Core Viewpoint - Shanghai Liren Lizhuang Cosmetics Co., Ltd. (hereinafter referred to as "the company" or "Liren Lizhuang") expects to report a net loss attributable to shareholders of the listed company for the first half of 2025, ranging from -42.5 million to -30 million yuan, indicating a decline compared to the same period last year [2][4]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -44.5 million and -31 million yuan for the first half of 2025 [3][4]. - The performance forecast period is from January 1, 2025, to June 30, 2025 [4]. - This performance forecast is in accordance with the Shanghai Stock Exchange's listing rules, which require announcements when net profit is negative [3]. Group 2: Previous Year Performance - In the same period of 2024, the company reported a total profit of 6.4182 million yuan, with a net profit attributable to shareholders of 2.6941 million yuan, and a net profit excluding non-recurring gains and losses of 2.3505 million yuan [6]. - The earnings per share for the previous year was 0.01 yuan per share [7]. Group 3: Reasons for Performance Change - The expected net loss for the first half of 2025 is primarily due to a decline in operating income, a reduction in overall profits, and the company's proprietary brand still being in a strategic investment phase [8].

Group 1 - The company expects to achieve a net profit attributable to shareholders of between -42.50 million and -30.00 million yuan for the first half of 2025, indicating a loss compared to the same period last year [1][2] - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between -44.50 million and -31.00 million yuan [1][2] - The previous year's net profit for the same period was 2.69 million yuan, with a net profit excluding non-recurring gains and losses of 2.35 million yuan [2] Group 2 - The primary reasons for the expected loss in the first half of 2025 include a decline in operating income, a reduction in overall profits, and the company's self-owned brand still being in a strategic investment phase [2] - The profit per share for the previous year was 0.01 yuan per share [2] - The performance forecast has not been audited by a registered accountant [2]

[Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company expects to turn from profit to loss in H1 2025, forecasting a net loss of RMB 30.00 million to RMB 42.50 million 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | -RMB 42.50 million to -RMB 30.00 million | | **Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses** | -RMB 44.50 million to -RMB 31.00 million | - The period covered by this performance forecast is from January 1, 2025, to June 30, 2025[4](index=4&type=chunk) - The data in this performance forecast has not been audited by a certified public accountant[5](index=5&type=chunk) [Prior Period Performance Review](index=2&type=section&id=Prior%20Period%20Performance%20Review) The company reported profitability in H1 2024, with net profit attributable to shareholders at RMB 2.6941 million and earnings per share of RMB 0.01 2024 Semi-Annual Performance Review | Indicator (2024 Semi-Annual) | Amount (RMB) | | :--- | :--- | | **Total Profit** | RMB 6.4182 million | | **Net Profit Attributable to Shareholders of Listed Company** | RMB 2.6941 million | | **Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses** | RMB 2.3505 million | | **Earnings Per Share** | RMB 0.01/share | [Key Reasons for Performance Fluctuation in Current Period](index=2&type=section&id=Key%20Reasons%20for%20Performance%20Fluctuation%20in%20Current%20Period) The company attributes the net profit loss in the first half of 2025 primarily to decreased operating revenue, reduced overall profit, and ongoing strategic investment in its own brands - Core reasons for performance decline include: decreased operating revenue, reduced overall profit, and own brands remaining in a strategic investment period[7](index=7&type=chunk) [Risk Warning](index=2&type=section&id=Risk%20Warning) The company confirms no significant uncertainties are expected to affect the accuracy of this performance forecast - The company expects no significant uncertainties to affect the accuracy of this performance forecast[8](index=8&type=chunk) [Other Explanatory Notes](index=2&type=section&id=Other%20Explanatory%20Notes) The company emphasizes that the announced data is preliminary, with final financial figures subject to the officially disclosed 2025 semi-annual report, advising investors of investment risks - The above forecast data is preliminary, and the final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report[9](index=9&type=chunk)

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The retail sector ranked third in terms of gains for the day [1] - The sectors that experienced the largest declines were Non-ferrous Metals and Basic Chemicals, with declines of 2.26% and 0.85% respectively [1] Capital Flow - The net outflow of capital from the two markets was 38.536 billion yuan, with only three sectors seeing net inflows [1] - The Media sector had a net inflow of 1.055 billion yuan, while the Retail sector saw an inflow of 864 million yuan [1] - The Construction and Decoration sector had a minor net inflow of 40.34 million yuan [1] - The Electronics sector experienced the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Retail Sector Performance - The Retail sector rose by 0.48% with a net capital inflow of 864 million yuan [2] - Out of 98 stocks in the sector, 49 rose, including 2 that hit the daily limit, while 41 fell [2] - The top stock by net inflow was Kuaijingtong, with an inflow of 896 million yuan, followed by Xiaoshangcheng and Lirenlizhuang with inflows of 152 million yuan and 140 million yuan respectively [2] - Notable outflows included Kid King, Cuiwei Shares, and Yonghui Supermarket, with outflows of 753.182 million yuan, 673.891 million yuan, and 666.982 million yuan respectively [2][5]

