金融界消息 截至2025年7月29日收盘，丽人丽妆（605136）报收于9.79元，下跌0.51%，换手率3.45%， 成交量13.82万手，成交金额1.34亿元。 资金流向方面，今日主力资金净流出1320.79万元，占比成交额9.83%。其中，超大单净流出140.36万 元、占成交额1.04%，大单净流出1180.44万元、占成交额8.78%，中单净流出流出318.14万元、占成交 额2.37%，小单净流入1638.94万元、占成交额12.19%。 丽人丽妆最新一期业绩显示，截至2025一季报，公司营业总收入3.61亿元、同比减少23.58%，归属净利 润1832.20万元，同比减少91.93%，扣非净利润1917.51万元，同比减少87.34%，流动比率9.534、速动比 率7.414、资产负债率6.93%。 天眼查商业履历信息显示，上海丽人丽妆化妆品股份有限公司，成立于2010年，位于上海市，是一家以 从事批发业为主的企业。企业注册资本40045.85万人民币，实缴资本14958.9243万人民币。公司法定代 表人为叶茂。 通过天眼查大数据分析，上海丽人丽妆化妆品股份有限公司共对外投资了16家企业，参与 ...

Core Viewpoint - Shanghai Liren Lizhuang Cosmetics Co., Ltd. has officially launched its IPO, aiming to raise funds for brand promotion, channel construction, data center development, and working capital [1] Group 1: Company Overview - Liren Lizhuang's main business includes e-commerce retail and brand marketing services, with revenue figures of 3.42 billion, 3.61 billion, and 3.87 billion yuan from 2017 to 2019, reflecting a compound annual growth rate of 6.43% [1] - The company is set to become the largest beauty agency operator in A-shares post-IPO, with over 92% of its revenue coming from e-commerce retail [1] Group 2: Market Position and Strategy - The high brand concentration in China's cosmetics market creates barriers to entry, with Liren Lizhuang having established partnerships with over 60 brands, including Schwarzkopf and Laneige, enhancing its competitive edge [2] - The company has achieved over 100 million yuan in transaction volume for brands like HERA and Sulwhasoo during the 2019 Double Eleven shopping festival on Tmall [2] - Liren Lizhuang is expanding its channels by integrating online and offline strategies, utilizing social media platforms to build a comprehensive marketing network and increase market share [2] Group 3: Future Development Plans - Following its successful listing, Liren Lizhuang plans to enhance its core competencies while diversifying its business across multiple categories and channels, leveraging new information technologies to improve service capabilities [3]

Core Viewpoint - The company, Liren Lizhuang, is facing significant challenges, including ongoing financial losses and a major personal financial dispute involving its actual controller, Huang Tao, which has led to the freezing of a substantial portion of his shares [2][4][7]. Financial Performance - Liren Lizhuang has reported continuous losses over the past year and a half, with cumulative net losses ranging from 54.4 million to 66.9 million yuan [3][14]. - The company expects to report a net loss of between 30 million and 42.5 million yuan for the first half of 2025, with a non-recurring net profit loss projected between 31 million and 44.5 million yuan [13][15]. - Revenue has declined significantly, with 2024 revenue at 1.728 billion yuan, a year-on-year decrease of 37.44% [13]. Shareholder Disputes - Huang Tao's shares have been subject to judicial freezing due to a divorce dispute, with a total of 29.7475 million shares frozen, representing 22.89% of his direct holdings and 7.43% of the company's total shares [4][6][11]. - The market value of the frozen shares is approximately 296 million yuan, based on the closing price of 9.94 yuan per share on July 22 [6][10]. - A court ruling has determined that 16.7475 million shares will be transferred to Huang Tao's ex-wife, Weng Shuhua, although she has not yet received these shares [8][11]. Business Operations - Despite the ongoing financial difficulties, Liren Lizhuang has expanded its store count to 265 as of March 31, 2025, with 31 new stores opened compared to the end of the previous year [15]. - The company's revenue from major platforms has declined, with Tmall domestic revenue dropping by 38.06% year-on-year in Q1 2025 [16]. Market Performance - The company's stock price experienced a significant increase in May, reaching 16.96 yuan per share, largely due to the introduction of products containing the ingredient "Methylsulfonylmethane" [17]. - However, the stock has since entered a downward trend, with a decline of over 40% from its peak [18].

