证券代码：002612 证券简称：朗姿股份 公告编号：2026-008 朗姿股份有限公司 关于公司控股股东股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人 申东日先生的函告，获悉其所持有本公司的部分股份质押，具体事项如下： 一、股东股份质押的基本情况 | 股 | 是否为控 | | 占其 | 占公 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股股东或 | | | | 是否 | | 质押 | 质押 | | | | 东 | | 本次质押数 | 所持 | 司总 | | 为补 | | | | 质押 | | 名 | 第一大股 | 量（股） | 股份 | 股本 | 为限 | 充质 | 起始 | 到期 | 质权人 | 用途 | | | 东及其一 | | | | 售股 | | 日 | 日 | | | | 称 | 致行动人 | | 比例 | 比例 | | 押 | | ...

Group 1 - The core viewpoint of the article highlights the announcement of the "Top Ten Outstanding Figures in the Medical Aesthetic Industry for 2025," with Shen Dongri, the chairman of Langzi Co., being recognized for his contributions [2]. - The selection criteria for the "Top Ten Outstanding Figures" include professional ability, performance, and industry influence [2]. - Shen Dongri, born in October 1972, is a co-founder and actual controller of the company, holding multiple leadership positions within the Langzi Group [3]. Group 2 - Under Shen Dongri's leadership, the group is expected to achieve explosive growth in net profit in 2025, with continuous expansion in the medical aesthetic business [3]. - The overall business of the group is projected to achieve stable growth through diversified layout strategies [3].

Investment Rating - The report rates the cosmetics and medical beauty industry as "Overweight" for 2025, indicating an expectation for the industry to outperform the overall market [2][11]. Core Insights - The demand side of the cosmetics and medical beauty sector is expected to accelerate, with retail sales of cosmetics projected to reach 465.3 billion yuan in 2025, a year-on-year growth of 5.1%, surpassing the overall retail growth by 1.4 percentage points [3]. - The performance of Hong Kong-listed beauty companies is strong, with significant growth in GMV (Gross Merchandise Volume) through platforms like Douyin, particularly during promotional events like Double Eleven [3]. - The A-share market shows a mixed performance, with companies like Ruoyuchen and Shanghai Jahwa experiencing substantial improvements in their earnings [3]. - The e-commerce operation sector is rebounding, with companies like Ruoyuchen and Yiwang Yichuang expected to see profit growth exceeding 50% in 2025 [3]. - The medical beauty segment is anticipated to face slight fatigue due to macroeconomic factors, but new product launches are expected to stimulate consumer interest in 2026 [3]. Summary by Sections Cosmetics Sector - Retail sales of cosmetics are projected to grow by 5.1% in 2025, with Q4 growth reaching 9.9% [3]. - Key companies such as Shiseido and Lin Qingxuan are expected to see significant GMV growth, with Lin Qingxuan projected to achieve triple-digit growth [3]. - Investment recommendations include companies with strong channel and brand matrices like Maogeping, Shiseido, and Lin Qingxuan, as well as those with improving earnings like Porlaia and Marubi [3]. Medical Beauty Sector - The medical beauty sector is expected to be impacted by macroeconomic conditions, with companies like Aimeike facing challenges [3]. - Recommendations focus on companies with strong R&D capabilities and broad product pipelines, such as Aimeike and Langzi [3]. E-commerce and Operations - The e-commerce operation sector is recovering, with companies like Ruoyuchen and Qingmu Technology expected to see significant profit growth [3]. - The report highlights the importance of self-operated brands and the potential for high growth in this segment [3]. Key Company Valuations - The report provides a valuation table for key companies, indicating a "Buy" rating for several firms including Porlaia, Maogeping, and Shiseido, with projected PE ratios reflecting growth expectations [5].

Group 1 - The core point of the news is that Langzi Co., Ltd. experienced a 5.02% drop in stock price, closing at 19.87 yuan per share, with a trading volume of 340 million yuan and a turnover rate of 6.60%, resulting in a total market capitalization of 8.791 billion yuan [1] - Langzi Co., Ltd. was established on November 9, 2006, and went public on August 30, 2011. The company specializes in the design, production, and sales of branded women's clothing [1] - The revenue composition of Langzi Co., Ltd. includes non-surgical medical beauty at 41.59%, women's skirts at 11.34%, women's tops at 11.22%, children's clothing at 10.90%, women's outerwear at 9.55%, surgical medical beauty at 6.21%, children's products at 4.70%, women's pants at 3.31%, and others at 1.18% [1] Group 2 - Among the top ten circulating shareholders of Langzi Co., Ltd., one fund under Huaxia Fund has entered the list, specifically the Huaxia CSI 1000 ETF (159845), which holds 1.2021 million shares, accounting for 0.47% of the circulating shares [2] - The Huaxia CSI 1000 ETF (159845) was established on March 18, 2021, with a latest scale of 49.908 billion yuan. It has achieved a year-to-date return of 11.54%, ranking 1470 out of 5580 in its category, and a one-year return of 47.1%, ranking 1709 out of 4271 [2] - The fund manager of Huaxia CSI 1000 ETF (159845) is Zhao Zongting, who has been in the position for 8 years and 287 days, managing a total fund asset size of 356.966 billion yuan. The best fund return during his tenure is 116.89%, while the worst is -32.63% [3]

