Core Viewpoint - Ruoyuchen (003010.SZ) announced that its shareholder, Langzi Co., plans to reduce its stake by up to 4.768 million shares, representing no more than 3% of the total share capital, without significantly impacting the company's governance or future operations [1] Group 1: Company Performance - Ruoyuchen reported a 30% increase in revenue and a 95% surge in net profit attributable to shareholders for the year 2024, making it the most profitable e-commerce operation company listed [3] - The company's stock price has risen over 400% in the past year, reflecting strong market confidence [3] - In Q1 2025, net profit continued to grow, increasing by 114% year-on-year, indicating sustained high growth [3] Group 2: Shareholder Actions - Langzi Co. plans to reduce its holdings through centralized bidding and/or block trading within three months after the announcement, starting 15 trading days from the announcement date [1] - The maximum value of Langzi Co.'s potential share reduction is estimated at 342 million yuan based on the current stock price [1] Group 3: Market Sentiment - The company's chairman, Wang Yu, expressed concerns about maintaining high growth rates amidst rising stock prices and market expectations [3] - The company has seen a significant increase in investor interest, with seven investor meetings held since September 2024, surpassing the total since its listing [3]

Group 1 - Zhongying Electronics' controlling shareholder is planning a change in control, leading to a stock suspension starting June 9, 2025, for up to 2 trading days [3] - Lianhua Technology clarified that it does not directly produce chlorantraniliprole, and the related matters have limited impact on the company's overall performance [4] - Longshen Rongfa's subsidiary received CNAS laboratory accreditation, which is expected to positively influence future operations, though it will not significantly impact current performance [5] Group 2 - Yisheng Co. reported May sales of breeding pigs at 10,849 heads, a year-on-year increase of 207.08%, with significant sales increases attributed to delayed orders from April [7] - Shentong Technology's shareholder plans to reduce its stake by up to 3%, amounting to no more than 12.88 million shares [9] - Ruoyuchen's major shareholder intends to reduce its stake by up to 3%, not exceeding 476.81 million shares [10] Group 3 - Oujing Technology's major shareholder plans to reduce its stake by up to 3%, not exceeding 577.22 million shares [12] - Jindan Technology's shareholder plans to reduce its stake by up to 2.93%, amounting to no more than 563.5 million shares [13] - Huashu Gaoke's shareholder intends to reduce its stake by up to 2.2%, not exceeding 911.17 million shares [14] Group 4 - Zhongke Soft's major shareholder plans to reduce its stake by up to 2%, not exceeding 16.62 million shares [15] - Hengrun Co.'s shareholders plan to collectively reduce their stake by up to 1.89%, with specific reductions from various shareholders [16] - Del Shares' shareholder plans to reduce its stake by up to 1.987%, not exceeding 3 million shares [17] Group 5 - Jianke Institute's shareholder plans to reduce its stake by up to 1%, not exceeding 146.66 million shares [18] - Mindong Electric's shareholder plans to reduce its stake by up to 1%, not exceeding 457.95 million shares [19] - Puli Software's chairman and executives plan to collectively reduce their stake by up to 0.69% [20]

证券代码：003010 证券简称：若羽臣 公告编号：2025-052 广州若羽臣科技股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股 5%以上的股东朗姿股份有限公司保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、广州若羽臣科技股份有限公司（以下简称"公司"、"若羽臣"）股东朗姿股份有限公司 （以下简称"朗姿股份"）持有公司股份11,602,720股,占公司总股本比例为7.30%（总股本以 公司当前总股本164,030,506股剔除公司截至目前已披露回购结果的回购专用证券账户持有 的5,094,800股后的股份数量158,935,706 股为计算依据，下同）。 2、公司于近日收到朗姿股份出具的《关于拟减持广州若羽臣科技股份有限公司部分股份 的告知函》，朗姿股份计划以集中竞价和/或大宗交易合计减持公司股份数量不超过4,768,071 股，不超过若羽臣总股本的3%。上述股东以集中竞价和/或大宗交易方式减持公司股份的，自 本减持计划公告之日起15个交易日后的3个月内进行（如遇送股、资本公 ...

