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： 2025 年 5 月 15 日至 5 月 23 日期间，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"）股票累计涨 幅 86.26%，累计换手率 122.91%，上述指标均远高于行业同期平 均水平，可能存在一定炒作情形，后续股票可能存在较大下跌风 险。公司郑重提醒广大投资者充分了解二级市场交易风险，理性 投资、注意投资风险。 公司股票价格于 2025 年 5 月 21 日、22 日和 23 日连续三 个交易日内日收盘价格涨幅偏离值累计超过 20%。根据上海证券 交易所的相关规定，属于股票交易异常波动情形。 相关媒体报道、市场传闻说明及风险提示：自上市以来， 公司的主营业务始终为电商零售和品牌营销运营服务，核心内容 为接受品牌方的委托,在线上开设、运营官方旗舰店，以实现产 品的在线销售，至今主营业务及商业模式均未发生重大变化。公 司销售的含有"麦角硫因"成分的产品销售收入整体占比不到 1%，对于公司日常经营及整体业绩影响很小，未来产品发展仍 －1 ...

Group 1 - The stock of Liren Lizhuang has experienced a significant increase, achieving 6 limit-ups in 7 trading days, with a cumulative increase of 86.26% and a turnover rate of 122.15% [2] - As of 14:42, the stock's trading volume reached 104 million shares, with a transaction amount of 1.406 billion yuan and a turnover rate of 25.96% [2] - The latest total market capitalization of the stock in the A-share market is 5.811 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger List three times due to a cumulative deviation in price increase of 20% over three consecutive trading days, a daily turnover rate of 20%, and a daily price deviation of 7% [2] - The net buying amount from the leading brokerage firms on the list totaled 20.8015 million yuan [2] Group 3 - The company's Q1 report revealed total operating revenue of 361 million yuan, a year-on-year decrease of 23.58%, and a net profit of -18 million yuan, a year-on-year decline of 91.93% [2]

Group 1 - The stock of Liren Lizhuang (605136) increased by 5.10% with a turnover rate of 29.13% and a trading volume of 1.508 billion yuan, showing a fluctuation of 13.74% [2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net selling amount of 5.5683 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 252 million yuan, with a buying amount of 123 million yuan and a selling amount of 129 million yuan, resulting in a net selling of 5.5683 million yuan [2] Group 2 - The largest buying brokerage was Guotai Junan Securities Co., Ltd. Beijing Financial Street Securities Branch, with a buying amount of 46.8614 million yuan, while the largest selling brokerage was Huatai Securities Co., Ltd. Shanghai Wuding Road Securities Branch, with a selling amount of 35.4334 million yuan [2] - The stock experienced a net outflow of 62.7163 million yuan in main funds today, with a significant single net outflow of 34.1469 million yuan and a large single net outflow of 28.5694 million yuan [2] - Over the past five days, the main funds have seen a net outflow of 11.0344 million yuan [2] Group 3 - The company's Q1 report revealed a total revenue of 361 million yuan, representing a year-on-year decline of 23.58%, and a net profit of -18.322 million yuan [2]

Core Viewpoint - The stock price of Shanghai Liren Lizhuang Cosmetics Co., Ltd. (605136 SZ) rose by 5.10% to close at 13.19 yuan per share, ending a five-day trading surge, despite the company indicating that its products containing "ergothioneine" contribute less than 1% to overall sales revenue, thus having minimal impact on its performance [1][6]. Company Summary - Liren Lizhuang's stock price has seen a cumulative increase of 61.10% from May 15 to May 21, with a turnover rate of 67.05%, significantly higher than the industry average [1]. - The company has reported a continuous decline in revenue over the past four years, with a revenue of 1.728 billion yuan in 2024, a year-on-year drop of 37.44%, and a net loss of 24.4 million yuan, a decline of 182.64% [6]. - In Q1 2025, the company recorded a revenue of 361 million yuan, down 23.58% year-on-year, and a net loss of 18.32 million yuan, which is an increase in losses compared to the same period last year [6]. - The company has indicated uncertainty regarding its ability to turn a profit in the first half of 2025 [6]. Industry Summary - Ergothioneine has recently gained attention in the market, with companies like Kelong Pharmaceutical promoting products containing this ingredient, leading to a surge in related stocks, including Liren Lizhuang [2][5]. - Ergothioneine is recognized as a fifth-generation antioxidant and is increasingly popular among consumers due to its superior performance and higher product prices compared to competitors [5]. - The ingredient is known for its various physiological functions, including free radical scavenging and anti-inflammatory properties, and is used in some cosmetics and skincare products [5].

| | | 5月21日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点追踪 | 丽人丽妆 | 销售的含有"麦角硫因"成分的产品销售收入整体占比不到1% | | 项目投资 | 维力医疗 | 拟设立印尼孙公司并投资建设印尼生产基地 | | 中标合同 | 达实智能 | 签署1150万元零碳智慧工厂高效机房及水蓄冷项目合同 | | 受让认缴权 | 佛山照明 | 国星光电拟以零对价受让百千万基金1120万元基金份额对应的认缴权 | | 股权收购 | 国网信通 | 拟18.53亿元收购国网信通亿力科技100%股权 | | 回购 | *ST波导 | 拟斥资6000万元-1.2亿元回购股份 | | 增减持 | 特发服务 | 银坤公司、龙信建设、嘉兴创泽拟减持合计不超3%股份 | | | 上海菜士 | 控股股东拟增持2.5亿元-5.0亿元公司股份 | | 其他 | 金固股份 | 收到某全球龙头车企的定点通知书 | | | 洁美科技 | 柔震科技与某固态电池生产企业签署战略合作框架协议 早稲隆に | 【热点追踪】 浙江荣泰(603119.SH)：拟在浙江嘉兴设立全资子公司加 ...

