profit decreased by 133.92% [3]. Brand Partnerships - The company has terminated partnerships with several brands, including L'Oréal, Lancôme, and others, due to brands shifting to self-management [3][4]. - The loss of partnerships has significantly impacted revenue, with a 37.44% decline in 2024 attributed to these changes [3]. Self-Owned Brand Development - The company has been focusing on developing its own brands, such as "Yurongchu" and "Meiyitang," but these efforts have not yet translated into significant revenue growth [6][7]. - The self-owned brands are currently in the product innovation and marketing phase, leading to ongoing losses [7]. Channel Imbalance - The company primarily operates through the Tmall platform, which accounted for 86.52% of its revenue in 2022, but is facing challenges as new e-commerce platforms like Douyin and Xiaohongshu gain traction [8]. - Despite efforts to diversify and increase presence on emerging platforms, revenue remains heavily reliant on Tmall [8]. Market Trends - Industry experts suggest that transitioning to self-owned brands can enhance profitability and drive growth, indicating a broader trend towards diversification in the market [9].

Core Viewpoint - Liren Lizhuang (605136) announced an expected net loss for 2025, projecting a net profit attributable to shareholders of between -79 million to -63.2 million yuan [1] Financial Projections - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -83 million to -66.4 million yuan [1]