Investment Rating - The report maintains a "Positive" outlook on the cosmetics and medical beauty industry, indicating strong performance compared to the market [2]. Core Insights - The cosmetics and medical beauty sector has outperformed the market recently, with the Shenwan Beauty Care Index rising by 2.0% from January 16 to January 23, 2026, surpassing the Shenwan A Index by 0.8 percentage points [4][5]. - December 2025 saw a significant increase in social retail sales for cosmetics, reaching 38 billion yuan, with a growth rate of 8.8%, indicating robust demand even in the off-season. The overall growth rate for Q4 was 9.9%, significantly higher than the annual growth of 5.1% for 2025, driven by promotional events like Double 11 [10][17]. - The report anticipates continued high consumer demand in Q1 2026, supported by new product launches and regulatory approvals in the medical beauty sector [10]. Summary by Sections Industry Performance - The cosmetics and medical beauty sector has shown strong performance, with the Shenwan Cosmetics Index increasing by 2.6% and the Shenwan Personal Care Index rising by 4.2%, both outperforming the Shenwan A Index [4][5]. Key Company Reviews - Lin Qingxuan (2657HK) is highlighted as a benchmark in the high-end domestic skincare market, with revenue projected to grow from 690 million yuan in 2022 to 1.21 billion yuan in 2024, representing a CAGR of 32.7%. The company is expected to turn a profit of 187 million yuan in 2024, a 120% increase year-on-year [11][12]. - Langzi Co., Ltd. (002612.SZ) forecasts a net profit of 900 million to 1.05 billion yuan for 2025, reflecting a year-on-year growth of 245.25% to 302.80% [4]. - Qingsong Co., Ltd. (300132.SZ) anticipates a net profit of 130 million to 165 million yuan for 2025, with a growth rate of 137.73% to 201.74% [4]. Market Trends - The report notes that the high-end skincare market is expanding, with the market size expected to reach 218.5 billion yuan by 2029. The concept of "oil-based skincare" is becoming mainstream, driving growth in the facial oil segment, which is projected to grow at a CAGR of 42.8% from 2019 to 2024 [12][14]. - E-commerce channels are increasingly important, with Lin Qingxuan achieving a 65.4% online revenue share in H1 2025, leveraging platforms like Douyin and Tmall for growth [13]. Sales Data - In December 2025, the total retail sales of cosmetics reached 38 billion yuan, with a year-on-year growth of 8.8%. The overall retail sales for cosmetics in 2025 were 465.3 billion yuan, reflecting a 5.1% increase [17][21].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人申东日先生的函告，获悉其 所持有本公司的部分股份质押展期，具体事项如下： 一、股东股份质押展期的基本情况 2、公司目前生产经营正常，申东日先生对公司未来发展充满信心。截至本公告披露日，公司实际控制 人申东日先生、申今花女士及其一致行动人质押的股份不存在平仓风险或被强制过户风险，且本次质押 展期行为不会导致公司实际控制权发生变更。 二、备查文件 股票质押回购客户每日持仓查询单。 特此公告。 朗姿股份有限公司 董事会 1、本次质押展期基本情况 ■ 本次质押展期不影响质押股份数量及比例，公司股东股份累计质押如下： ■ 2026年1月23日 ...

证券代码：002612 证券简称：朗姿股份 公告编号：2026-007 朗姿股份有限公司 关于公司控股股东股份质押展期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人 申东日先生的函告，获悉其所持有本公司的部分股份质押展期，具体事项如下： 本次质押展期不影响质押股份数量及比例，公司股东股份累计质押如下： | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股 | 持股比 | 本次质 押展期 前/后 | 占其所 | 占公 司总 | 已质 押股 份限 | 占已 | 未质 押股 份限 | | | 股东名称 | 数量 | 例 | 质押股 | 持股份 | 股本 | 售和 冻结、 | 质押 | 售和 | 占未质 押股份 | | | （股） | | 份数量 | 比例 | 比例 | | 股份 | 冻结 | | | | | | | | | 标记 | ...