Core Viewpoint - The announcement details the judicial freezing of shares held by Huang Tao, the controlling shareholder and actual controller of Shanghai Liren Lizhuang Cosmetics Co., Ltd, due to a personal divorce dispute, which does not significantly impact the company's operations or control [1][1][1]. Summary by Sections Shareholding and Freezing Details - As of the announcement date, Huang Tao directly holds 129,980,304 shares, representing 22.89% of his holdings and 7.43% of the company's total share capital [1][1]. - Huang Tao's shares that have been newly frozen amount to 16,747,538, which is 12.88% of his holdings and 4.18% of the company's total share capital [1][1]. Cumulative Frozen Shares - The cumulative frozen shares for Huang Tao total 29,747,538, which is 32.46% of his holdings, equating to 22.89% of the total shares [1][1]. Impact on the Company - The judicial freezing of shares is primarily due to Huang Tao's divorce dispute and is not expected to have a significant impact on the company's production and operations, nor will it lead to a change in control [1][1][1].

Group 1 - The actual controller Huang Tao's 16.74 million shares were judicially frozen, accounting for 12.88% of his direct holdings and 4.18% of the company's total share capital, with a market value of approximately 166 million yuan [2] - This is the fourth time Huang Tao has faced share freezing due to divorce disputes, with the frozen amount exactly matching the shares he is required to transfer to his ex-wife, Weng Shuhua, as per the final judgment in April 2025 [2] - After this freezing, the total shares frozen from Huang Tao reached 29.75 million, representing 22.89% of his holdings, raising concerns among investors about potential impacts on the company's internal management and stock price volatility [2] Group 2 - In April 2023, a final judgment was made in the divorce property dispute between Huang Tao and Weng Shuhua, requiring Huang to transfer approximately 16.75 million shares to Weng, resulting in a significant change in the company's shareholding structure [5] - Following the judgment, Huang's shareholding ratio decreased from 32.46% to 28.28%, while Weng became a significant shareholder with 4.18% of the company's shares [5] - The stock price of Liren Lizhuang increased from 7.15 yuan per share at the time of the judgment to 9.94 yuan per share, leading to a nearly 38% increase in the market value of the frozen shares [2] Group 3 - Liren Lizhuang's revenue has declined nearly 60% over the past four years, with revenues of 4.155 billion yuan, 3.242 billion yuan, 2.762 billion yuan, and an estimated 1.728 billion yuan for 2024 [7] - The net profit has also shown significant volatility, with losses reported in 2022 and 2024, and an expected net loss of 30 million to 42.5 million yuan for the first half of this year [7] - The company attributed the expected losses to declining revenue, reduced overall profits, and ongoing strategic investments in its own brand [7]

Core Viewpoint - The article discusses the judicial freezing of 16.74 million shares held by Huang Tao, the actual controller of Liren Lizhuang, due to a divorce dispute, which raises concerns about the company's internal management and potential stock price volatility [2][3]. Group 1: Shareholder Structure Changes - Huang Tao's shares frozen account for 12.88% of his direct holdings and 4.18% of the company's total share capital, with a market value of approximately 166 million yuan [2]. - This is the fourth instance of share freezing for Huang Tao due to divorce disputes, with a total of 29.75 million shares (22.89% of his holdings) now frozen [3]. - Following the court's final ruling in April 2023, Huang Tao is required to transfer approximately 1/8 of his shares (about 1.675 million shares) to his ex-wife, Weng Shuhua, which will alter the shareholder structure significantly [5]. Group 2: Financial Performance - Liren Lizhuang's revenue has declined nearly 60% over four years, with revenues of 4.155 billion yuan in 2021, 3.242 billion yuan in 2022, and 2.762 billion yuan in 2023, projected to drop to 1.728 billion yuan in 2024 [7]. - The net profit has also fluctuated, with losses reported in 2022 and 2024, and an expected loss of 30 to 42.5 million yuan for the first half of 2025, compared to a profit of 2.6941 million yuan in the same period last year [7].

