沪指9月4日下跌1.25%，申万所属行业中，今日上涨的有11个，涨幅居前的行业为商贸零售、美容护 理，涨幅分别为1.63%、1.19%。美容护理行业位居今日涨幅榜第二。跌幅居前的行业为通信、电子， 跌幅分别为8.48%、5.08%。 资金面上看，两市主力资金全天净流出925.47亿元，主力资金净流入的行业仅有3个，银行行业净流入 资金29.25亿元；商贸零售行业净流入资金18.65亿元；美容护理行业净流入资金8332.65万元。 （文章来源：证券时报网） 美容护理行业今日上涨1.19%，全天主力资金净流入8332.65万元，该行业所属的个股共29只，今日上涨 的有24只，涨停的有2只；下跌的有5只。以资金流向数据进行统计，该行业资金净流入的个股有19只， 其中，净流入资金超千万元的有7只，净流入资金居首的是依依股份，今日净流入资金7621.29万元，紧 随其后的是拉芳家化、青岛金王，净流入资金分别为2132.63万元、2029.14万元。美容护理行业资金净 流出个股中，资金净流出超千万元的有5只，净流出资金居前的有爱美客、嘉亨家化、水羊股份，净流 出资金分别为4899.63万元、1238.29万元、1129. ...

Market Overview - The cosmetics sector experienced a decline of 1.93% on September 3, with Jiaheng Jiahua leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Bawei Co. (837023) saw an increase of 2.86%, closing at 20.17 with a trading volume of 70,000 shares and a turnover of 139 million yuan [1] - Lafang Jiahua (603630) increased by 2.46%, closing at 28.35 with a trading volume of 171,800 shares and a turnover of 496 million yuan [1] - Jiaheng Jiahua (300955) experienced the largest decline of 8.73%, closing at 32.09 with a trading volume of 141,300 shares and a turnover of 475 million yuan [2] - Other notable declines include Huaye Fragrance (300886) down 6.05% and Jincheng New Materials (300849) down 3.78% [2] Capital Flow Analysis - The cosmetics sector saw a net outflow of 176 million yuan from institutional investors, while retail investors contributed a net inflow of 95.35 million yuan [2] - The main capital inflow and outflow for individual stocks showed that Lafang Jiahua had a net inflow of 28.51 million yuan from institutional investors, while Jiaheng Jiahua had a net outflow of 7.93 million yuan [3] - The overall trend indicates a mixed sentiment among retail and institutional investors, with retail investors showing some interest despite the overall sector decline [2][3]

Market Overview - The cosmetics sector experienced a decline of 0.97% on September 2, with Huaye Fragrance leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Jiahen Jiahua (300955) saw a significant increase of 7.16%, closing at 35.16 with a trading volume of 127,400 shares and a turnover of 437 million yuan [1] - Other notable gainers included Bawi Co. (837023) with a 3.87% increase and Lafang Jiahua (603630) with a 2.60% increase [1] - Conversely, Huaye Fragrance (300886) led the declines with a drop of 4.05%, closing at 31.55 [2] - The overall performance of the cosmetics sector showed mixed results, with several stocks experiencing declines [2] Capital Flow Analysis - The cosmetics sector saw a net outflow of 216 million yuan from institutional investors, while retail investors contributed a net inflow of 210 million yuan [2] - The table of capital flow indicates that Lafang Jiahua had a net inflow of 49.77 million yuan from institutional investors, despite a net outflow from retail investors [3] - Other companies like Jinxing New Materials (300849) and Shanghai Jahwa (600315) also experienced varying degrees of net inflows and outflows from different investor categories [3]

Company Overview - Water Goat Co., Ltd. is located in Changsha, Hunan Province, and was established on November 1, 2012. The company was listed on February 8, 2018. Its main business involves the research, production, and sales of cosmetics [1][2] - The main revenue composition includes: 81.84% from lotions and creams, 17.32% from masks, and 0.84% from other products [1] Financial Performance - For the first half of 2025, Water Goat achieved operating revenue of 2.5 billion yuan, representing a year-on-year growth of 9.02%. The net profit attributable to the parent company was 123 million yuan, with a year-on-year increase of 16.54% [2] - Since its A-share listing, the company has distributed a total of 142 million yuan in dividends, with 77.81 million yuan distributed over the past three years [3] Stock Market Activity - As of September 2, Water Goat's stock price increased by 2.00%, reaching 22.93 yuan per share, with a trading volume of 521 million yuan and a turnover rate of 6.44%. The total market capitalization is 8.943 billion yuan [1] - Year-to-date, the stock price has risen by 73.45%, with a recent decline of 3.66% over the past five trading days, and increases of 33.24% over the past 20 days and 20.30% over the past 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on May 28, where it recorded a net purchase of 24.49 million yuan [1] Shareholder Information - As of August 8, the number of shareholders for Water Goat was 27,000, an increase of 5.01% from the previous period. The average circulating shares per person decreased by 4.77% to 13,296 shares [2] - Notable institutional holdings include BlackRock China New Horizons Mixed A as the seventh largest shareholder with 2.6 million shares, and Hong Kong Central Clearing Limited as the eighth largest shareholder with 2.524 million shares, both being new shareholders [3]

证券代码：300740 证券简称：水羊股份 公告编号：2025-062 债券代码：123188 债券简称：水羊转债 水羊集团股份有限公司 关于回购公司股份的进展公告 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。 水羊集团股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日召开第三 届董事会 2025 年第一次临时会议，审议通过了《关于〈水羊集团股份有限公司 回购公司股份方案〉的议案》，拟使用不低于人民币 5,000 万元（含），不超过人 民币 10,000 万元（含）的自有资金和股票回购专项贷款资金以集中竞价交易方 式回购公司已发行的部分人民币普通股（A 股）股份（以下简称"本次回购"）， 回购股份的价格不超过人民币 18.00 元/股（含），回购的股份将全部用于实施员 工持股计划或者股权激励。若公司未能自本次回购实施完成之日起三年内将已回 购的股份用于前述用途的，未使用部分的回购股份将依法予以注销。具体内容详 见公司于 2025 年 4 月 16 日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于回购公司股份方案的公告》（公告 ...