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

Group 1: Delisting Risks - *ST Xin Yan: The Shenzhen Stock Exchange has approved the company's application to revoke the delisting risk warning due to restructuring [1] - *ST Zhong Zhuang (Rights Protection): The delisting risk warning has been revoked, but other risk warnings will continue, and the stock will be suspended for one day starting tomorrow [2] - ST Sai Wei: Expected to incur a loss of 720 million to 1.02 billion yuan in 2025, with a possibility of being subject to delisting risk warnings [3] Group 2: Earnings Forecasts - Hikvision: Expected net profit attributable to shareholders to grow by 18.46% year-on-year in 2025 [28] - Langzi Co.: Expected net profit to increase by 245.25% to 302.8% year-on-year in 2025 [4][30] - Zhaoyan New Drug: Expected net profit to increase by 214% to 371% year-on-year in 2025 [5][30] - Huachen Equipment: Expected net profit to increase by 193.64% to 242.04% year-on-year in 2025 [6][30] - Qianyuan Power: Expected net profit to increase by 160% to 190% year-on-year in 2025 [7][30] - Jin Fang Energy: Expected net profit to increase by 123.97% to 193.7% year-on-year in 2025 [8][31] - Zhongfu Industrial: Expected net profit to increase by 120.27% to 141.59% year-on-year in 2025 [9][32] - Batian Co.: Expected net profit to increase by 117.53% to 139.53% year-on-year in 2025 [10][32] - Zhongrong Electric: Expected net profit to increase by 104.89% to 131.10% year-on-year in 2025 [11][32] - Kaisheng New Materials: Expected net profit to increase by 96.47% to 150.06% year-on-year in 2025 [12][32] - Putailai: Expected net profit to increase by 93.18% to 101.58% year-on-year in 2025 [13][32] - Dongfang Iron Tower: Expected net profit to increase by 91.4% to 125.07% year-on-year in 2025 [14][32] - Pulaike: Expected net profit to increase by 89.64% to 110.11% year-on-year in 2025 [15][32] - Huabang Health: Expected profit of 660 million to 730 million yuan in 2025, turning from loss to profit [16][32] - Hongyuan Green Energy: Expected net profit of 180 million to 250 million yuan in 2025, turning from loss to profit [17][32] - Kangda New Materials: Expected profit of 125 million to 135 million yuan in 2025, turning from loss to profit [18][32] - Langxin Technology: Expected profit of 100 million to 150 million yuan in 2025, turning from loss to profit [19][32] - Hualv Biological: Expected profit of 100 million to 130 million yuan in 2025, turning from loss to profit [20][32] Group 3: Mergers and Acquisitions - Kangxin New Materials: Plans to acquire 51% of Yubang Semiconductor for 392 million yuan [21][32] - Aibo Medical: Plans to gain control of Demei Medical [22][32] Group 4: Share Buybacks and Reductions - Hengtong Co.: Plans to repurchase company shares worth 80 million to 100 million yuan [24][32] - Haier Smart Home: Plans to repurchase D shares up to 200,000 euros [29][32] - Blue Universe Co.: Shareholders plan to reduce their holdings by no more than 3.02% [29][32] - Hesheng Silicon Industry: Controlling shareholder plans to reduce holdings by no more than 3% [29][32] - Aolian Electronics (Rights Protection): Shareholder Liu Junsheng plans to reduce holdings by no more than 3% [29][32] - Bluefeng Biochemical: Hainan Wenqin plans to reduce holdings by no more than 3% [29][32] - Zhixin Precision: Shareholders plan to reduce holdings by no more than 3% [29][32] - Peking University Medical: Peking University Health plans to reduce holdings by no more than 3% [29][32] Group 5: Other Updates - Liou Co.: Self-inspection work has been completed, and the stock will resume trading on January 21 [29][32] - Yongxing Materials: The lithium mica green intelligent and efficient lithium extraction project has reached production capacity [29][32] - Debang Co.: Plans to voluntarily withdraw A shares from trading on the Shanghai Stock Exchange [29][32]

Group 1 - The National Development and Reform Commission (NDRC) plans to implement a strategy to expand domestic demand from 2026 to 2030, addressing the current issue of weak demand in the economy [2][50] - The NDRC aims to strengthen the domestic circulation of the economy and enhance the resilience of economic operations by 2025 [2][50] - The NDRC is also working on policies to promote consumption, stabilize investment, and cultivate emerging industries as part of the "14th Five-Year Plan" [58] Group 2 - Six departments, including the Ministry of Finance, have extended tax and fee incentives for the elderly care, childcare, and domestic service sectors until December 31, 2027, to support the development of community family services [3][51] - The tax incentives were first introduced in June 2019 and have been viewed as a significant support measure for the industry [3][51] Group 3 - The semiconductor company Nexperia is currently involved in a control dispute, with a court hearing held in Amsterdam regarding its management and ownership [16][64] - The dispute involves Nexperia's temporary European management and its sole shareholder, Wingtech Technology from China, following a government order that temporarily froze the company's operations [16][64] Group 4 - The stock market has experienced significant volatility, with major indices like the Dow Jones dropping over 870 points due to new tariff threats from the U.S. [10][59] - Nvidia's market value decreased by approximately $195.6 billion (around 1361.7 billion RMB) in a single day, reflecting the broader impact on technology stocks [11][60] Group 5 - Several companies are reporting substantial profit increases for 2025, with notable projections including: - Langzi Co., Ltd. expecting a net profit increase of 245.25% to 302.8% [69] - Zhaoyan New Drug forecasting a net profit increase of 214% to 371% [70] - Huachen Equipment projecting a net profit increase of 193.64% to 242.04% [71] - Other companies like Qianyuan Power and Jin Fang Energy are also expecting significant profit growth, with projections of 160% to 190% and 123.97% to 193.7% respectively [72][73]