Core Viewpoint - The recent judicial freezing of shares held by Huang Tao, the controlling shareholder of Liren Lizhuang, is primarily due to his divorce dispute with Weng Shuhua, but it is not expected to significantly impact the company's operations or control structure [1][5]. Shareholder Information - Huang Tao's newly frozen shares amount to 16.747538 million, representing 12.88% of his direct holdings and 4.18% of the company's total shares [1]. - As of the announcement date, Huang Tao directly holds 129.980304 million shares, which is 32.46% of the total shares [1]. - The cumulative number of shares frozen (including this instance) totals 29.747538 million, accounting for 22.89% of his direct holdings and 7.43% of the company's total shares [1]. Legal Context - The freezing of shares is a result of a final court ruling regarding the divorce settlement, which mandates Huang Tao to transfer approximately one-eighth of his shares (about 16.75 million) to Weng Shuhua [5]. - Following this ruling, Huang Tao's shareholding will decrease to approximately 113 million shares, reducing his ownership percentage from 32.46% to 28.28%, while Weng Shuhua will become a significant shareholder with 16.75 million shares [7]. Financial Performance - On July 14, Liren Lizhuang announced a profit warning, projecting a maximum net loss of 42.5 million for the first half of 2025, with a non-recurring net loss of 44.5 million [7]. - The company's 2024 annual report indicated a revenue of 1.728 billion, a year-on-year decrease of 37.44%, and a net loss of 24.4 million, a year-on-year increase of 182.64% [7]. Company Background - Founded in May 2010, Liren Lizhuang specializes in online retail of cosmetics, primarily through Tmall [7]. - The company went public on the Shanghai Stock Exchange on September 29, 2020, and was recognized as the "first beauty e-commerce stock" [7].

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-041 重要内容提示： 上海丽人丽妆化妆品股份有限公司 ●截至本公告披露日，上海丽人丽妆化妆品股份有限公司（以下 简称"丽人丽妆"或"公司"）控股股东、实际控制人黄韬先生 直接持有公司股份数量为 129,980,304 股，占公司总股本的 32.46%；黄韬先生累计冻结股数（含本次）为 29,747,538 股，占 其直接持股数量的 22.89%，占公司总股本的 7.43%。 关于控股股东、实际控制人所持部分股份被司法冻结 暨涉及诉讼的进展公告 公司于近日定期查询中国证券登记结算公司发送的公司股 东名册后询问控股股东、实际控制人获悉，黄韬先生新增司法冻 结 16,747,538 股公司股份，现将有关情况公告如下： 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 和完整性承担法律责任。 一、 本次股份被冻结基本情况 －1－ | 姓名 | 为控 | (股) | 持股份 | 总股本 | 份是否 | 人 | 因 | | --- | --- | --- | --- | --- | --- | - ...

丽人丽妆：控股股东、实际控制人黄韬所持部分股份被司法冻结 智通财经7月22日电，丽人丽妆(605136.SH)公告称，公司控股股东、实际控制人黄韬新增司法冻结 16,747,538股公司股份，占其直接持股数量的12.88%，占公司总股本的4.18%。冻结原因为个人与配偶 离婚纠纷。本次股份被冻结主要系黄韬个人与翁淑华的离婚纠纷所致，对公司生产经营无重大影响，目 前暂不会导致公司控制权发生变更。 ...

2021 年 10 月，宝捷会山启对于募集规模、有限合伙人及部 分协议条款进行了变更及修改，宝捷会山启认缴出资额由人民币 18,181.82 万元增加至人民币 24,813.64 万元。丽人管理本次未 新增出资，变更前占投资基金的比例为 16.50%，变更后占投资 基金的比例为 12.09%。 2022 年 6 月，宝捷会山启对于募集规模、有限合伙人及部 分协议条款进行了变更及修改，宝捷会山启认缴出资额由人民币 24,813.64 增加至人民币 29,513.64 万元。丽人管理本次未新增 证券代码：605136 证券简称：丽人丽妆 公告编号：2025-040 上海丽人丽妆化妆品股份有限公司 关于全资子公司出资设立投资基金的进展公告 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 和完整性承担法律责任。 一、概述 上海丽人丽妆化妆品股份有限公司（以下简称"公司"或"丽 人丽妆"）下属全资子公司上海丽人丽妆企业管理有限公司（以 下简称"丽人管理"）于 2021 年 5 月 28 日签订《苏州宝捷会山 启创业投资合伙企业（有限合伙）合伙协议》，丽人管理 ...