Group 1 - The cosmetics sector increased by 0.56% on September 1, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Lafang Jiahua's stock price rose by 9.99% to 26.97, with a trading volume of 114,000 shares and a transaction value of 300 million yuan [1] Group 2 - The cosmetics sector saw a net inflow of 15.558 million yuan from institutional investors, while retail investors contributed a net inflow of 45.296 million yuan [2] - Major stocks in the sector experienced varied capital flows, with Lafang Jiahua having a net inflow of 75.247 million yuan from institutional investors [3] - Other companies like Jiahen Jiahua and Huaye Fragrance also saw significant net inflows, while stocks like Marubi Biological and Shanghai Jahwa experienced net outflows from institutional and retail investors [3]

Group 1 - The cosmetics sector increased by 1.05% on August 29, with Jiaheng Jiahua leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Jiaheng Jiahua's stock price rose by 20.01% to 31.85, with a trading volume of 138,900 shares and a transaction value of 434 million yuan [1] Group 2 - The cosmetics sector saw a net inflow of 10.35 million yuan from institutional investors, while retail investors contributed a net inflow of 88.15 million yuan [2] - Major stocks in the sector experienced varied capital flows, with Jiaheng Jiahua having a net inflow of 76.21 million yuan from institutional investors [3] - Shanghai Jiahua had a net inflow of 35.86 million yuan from institutional investors, but a net outflow of 51.01 million yuan from retail investors [3]

华泰联合证券有限责任公司（以下简称"华泰联合证券""保荐人"）作为水 羊集团股份有限公司（以下简称"水羊股份""公司"）向不特定对象发行可转换 公司债券的持续督导保荐人，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》《深圳证 券交易所上市公司自律监管指引第 15 号——可转换公司债券》等有关规定，经 审慎核查，就水羊股份不行使"水羊转债"的提前赎回权利，发表如下核查意见： 华泰联合证券有限责任公司关于 水羊集团股份有限公司 不提前赎回"水羊转债"的核查意见 一、可转换公司债券基本情况 （一）可转债发行情况 （二）可转债上市情况 经深圳证券交易所同意，公司可转债于 2023 年 4 月 25 日起在深圳证券交易 所挂牌交易，债券简称"水羊转债"，债券代码"123188"。 （三）可转债转股期限 本次可转债转股的起止日期为自可转债发行结束之日（2023 年 4 月 11 日） 起满六个月后的第一个交易日（2023 年 10 月 11 日）起至可转债到期日（2029 年 4 月 3 日）止。 （四）可转债价格调整情况 1 本次发行的可转债的初始转股价 ...

关于不提前赎回"水羊转债"的公告 证券代码：300740 证券简称：水羊股份 公告编号：2025-061 债券代码：123188 债券简称：水羊转债 水羊集团股份有限公司 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。 特别提示： 1、自 2025 年 8 月 7 日至 2025 年 8 月 27 日，水羊集团股份有限公司（以 下简称"公司"）股票已满足任意连续三十个交易日中至少十五个交易日的收盘 价格不低于当期转股价格（13.54 元/股）的 130%（含 130%，即 17.60 元/股）， 已触发"水羊转债"有条件赎回条款。 2、公司于 2025 年 8 月 27 日召开第四届董事会 2025 年第二次临时会议， 审议通过了《关于不提前赎回"水羊转债"的议案》，董事会决定本次不行使"水 羊转债"的提前赎回权利，不提前赎回"水羊转债"，且在未来 6 月内（即 2025 年 8 月 28 日至 2026 年 2 月 27 日），如再次触发"水羊转债"上述有条件赎回 条款时，公司均不行使提前赎回权利。自 2026 年 2 月 27 日后首个交易日重新 计算，若 ...

证券代码：300740 证券简称：水羊股份 公告编号：2025-060 债券代码：123188 债券简称：水羊转债 水羊集团股份有限公司 第四届董事会 2025 年第二次临时会议决议公告 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。 一、董事会会议召开情况 水羊集团股份有限公司(以下简称"公司")第四届董事会 2025 年第二次临 时会议于 2025 年 8 月 27 日在公司六楼会议室紧急召开，由董事长戴跃锋先生 主持，以现场及通讯投票的方式进行表决，本次董事会应出席董事 7 名，实际出 席董事 7 名，符合《公司章程》规定的法定人数。公司部分高级管理人员列席了 本次会议。因情况紧急，本次会议通知于 2025 年 8 月 27 日以口头、电话方式 发出，会议召集人在会上对本次召开紧急会议情况作出说明，本次会议的召集、 召开和表决程序符合《中华人民共和国公司法》等法律法规和《公司章程》的有 关规定。 上市募集说明书》中可转换公司债券有条件赎回条款的相关约定，自 2025 年 8 月 7 日至 2025 年 8 月 27 日，公司股票已满足任意连续三十个交易日 ...