| | | 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]

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 互联网电商板块走高，丽人丽妆（605136）4连板，青木科技（301110）、若羽臣（003010）、焦点科 技（002315）、南极电商（002127）、华凯易佰（300592）等跟涨。 ...

丽人丽妆盘中涨停，已连收4个涨停板，截至9:38，该股报11.41元，换手率8.10%，成交量3242.56万 股，成交金额3.64亿元，涨停板封单金额为1.48亿元。连续涨停期间，该股累计上涨46.47%，累计换手 率为37.12%。最新A股总市值达45.69亿元。 （文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.05.19 | 9.97 | 19.87 | -10522.85 | | 2025.05.16 | 10.04 | 3.09 | 4292.54 | | 2025.05.15 | 10.01 | 6.07 | 9472.95 | | 2025.05.14 | 0.91 | 2.57 | -373.03 | | 2025.05.13 | 0.65 | 2.84 | -601.05 | | 2025.05.12 | -0.13 | 2.40 | -664.92 | | 2025.05.09 | -2.04 | 3.12 | -889.78 | | 2025.05. ...

智通财经5月20日电，大消费股再度走强，美容护理、宠物经济、三胎等多股方向表现活跃，拉芳家 化、贝因美、友阿股份、丽人丽妆、浪莎股份涨停，源飞宠物、依依股份、华业香料、一鸣食品、上海 家化等多股跌超5%。消息面上，国家统计局昨日发布数据显示，4月份社会消费品零售总额37174亿 元，同比增长5.1%。 大消费股再度走强 拉芳家化等多股涨停 ...

Key Points - The article highlights various significant announcements from companies, including revenue growth, investment projects, and share buybacks [1][2] Company Announcements - Baili Electric's revenue from related businesses in 2024 will account for less than 1% of the company's total revenue [1] - Taihe Co., Ltd. plans to invest up to $150 million in a pesticide and functional chemicals project in Egypt [1] - Huakang Clean is expected to win a bid for the renovation of the second inpatient building at West China Hospital of Sichuan University [1] - YTO Express reported a revenue of 5.755 billion yuan from express products in April, a year-on-year increase of 16.32% [1] - Shentong Express reported a revenue of 4.118 billion yuan from express services in April, a year-on-year increase of 16.39% [1] - Kangping Technology plans to acquire 100% equity of Souluke Electronics for 198 million yuan [1] - Hexing Packaging intends to repurchase shares worth between 50 million to 100 million yuan [1] - Guangxi Media's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 1% [1] - Huading Co., Ltd. plans to reduce its holdings by no more than 3% [1] - Jingu Co., Ltd. received a notification from a leading global new energy vehicle company [1] - Wanrun New Energy signed a business cooperation agreement with CATL, expecting a total supply volume of approximately 1.3231 million tons [1][2] Investment Projects - Huaheng Biological plans to invest 320 million yuan in an "AI Precision Fermentation and Protein Engineering Shared Demonstration Project" [1] Share Buybacks - Kesi Technology plans to repurchase shares worth between 30 million to 50 million yuan [1] - Zhaoxun Media intends to repurchase 1.66% to 3.33% of its shares [2]