截至2025年6月6日收盘，若羽臣（003010）报收于71.69元，较上周的65.46元上涨9.52%。本周，若羽 臣6月5日盘中最高价报82.5元，股价触及近一年最高点。6月3日盘中最低价报65.95元。本周共计2次涨 停收盘，无跌停收盘情况。若羽臣当前最新总市值117.59亿元，在互联网电商板块市值排名4/19，在两 市A股市值排名1338/5148。 本周关注点 交易信息汇总 广州若羽臣科技股份有限公司股票交易价格连续3个交易日内（2025年5月30日、2025年6月3日、2025年 6月4日）收盘价格涨幅偏离值累计超过20％，属于股票交易异常波动情形。公司董事会核实情况如下： 公司前期披露的信息不存在需要更正、补充之处；未发现近期公共传媒报道可能或已经对本公司股票交 易价格产生较大影响的未公开重大信息；公司近期经营情况正常，内外部经营环境未发生重大变化；公 司、控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项或处于筹划阶段的重大事项； 控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形。董事会确认目前没有任何根据 《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的事 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 证券代码：003010 证券简称：若羽臣 公告编号：2025-050 广州若羽臣科技股份有限公司 关于股票交易异常波动公告 三、不存在应披露而未披露信息的说明 广州若羽臣科技股份有限公司（以下简称"公司"或"本公司"）（股票简称： 若羽臣，股票代码：003010）股票交易价格连续 3 个交易日内（2025 年 5 月 30 日、 2025 年 6 月 3 日、2025 年 6 月 4 日）收盘价格涨幅偏离值累计超过 20％，根据《深 圳证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会发函对公司控股股东和实际控制人就相 关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息； 3、公司近期经营情况正常，内外部经营环境未发生重大变化； 4、公司、控股股东及实际控制人不存在关于公司的应披 ...

证券代码：003010 证券简称：若羽臣 公告编号：2025-051 广州若羽臣科技股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 广州若羽臣科技股份有限公司（以下简称"公司"）于2025年2月19日召开 第四届董事会第五次会议，审议通过了《关于2025年度第一期回购公司股份方案 的议案》。公司将使用自有资金和股票回购专项贷款资金通过深圳证券交易所股 票交易系统以集中竞价交易方式回购部分公司发行的人民币普通股（A股）股票。 本次回购股份的资金总额将不低于人民币10,000万元（含），且不超过人民币 20,000万元（含），回购价格不超过42.40元/股（含）。本次回购股份实施期限 为自董事会审议通过回购股份方案之日起12个月内。具体内容详见公司刊登在 《上海证券报》《证券日报》《证券时报》《中国证券报》和巨潮资讯网 （http://www.cninfo.com.cn）上的《关于2025年度第一期回购公司股份方案的 公告》（公告编号：2025-014）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9号 ...

2连板若羽臣：目前经营情况正常 不存在应披露而未披露的重大事项 金十数据6月4日讯，若羽臣公告称，公司股票交易价格连续3个交易日内收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。经核实，公司前期披露的信息不存在需要更正、补充之处，近期经 营情况正常，内外部经营环境未发生重大变化，公司、控股股东及实际控制人不存在关于公司的应披露 而未披露的重大事项。 ...

Group 1 - The market experienced a rebound on June 3, with major indices showing slight increases, and the total trading volume in Shanghai and Shenzhen reaching 1.14 trillion, an increase of 22.3 billion compared to the previous trading day [1] - The focus of the market was on the pharmaceutical and consumer sectors, with over 3,300 stocks rising, leading to the Shanghai Composite Index increasing by 0.43%, the Shenzhen Component Index by 0.16%, and the ChiNext Index by 0.48% [1] - The drone concept gained traction following Ukraine's significant drone attack on Russian airbases, with companies like Yongyue Technology and Zhongtian Rocket achieving consecutive gains [1] Group 2 - BioNTech announced a licensing agreement with Bristol-Myers Squibb for its new cancer drug BNT327, which could yield up to 11.1 billion in milestone payments, highlighting the ongoing trend of large-scale business development agreements in the innovative drug sector [2] - The consumer market saw a resurgence during the Dragon Boat Festival, with new consumption trends emerging, particularly in the 618 shopping event, where companies like Pop Mart, Laopu Gold, and Mixue Group reached new historical highs [2] - The health beverage sector also saw significant activity, with companies like Yinyuan Health achieving a full limit-up, and others like Ruoyuchen, Wancheng Group, and Caibai Co. hitting historical highs [2]

