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汤臣倍健蒸发400亿:年轻人不怕老,不怕死,只怕穷?
凤凰网财经· 2025-08-20 12:27
Core Viewpoint - The health supplement market in China is experiencing significant challenges, as evidenced by the poor performance of leading companies like汤臣倍健, which has seen substantial declines in revenue and profit. However, the overall market is still growing, driven by younger consumers seeking health products, indicating a shift in consumer behavior and preferences [3][4][32]. Group 1: Company Performance -汤臣倍健 reported a revenue of 35.32 billion yuan in the first half of 2025, a year-on-year decline of 23.43%, with a net profit of 7.37 billion yuan, down 17.34% [3]. - For the entire year of 2024,汤臣倍健's revenue was 68.38 billion yuan, a decrease of 27.3%, and net profit fell by 62.62%, marking the largest decline since its listing [3][9]. - The company's market capitalization has dropped from a peak of 600 billion yuan to approximately 209 billion yuan, resulting in a loss of nearly 400 billion yuan in value [3][9]. Group 2: Market Trends - The health supplement industry is not in decline; rather, it is evolving, with younger consumers engaging in "punk health" practices, leading to increased spending on health products [5][14]. - Data from 2023 indicates a 255% increase in consumption of uric acid monitoring products among consumers born in the 1990s, with 30% of their spending on immune-boosting supplements [15]. - Brands targeting younger demographics, such as诺特兰德 and Swisse, are thriving by employing innovative marketing strategies and product offerings [16][19]. Group 3: Challenges and Strategies -汤臣倍健's traditional marketing and distribution strategies have become outdated, leading to a significant drop in sales across its product lines [10][11]. - The company has reduced its advertising and marketing expenses, which has further contributed to declining revenues and profits [11]. - Despite launching new products,汤臣倍健 has struggled to capture the younger market, missing out on the e-commerce boom and innovative marketing tactics that competitors have successfully utilized [12][17]. Group 4: Historical Context - The Chinese health supplement market has evolved over nearly 40 years, with discussions around "intelligence tax" continuing as long as consumers fear aging, death, and loss of beauty [21][32]. - The market saw significant growth in the 1990s, but regulatory changes led to a downturn, from which汤臣倍健 and other second-generation companies emerged to dominate the market [31][32]. - Recent data shows that the health supplement market generated sales of 604.1 billion yuan in the first half of 2025, reflecting a growth of 16.2%, with specific categories like sleep management products growing by 53.1% [32].
汤臣倍健:累计回购916.84万股,回购方案实施完毕
Mei Ri Jing Ji Xin Wen· 2025-08-20 09:07
Group 1 - The revenue composition of Tongchen Baijian for the first half of 2025 is as follows: Other products account for 38.02%, capsules 27.84%, tablets 20.38%, and powders 13.76% [1] - Tongchen Baijian announced the completion of its share repurchase plan, which was executed from February 5, 2025, to July 31, 2025 [3] - The company repurchased a total of 9,168,400 shares, representing 0.5390% of its total share capital, with a total expenditure of RMB 105,201,465.00 [3]
汤臣倍健(300146.SZ):回购完成 累计耗资1.05亿元回购916.84万股
Ge Long Hui A P P· 2025-08-20 08:53
格隆汇8月20日丨汤臣倍健(300146.SZ)公布,截至2025年8月20日,本次回购期限届满,回购方案已实 施完毕。本次实际回购时间区间为2025年2月5日至2025年7月31日。公司累计通过回购专用账户以集中 竞价交易方式回购916.84万股,占公司总股本的0.5390%,最高成交价为11.95元/股,最低成交价为 10.78元/股,支付总金额为人民币1.05亿元(不含交易费用)。 ...
