Core Viewpoint - Liren Lizhuang (605136.SH) is expected to report a net loss attributable to shareholders of the listed company ranging from 63.2 million to 79 million yuan for the year 2025, indicating a significant financial downturn [1] Group 1 - The anticipated net loss for 2025 is primarily due to the company's self-owned brands being in the product innovation and marketing promotion phase, leading to continuous investment in research and marketing without generating corresponding economic benefits [1] - The operational losses are attributed to the management of self-owned brand stores [1]

2025年公司归属于上市公司股东的净利润出现亏损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。 格隆汇1月20日丨丽人丽妆(605136.SH)公布，经财务部门初步测算，预计2025年年度实现归属于上市公 司股东的净利润为-7,900.00万元至-6,320.00万元，将出现亏损。预计2025年年度实现归属于上市公司股 东的扣除非经常性损益的净利润为-8,300.00万元至-6,640.00万元。 ...

证券之星消息，1月20日互联网电商板块较上一交易日下跌0.52%，丽人丽妆领跌。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。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) | | --- | --- | --- | --- | --- | --- | | 600539 | 狮头股份 | 11.54 | 10.01% | 16.62万 | 1.87亿 | | 301001 | 凯淳股份 | 34.12 | 3.43% | 9.72万 | 3.33亿 | | 002803 | 吉宏股份 | 19.81 | 1.59% | 18.06万 | 3.59亿 | | 003010 | 若羽臣 | 38.59 | 0.68% | ﻝ 7.42万 | 2.85亿 | | 300592 | 华凯易佰 | 12.70 | 0.47% | 14.81万 | 1.90亿 | | 301110 | 青木科技 | 76.35 | 0.42% | 4.71万 | 3.60亿 | | 600365 | ST通葡 | 3.2 ...

Core Viewpoint - The company, Liren Lizhuang (605136.SH), is expected to report a net loss for the year 2025, with projected losses ranging from 79 million to 63.2 million yuan for shareholders of the listed company [1] Financial Projections - The estimated net profit attributable to shareholders for 2025 is projected to be between -79 million yuan and -63.2 million yuan [1] - The projected net profit, excluding non-recurring gains and losses, is expected to be between -83 million yuan and -66.4 million yuan [1] Reasons for Loss - The anticipated losses are primarily due to the company's self-owned brand being in the product innovation and marketing promotion phase, leading to continuous investment in research and marketing without generating corresponding economic benefits [1] - The operational losses from self-owned brand stores are also contributing to the overall expected losses [1]

证券代码：605136 证券简称：丽人丽妆 公告编号：2026-001 上海丽人丽妆化妆品股份有限公司 2025 年年度业绩预告 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。 重要内容提示： 1、本期业绩预告适用于净利润为负值的情形。 2、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"）预计 2025 年实现归属于上市公司股东的净利润 为-7,900.00 万元至-6,320.00 万元，将出现亏损。 预计归属于上市公司股东的扣除非经常性损益的净利润为 -8,300.00 万元至-6,640.00 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 二、上年同期业绩情况 （一）2024 年利润总额：-1,702.05 万元，归属于上市公司 股东的净利润：-2,440.03 万元，归属于上市公司股东的扣除非经 常性损益的净利润：-3,998.33 万元。 （二）每股收益：-0.06 元/股。 三、本期业绩变动的主要原因 2025 年公司归属于上 ...

证券之星消息，1月16日互联网电商板块较上一交易日下跌1.51%，丽人丽妆领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。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出4.6亿元，游资资金净流入8212.8万元，散户资 金净流入3.78亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002803 | 吉宏股份 | 2668.33万 | 6.82% | 978.58万 | 2.50% | -3646.90万 | -9.32% | | 301381 | 赛维时代 | 462.12万 | 2.98% | 349.73万 | 2.25% | -811.85万 | -5.23% | | 002024 | ST易购 | 258.04万 | 7.14% | -557.27万 | -15.42% ...