Core Viewpoint - The cosmetics retail sales in China for January to April 2025 showed a year-on-year increase of 4%, underperforming the overall retail market by 0.7 percentage points, but this represents an improvement compared to 2024. The industry is characterized by four key trends: innovation in personal care products, breakthroughs in ingredient technology, rising emotional consumption, and the continuation of affordable consumption [1][3]. Investment Recommendations - The company recommends increasing holdings in the personal care sector, highlighting quality companies that benefit from product innovation and opportunities in Douyin channels, with key recommendations including Ruoyuchen (003010), Dengkang Oral (001328), and Runben Co. [2] - In the beauty sector, structural opportunities are identified, with key recommendations for companies like Jinbo Biological, Juzi Biological, and Marubi Co. that are positioned to benefit from the collagen restructuring trend. Additionally, brands like Maogeping, Shumei Co., Proya (603605), and Shanghai Jahwa (600315) are expected to gain from the overall increase in domestic market share [2]. - Companies expected to bottom out and potentially see a turning point include Lafang Household (603630), Shuiyang Co. (300740), Betaini (300957), Furuida (600223), Huaxi Biological, Fulejia (301371), Meilitiantian Medical Health, and Qingsong Co. (300132) [2]. Industry Overview - Demand remains stable, with the rise of domestic brands in the beauty and personal care sectors accelerating. The cosmetics retail sales for January to April 2025 increased by 4% year-on-year, which is a 0.7 percentage point underperformance compared to the overall retail market, but shows improvement from 2024. The overall demand is stable, with leading domestic brands performing well and the rise of new domestic brands spreading from beauty to personal care categories [3][4]. Trends - The industry is witnessing several trends: 1) Personal care transformation with new products in traditional categories, supported by content e-commerce creating a favorable environment for new product launches [4]. 2) Ingredient innovation, particularly in collagen restructuring, with various types and structural innovations expanding application scenarios [4]. 3) Emotional consumption, where cultural, stylistic, and experiential demands are driving the growth of domestic trends in cosmetics and fragrances [4]. 4) Affordable consumption, where the trend for cost-effectiveness continues under supply-demand resonance, benefiting strong supply chains and well-operated brands [4]. Key Companies - Looking ahead to 2025, the market risk appetite is expected to recover significantly. The beauty sector is characterized by substantial changes and a clear trend of rising domestic brands, indicating strong growth potential and leadership in new consumption [5]. The differentiation among brands is increasing, emphasizing the selection of high-growth targets driven by product innovation and attention to marginal improvements [5].

Market Overview - The three major A-share indices rebounded collectively, with the Shanghai Composite Index rising by 0.48%, the Shenzhen Component Index by 0.35%, and the ChiNext Index by 0.73% [1] - The total market turnover reached 763.9 billion yuan, a decrease of 7.7 billion yuan compared to the same period of the previous trading day [1] - Over 3,400 stocks in the market experienced gains [1] Sector Performance - The gold sector led the market, with Western Gold hitting the daily limit [1][9] - The innovative drug sector remained active, with stocks like Wanbangde and Qianhong Pharmaceutical also hitting the daily limit [1] - The new consumption concept saw renewed activity, with stocks like Ruoyuchen and Wancheng Group hitting their historical highs [1][12] Sports Sector Impact - The Jiangsu City Football League ("Su Chao") attracted significant attention, with 15,669 fans attending a match despite rain [3] - The popularity of "Su Chao" translated into the capital market, with Jinling Sports hitting a 20% limit up and 11 stocks in the Jiangsu sector reaching their daily limits [4][6] Gold Market Insights - Gold prices rebounded, with COMEX gold futures surpassing $3,400 per ounce [11] - The gold sector in both A-shares and Hong Kong stocks showed strong performance, with several companies like China Silver Group and Zijin Mining also experiencing gains [9][11] New Consumption Trends - The new consumption sector saw significant growth, with stocks like Ruoyuchen and Wancheng Group achieving historical highs [12] - Recent data indicated that several new consumption stocks have seen their prices more than double, with Ruoyuchen and Wancheng Group increasing over four times [18]