汤臣倍健(300146) - 关于股份回购实施结果暨股份变动公告
2025-08-20 08:44
证券代码:300146 证券简称:汤臣倍健 公告编号:2025-041 汤臣倍健股份有限公司 关于股份回购实施结果暨股份变动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误 导性陈述或重大遗漏。 汤臣倍健股份有限公司(以下简称"公司")分别于 2024 年 8 月 4 日、8 月 21 日、2025 年 2 月 25 日召开第六届董事会第十次会议、2024 年第二次临时股 东大会及第六届董事会第十四次会议,审议通过了《关于回购公司股份方案的议 案》《关于调整回购股份资金来源的议案》,同意公司使用自有资金及自筹资金以 集中竞价交易方式回购股份,用于注销并减少注册资本。本次回购资金总额不低 于人民币 10,000 万元(含),不超过人民币 20,000 万元(含),回购价格不超过 人民币 20 元/股(含),回购期限为自股东大会审议通过回购股份方案之日起不 超过 12 个月。具体内容详见公司分别于 2024 年 8 月 6 日、2025 年 2 月 26 日刊 登在巨潮资讯网的《关于回购股份方案的公告》《关于取得金融机构股票回购贷 款承诺函的公告》。 截至本公告披露日,公司本次回购 ...
食品加工板块8月20日涨0.77%,仙乐健康领涨,主力资金净流入4404.68万元
Zheng Xing Xing Ye Ri Bao· 2025-08-20 08:41
证券之星消息,8月20日食品加工板块较上一交易日上涨0.77%,仙乐健康领涨。当日上证指数报收于 3766.21,上涨1.04%。深证成指报收于11926.74,上涨0.89%。食品加工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) | | | --- | --- | --- | --- | --- | --- | --- | | 300791 | 仙乐健康 | 24.94 | 5.23% | 12.10万 | | 2.97亿 | | 836826 | 盖世食品 | 13.29 | 4.24% | 12.62万 | | 1.67亿 | | 603536 | 惠发食品 | 9.94 | 3.54% | C 20.08万 | | 1.98亿 | | 002330 | 得利斯 | 5.11 | 2.61% | 22.59万 | | 1.14亿 | | 600381 | *ST春天 | 4.60 | 2.45% | 10.98万 | | 5013.25万 | | 000639 | 西王食品 | 3.35 | 2.13% | 61.38万 | | 2.03亿 | | ...
汤臣倍健发生大宗交易 成交溢价率20.36%
Zheng Quan Shi Bao Wang· 2025-08-19 10:47
8月19日汤臣倍健大宗交易一览 | | 成交金 | | 相对当 | | | | --- | --- | --- | --- | --- | --- | | 成交量 | 额 | 成交价 | 日 | | | | (万 | (万 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股) | 元) | (元) | 溢价 | | | | | | | (%) | | | | 17.62 | 260.42 | 14.78 | 20.36 | 招商证券股份有限公司苏州华池街 | 招商证券股份有限公司苏州华池街 | | | | | | 证券营业部 | 证券营业部 | (原标题:汤臣倍健发生大宗交易 成交溢价率20.36%) 汤臣倍健8月19日大宗交易平台出现一笔成交,成交量17.62万股,成交金额260.42万元,大宗交易成交 价为14.78元,相对今日收盘价溢价20.36%。该笔交易的买方营业部为招商证券股份有限公司苏州华池 街证券营业部,卖方营业部为招商证券股份有限公司苏州华池街证券营业部。 证券时报•数据宝统计显示,汤臣倍健今日收盘价为12.28元,下跌0.49%,日换手率为1.84%,成交额为 2.57亿元,全 ...