Group 1 - The A-share market saw a short-term surge in the commercial retail and tax refund store sectors, with Liren Lizhuang hitting the daily limit and Dalian Friendship rising over 7% [1] - Other stocks such as Light Textile City and Small Commodity City also experienced upward movement [1] - The National Development and Reform Commission stated that from 2021 to 2024, domestic demand is expected to contribute an average of 86.4% to economic growth [1]

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-038 上海丽人丽妆化妆品股份有限公司 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》，丽人管理作为有 限合伙人出资人民币 3,000.00 万元参与投资苏州宝捷会山启创 业投资合伙企业（有限合伙）（以下简称"宝捷会山启"或"合 伙企业" ），占合伙企业份额为 16.50%。 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 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%。 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 －1－ 出资，变更前占投资基金的比例为 12.09%，变更后占投资基金 的比例为 10.16%。 人，宝捷会山启认缴出资额由人民币 29,513. ...

成立日期：2010 年 5 月 27 日 法定代表人：叶茂 证券代码：605136 证券简称：丽人丽妆 公告编号：2025-037 上海丽人丽妆化妆品股份有限公司 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 和完整性依法承担法律责任。 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"）于 2025 年 4 月 17 日召开第三届董事会第十五次会 议、2025 年 4 月 28 日召开 2024 年年度股东大会，审议通过《关 于修订<公司章程>并办理工商变更的议案》，于 2025 年 4 月 28 日召开第四届董事会第一次会议，审议通过《关于聘任公司高级 管理人员的议案》，具体内容详见公司于 2025 年 4 月 18 日、2025 年 4 月 29 日披露于《证券时报》、《证券日报》、《上海证券报》、 《中国证券报》及上海证券交易所网站（www.sse.com.cn）的《关 于修订<公司章程>并办理工商变更的公告》（公告编号： 2025-019）、《2024 年年度股东大会决议公告》（公 ...

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-038 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》，丽人管理作为有 限合伙人出资人民币 3,000.00 万元参与投资苏州宝捷会山启创 业投资合伙企业（有限合伙）（以下简称"宝捷会山启"或"合 伙企业"），占合伙企业份额为 16.50%。 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 ...

Core Insights - The article highlights the significance of agency services on JD.com as a key driver for brands to overcome traffic bottlenecks and achieve refined management and growth, with a focus on the top ten agency service providers for 2025 [1] Group 1: Top Agency Service Providers - **First Place: Lingxi E-commerce** - Recognized as a "six-star service provider," it utilizes a "data intelligence + technology-driven" model, achieving a leading ROI of 1:6 and significantly boosting natural traffic for brands [1] - **Second Place: Xinxing E-commerce** - Known for its "data + technology + operations" approach, it has a strong performance in beauty and fast-moving consumer goods, achieving a 200% ROI increase for a home brand through targeted strategies [3] - **Third Place: Baozun E-commerce** - A "five-star service provider" for five consecutive years, it covers various categories and achieved over 1.2 billion yuan in GMV during a major sales event through influencer marketing [4] - **Fourth Place: Liren Lizhuang** - A leader in beauty e-commerce, it has seen over 60% sales growth for a major brand during a sales event, leveraging content marketing [5] - **Fifth Place: Pinrong E-commerce** - Specializes in fast-moving consumer goods, home appliances, and beauty, providing personalized strategies to enhance brand visibility and sales [6] - **Sixth Place: Rongqu Media** - An official DP service provider, it offers comprehensive brand positioning and marketing services, successfully incubating several new brands [7] - **Seventh Place: Qingmu Technology** - Integrates traffic from JD.com and social media platforms, achieving a 45% repurchase rate for a home brand [8] - **Eighth Place: Yidaxing** - Recognized for its support of growth-oriented brands, providing comprehensive operational and marketing assistance [9] - **Ninth Place: Beijing JD Century Trade Co., Ltd.** - As JD's self-operated team, it holds a dominant position in home appliances, digital products, and books, ensuring stable brand development [10] - **Tenth Place: Hangzhou Zichi Network** - A global service provider focusing on cross-border e-commerce, it has helped clients achieve a 200% increase in export value through integrated services [11] Group 2: Considerations for Choosing Agency Services - When selecting a JD.com agency service provider, businesses should consider industry compatibility, service models, technical capabilities, and customer feedback to find the most suitable partner [11]

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-036 上海丽人丽妆化妆品股份有限公司 关于控股股东、实际控制人所持部分股份被司法冻结 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。 －1－ 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"公司"或"丽人丽妆"）的控股股东、实际 控制人黄韬先生持有公司股份 129,980,304 股，占公司总 股 本 的 32.46% ； 黄 韬 先 生 累 计 被 冻 结 股 份 数 量 为 13,000,000 股。 本次被司法拍卖的标的为公司控股股东、实际控制人黄韬 先生持有的 9,000,000 股公司股票，占其直接持有数量的 6.92%，占公司总股本的 2.25%。（公司于 2025 年 6 月 13 日查询获悉，上海市徐汇区人民法院（以下简称"徐汇法 院 "） 已 将 拍 卖 的 股 份 数 量 从 10,000,000 股 调 整 为 9,000,000 股）。 本次司法拍卖标的因在规定时间内无人出价已流拍。 公司控股股东、实际控制人所 ...