（原标题：丽人丽妆涨停，上榜营业部合计净买入8509.90万元） 丽人丽妆(605136)今日涨停，全天换手率6.94%，成交额3.60亿元，振幅10.68%。龙虎榜数据显示，营 业部席位合计净买入8509.90万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 4011.13 | | | 买二 | 华鑫证券有限责任公司上海莲花路证券营业部 | 3499.70 | | | 买三 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营 业部 | 1431.91 | | | 买四 | 国泰海通证券股份有限公司广州东风中路证券营业部 | 888.35 | | | 买五 | 中泰证券股份有限公司常州惠国路证券营业部 | 769.21 | | | 卖一 | 国泰海通证券股份有限公司总部 | | 669.07 | | 卖二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营 业部 | | 508.93 | | 卖三 | 中信证券股份有限公 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300792 | 壹网壹创 | 49.30 | 20.01% | 52.82万 | | 24.16亿 | | 301001 | 凯淳股份 | 42.66 | 20.00% | 12.88万 | | 5.21亿 | | 605136 | 丽人丽妆 | 13.26 | 10.04% | 27.81万 | | 3.60亿 | | 002640 | 跨境通 | 5.04 | 7.92% | 412.59万 | | 20.59亿 | | 002315 | 焦点科技 | 61.22 | 6.10% | 31.93万 | | 19.62 Z | | 603613 | 国联股份 | 31.21 | 5.98% | 41.27万 | | 12.79亿 | | 301381 | 赛维时代 | 24.15 | 5.27% | 15.00万 | | 3.61亿 | | 002803 | 吉宏股份 | 19.70 | 5.07% | 33.63万 | | 6 ...

Market Overview - The internet e-commerce sector experienced a decline of 1.46% on January 13, with Qingmu Technology leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances included: - Saiwei Times (301381) closed at 22.94, up 0.88% with a trading volume of 114,200 shares and a transaction value of 265 million [1] - ST Yigou (002024) closed at 1.66, up 0.61% with a trading volume of 350,700 shares and a transaction value of 57.89 million [1] - Qingmu Technology (301110) closed at 93.10, down 5.97% with a trading volume of 126,800 shares and a transaction value of 1.239 billion [2] Capital Flow - The internet e-commerce sector saw a net outflow of 506 million from main funds, while retail investors contributed a net inflow of 508 million [2] - Detailed capital flow for selected stocks showed: - Liren Lizhuang (605136) had a main fund net inflow of 14.37 million, while retail investors had a net inflow of 1.06 million [3] - ST Yigou (002024) had a main fund net inflow of 7.48 million, but a significant retail outflow of 1.40 million [3]

Core Viewpoint - The rise of Generative Engine Optimization (GEO) is reshaping digital marketing strategies as user information acquisition methods evolve, with nearly 500 million monthly active users in China and over 1.27 billion globally [1][2] Group 1: GEO Overview - GEO focuses on whether brand content can be understood and recommended by AI models, contrasting with traditional SEO which optimizes keywords and rankings [1][2] - The implementation of GEO is expected to significantly enhance customer acquisition conversion rates, with a reported increase of 2.8 times compared to traditional search methods, and a 40% reduction in user decision-making cycles [3] Group 2: Market Trends - The Chinese GEO market is experiencing rapid growth, with a year-on-year increase of 215% projected for Q2 2025, and over 78% of enterprise decision-makers prioritizing AI search optimization in their digital transformation strategies [3] - Gartner predicts a 25% decline in traffic from traditional search engines by 2026, as AI chatbots and other virtual AI optimization methods capture more market share [3] Group 3: Impact on Marketing Strategies - The transformation in marketing models is compelling brands to adjust their advertising strategies, particularly affecting small and medium-sized brands that may lack the necessary technology and content production capabilities for GEO [4] - E-commerce operators that prioritize GEO are expected to benefit, as they can quickly establish GEO content generation capabilities and provide comprehensive services from semantic analysis to performance tracking [4] Group 4: Investment Recommendations - E-commerce operators are positioned to capitalize on the shift from SEO to GEO, with specific recommendations including RuYueChen (003010.SZ), YiWanYiChuang (300792.SZ), and ShuiYang Co. (300740.SZ) [5] - Related companies include QingMu Technology (301110.SZ), LiRenLiZhuang (605136.SH), BaoZun E-commerce (BZUN.US), and KaiChun Co. (301001.SZ) [5]