食品饮料行业资金流入榜:酒鬼酒、五粮液等净流入资金居前
Zheng Quan Shi Bao Wang· 2025-08-19 09:09
Core Points - The Shanghai Composite Index fell by 0.02% on August 19, with 18 industries rising, led by the comprehensive and communication sectors, which increased by 3.48% and 1.87% respectively [1] - The food and beverage industry ranked third in terms of daily gains, rising by 1.04% with a net inflow of 19.81 billion yuan [2] - The electronic industry experienced the largest net outflow of funds, totaling 106.05 billion yuan, followed by the non-bank financial sector with an outflow of 84.32 billion yuan [1] Industry Summary - The food and beverage sector saw a total of 124 stocks, with 105 rising and 4 hitting the daily limit up. The top net inflow stock was Jiu Gui Jiu, with an inflow of 4.37 billion yuan [2] - The top three stocks in terms of net inflow within the food and beverage industry were Jiu Gui Jiu (4.37 billion yuan), Wu Liang Ye (2.40 billion yuan), and Shanxi Fen Jiu (1.78 billion yuan) [2] - The food and beverage sector also had notable outflows, with Anjiu Food leading at 9668.23 million yuan, followed by Jindawei and Tangchen Beijian with outflows of 4038.03 million yuan and 3626.35 million yuan respectively [3]
研报掘金丨浙商证券:维持汤臣倍健“买入”评级,下半年收入有望步入上行通道
Ge Long Hui A P P· 2025-08-19 06:24
Core Insights - The report from Zheshang Securities indicates that Tongchen Baijian's revenue decline has narrowed in Q2 2025, with expectations for stabilization and improvement in the second half of the year [1] Industry Overview - In the first half of 2025, market concentration has further decreased, and the industry shows continued differentiation across various channels [1] - Offline, the overall market remains sluggish, with a decline in foot traffic at pharmacies and a decrease in sales of dietary supplements [1] - Online, the industry continues to experience intense competition, with a rapid increase in the share of interest e-commerce, posing ongoing challenges to the overall market landscape [1] Company Strategy - In Q2, the company has been adjusting and optimizing its business strategies across various channels, resulting in a narrowing year-on-year revenue decline [1] - Looking ahead to the second half of the year, the company plans to launch new products in Q2 and Q3, and will strategically allocate marketing resources to further increase the distribution rate of new products offline [1] - Online, the company aims to enhance its overall e-commerce strategy, increase investment in upgraded core product categories, and explore sustainable operational models for interest e-commerce channels [1] - The adjustments in product and channel strategies are expected to lead to a potential revenue upturn in the second half of the year [1]
医疗健康品牌TOP15,工位养生消费成刚需|世研消费指数品牌榜Vol.60
3 6 Ke· 2025-08-19 03:52
Group 1 - The top three brands in the consumer index are Notland, Durex, and Yuwell, with scores of 1.72, 1.63, and 1.53 respectively, indicating a significant lead over other brands [1][2] - The consumer index report aims to objectively present trends in the consumption world, helping industries and brand owners track market trends and enhance competitive strength [5] Group 2 - Young professionals are increasingly seeking "fragmented health management" solutions in office settings, leading to a rise in demand for portable health products [3] - Notland has expanded its product offerings to include instant energy supplements for cyclists and complex vitamins for high-intensity mental workers, solidifying its position in the health and fitness sector [3] - Brands like Yuwell and Cofos are integrating traditional Chinese medicine concepts with micro-technology to create portable health devices, catering to the need for convenient wellness solutions [3] Group 3 - The eye care market is evolving into a "beauty and health dual-core" driven era, with brands focusing on material science breakthroughs and comprehensive health management services [3] - Fashion brands such as Moody and Kela are leveraging technological innovation and style to attract young consumers, with Moody launching a new silicone hydrogel series and Kela promoting seasonal designs [4] - Professional brands like CooperVision and Alcon are addressing vision correction and eye health with high-end daily care products, tapping into the premium market segment [4]
食品加工板块8月18日涨0.55%,*ST春天领涨,主力资金净流出9640.35万元
Zheng Xing Xing Ye Ri Bao· 2025-08-18 08:38
证券之星消息,8月18日食品加工板块较上一交易日上涨0.55%,*ST春天领涨。当日上证指数报收于 3728.03,上涨0.85%。深证成指报收于11835.57,上涨1.73%。食品加工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) | | | --- | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 4.41 | 5.00% | 6.66万 | 2913.05万 | | | 600530 | 交大昂立 | 60'8 | 3.85% | 18.56万 | 1.48亿 | | | 002626 | 全达威 | 19.65 | 3.37% | 20.87万 | | 4.09亿 | | 836826 | 盖世食品 | 12.50 | 2.88% | - 4.46万 | 5546.05万 | | | 605089 | 味知香 | 26.30 | 2.81% | 1.69万 | 4377.88万 | | | 002216 | 三全食品 | 11.43 | 2.14% | 12.60万 | | 1.43 ...