Group 1 - The stock price of Liren Lizhuang (605136) has surged significantly due to the "ergothioneine" concept, with a cumulative increase of 46.47% over four consecutive trading days [1] - Liren Lizhuang announced that its stock price had deviated by more than 20% over two consecutive trading days, indicating abnormal trading activity [1] - The company cautioned investors about the potential risks associated with the recent stock price surge and emphasized the importance of rational investment [1] Group 2 - The market is currently focused on the "ergothioneine" ingredient, which is primarily positioned for skin conditioning and beauty enhancement, although it is a minor additive [1] - Kolun Pharmaceutical's (002422) chairman has personally endorsed the ergothioneine capsules, which has drawn significant attention in the capital market [2] - Liren Lizhuang's own brand products, such as "Qianjin Jiguang Drink," contain ergothioneine, but the sales revenue from these products was only 400.60 million yuan in Q1 2025, accounting for less than 1% of overall revenue [3] Group 3 - Liren Lizhuang reported net losses of 24.40 million yuan and 18.32 million yuan for the years 2024 and Q1 2025, respectively [3] - Other listed companies, including Jindawei (002626), Zhejiang Zhenyuan (000705), and Guoyao Modern (600420), have stated they do not currently produce ergothioneine raw materials or related products [3] - Jincheng Pharmaceutical (300233) mentioned that ergothioneine has various physiological functions and can be used in food, pharmaceuticals, and skincare products, but it has not yet significantly impacted their performance [3]

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-032 上海丽人丽妆化妆品股份有限公司 公司 2024 年和 2025 年第一季度归属于上市公司股东的净 利润分别为-2,440.03 万元和-1,832.20 万元，2024 年以及 2025 年 第一季度业绩均出现亏损。此外，结合当前互联网电商行业发展 趋势及整体销售情况分析，公司 2025 年半年度业绩能否实现扭 亏为盈尚存在不确定性。公司再次提醒广大投资者：近期公司股 价短期涨幅较大，但行业及公司基本面均未发生重大变化，股价 未来存在较大下跌风险，请勿盲目跟风炒作。 股票交易风险提示性公告 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。 重要内容提示： 上海丽人丽妆化妆品股份有限公司（以下简称"公司"） 股票价格自 2025 年 5 月 15 日至 5 月 21 日连续五个交易日涨停， 公司已连续两次披露了《股票交易异常波动公告》（公告编号： 2025-029 号、2025-031 号）以及《股票交易风险提示性公告》（公 告编号：2025-030 号）。 ...

总体看，在经济换档期，企业由追求增量的"野蛮扩张"路径向开源节流的高质量可持续经营方式转变，市场关注的重点也由企业的成长性转换为注重切实的 投资回报，选择现金流率较高的公司较为贴合这一趋势。 近期新消费逐步走热，年轻群体出于悦己需求，偏好体验式互动式消费，热爱个性化、多元化品类，同时追求舒适性与自然，丽人丽妆、一心堂等成份股既 为新消费概念股，同时现金流指标也较优秀。 | < コ | | | 全指现金流ETF(563770.SH) | | | --- | --- | --- | --- | --- | | 交易中 05-21 10:19:30 | | | | | | 1.021 | | 昨收 | 1.009 | 流通盘 | | +0.012 +1.19% | | 开盘 | 1.010 | 流通值 | | 最高 | 1.022 | 成交量 | 19.3 万 | 换手率 | | 最低 | 1.010 | 成交额 | 1967万 | 均价 | | IOPV | 1.0221 | 溢折率 | -0.11% | 贴水率 | | 净值走势 招商中证全指自由现金流ETF(563770.OF) 1.0102 +0.3 | | ...

证券代码：605136 证券简称：丽人丽妆 公告编号：2025-031 上海丽人丽妆化妆品股份有限公司 股票交易异常波动公告 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。 重要内容提示： 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"）股票价格于 2025 年 5 月 19 日、5 月 20 日连续 两个交易日内日收盘价格涨幅偏离值累计超过 20%。根据上海证 券交易所的相关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前日常经营活动一切正常，市场环境、 行业政策没有发生重大调整。概念炒作风险 （二）重大事项情况 经公司董事会自查及发函问询控股股东、实际控制人，截 至本公告披露日，公司不存在应披露而未披露的重大信息。 相关媒体报道、市场传闻说明及风险提示：就目前市场上 较为关注的"麦角硫因"成分，公司销售的含有"麦角硫因"成 分的"千金极光饮"产品 2025 年第一季度累计成交金额（GMV） 仅为 400.60 万元，销售收入整体占比不到 1%，对于 ...

Group 1 - The core point of the article is that Liren Lizhuang (605136) has released a notice regarding the market's attention on the ingredient "ergothioneine" [1] - The cumulative transaction amount (GMV) for the product "Qianjin Jiguang Drink," which contains "ergothioneine," was only 4.006 million yuan in the first quarter of 2025, accounting for less than 1% of the company's overall sales revenue [1] - The impact of this product on the company's daily operations and overall performance is minimal, and there remains significant uncertainty regarding future product development [1]