证券代码：300740 证券简称：水羊股份 公告编号：2025-034 水羊集团股份有限公司（以下简称"公司"）于近日接到公司控股股东湖南 御家投资管理有限公司（以下简称"御家投资"）的通知，御家投资对其持有公 司的部分股份办理了延期购回手续，具体事项如下： 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次延期 购回质押 股份数量 （股） 占其所 持股份 比例 占公 司总 股本 比例 是否 为限 售股 是否 为补 充质 押 质押起始 日期 质押原到 期日 延期后质 押到期日 质权 人 质押 用途 御家 投资 是 3,100,000 3.23% 0.79% 否 否 2024 年 6 月 13 日 2025 年 6 月 13 日 2026 年 6 月 13 日 中信 证券 股份 有限 公司 股东 资金 需求 440,000 0.46% 0.11% 否 是 2024 年 7 月 10 日 2025 年 6 月 13 日 2026 年 6 月 13 日 中信 证券 股份 有限 公司 补充 质押 一、本次控股股东部分股份质押延期购回的基本情况 1 债券代码：123188 债券简称：水羊转债 水羊集团股 ...

Group 1 - The hair medical concept sector declined by 0.99%, ranking among the top declines in concept sectors, with stocks like Kanghui Pharmaceutical and *ST Jinbi hitting the limit down [1] - Within the sector, major decliners included Aoyang Health and Tainkang, while stocks that increased included Shuiyang Co., Yisheng Pharmaceutical, and Nengte Technology, with respective increases of 4.13%, 1.81%, and 1.58% [1] - The hair medical concept sector experienced a net outflow of 228 million yuan from main funds, with 14 stocks seeing net outflows, and 6 stocks with outflows exceeding 10 million yuan [2] Group 2 - The top net outflow stocks included Tainkang with a net outflow of 63.36 million yuan, followed by *ST Jinbi and Aoyang Health with outflows of 59.14 million yuan and 57.88 million yuan respectively [2] - Conversely, the stocks with the highest net inflows were Xianju Pharmaceutical, Yisheng Pharmaceutical, and Guoyao Modern, with net inflows of 6.84 million yuan, 5.62 million yuan, and 3.33 million yuan respectively [3] - The trading volume for Tainkang was 5.55%, while *ST Jinbi had a turnover rate of 21.44%, indicating significant trading activity in these stocks despite the declines [2]

沪指6月13日下跌0.75%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为石油石化、国防军 工、公用事业，涨幅分别为2.05%、1.72%、0.48%。跌幅居前的行业为美容护理、传媒，跌幅分别为 4.12%、2.53%。美容护理行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出476.73亿元，今日有7个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨1.72%，全天净流入资金25.70亿元，其次是石油石化行业，日 涨幅为2.05%，净流入资金为15.12亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金70.43亿元，其 次是汽车行业，净流出资金为54.28亿元，净流出资金较多的还有医药生物、电子、电力设备等行业。 美容护理行业今日下跌4.12%，全天主力资金净流出4.93亿元，该行业所属的个股共31只，今日；下跌 的有31只。以资金流向数据进行统计，该行业资金净流入的个股有6只，净流入资金居首的是稳健医 疗，今日净流入资金1064.69万元，紧随其后的是贝泰妮、延江股份，净流入资金分别为865.72万元、 375.15万元。美容护 ...

Group 1 - The cosmetics sector is experiencing a rise, with companies such as Lafang Home (603630) and Huaye Fragrance (300886) hitting the daily limit up [1] - Other companies in the sector, including Jiaheng Home (300955), Shuiyang Co. (300740), Kesi Co. (300856), Qingsong Co. (300132), and Fulejia (301371), are also seeing significant increases in their stock prices [1] - There is a notable influx of dark pool capital into these stocks, indicating strong investor interest [1]

Market Overview - The Shanghai Composite Index fell by 0.44% on June 10, with six industries experiencing gains, led by the beauty and personal care sector, which rose by 1.10% [1] - The banking sector also saw an increase of 0.48%, while the defense and military industry and the computer sector faced declines of 1.97% and 1.87%, respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 45.141 billion yuan, with five industries seeing net inflows [1] - The banking sector had the highest net inflow of 871 million yuan, followed by the public utilities sector, which experienced a slight decline of 0.04% but had a net inflow of 822 million yuan [1] - A total of 26 industries experienced net capital outflows, with the electronics sector leading with an outflow of 7.532 billion yuan, followed by the computer sector with an outflow of 7.427 billion yuan [1] Beauty and Personal Care Sector - The beauty and personal care industry saw a rise of 1.10% with a net capital inflow of 63.98 million yuan [2] - Out of 31 stocks in this sector, 21 stocks increased in value, with two hitting the daily limit, while eight stocks declined [2] - The top three stocks with significant net inflows included Qingdao Kingway with 68.51 million yuan, Huaye Fragrance with 42.32 million yuan, and Haoyue Care with 16.43 million yuan [2] Individual Stock Performance - The top performers in the beauty and personal care sector included: - Qingdao Kingway: +3.41% with a turnover rate of 35.94% and a net inflow of 68.51 million yuan [2] - Huaye Fragrance: +20.00% with a turnover rate of 33.27% and a net inflow of 42.32 million yuan [2] - Haoyue Care: +6.82% with a turnover rate of 3.23% and a net inflow of 16.43 million yuan [2] - Conversely, the stocks with the highest net outflows included: - Shuiyang Co.: -5.71% with a net outflow of 23.91 million yuan [3] - Liangmian Needle: 0.00% with a net outflow of 17.31 million yuan [3] - Furuida: -0.71% with a net outflow of 17.14 million yuan [3]

Group 1 - The core viewpoint of the article highlights the continuous rise of beauty and personal care concept stocks, with Shuiyang Co. and Jieya Co. both increasing by over 10% [1] - The report from Kaiyuan Securities indicates a dual development trend in the cosmetics industry, characterized by a mild recovery and the rise of domestic brands [1] - The concept of "emotional consumption" is identified as a key growth engine in the beauty sector, driven by the ongoing trend of "aesthetic economy" and the deepening of self-consumption ideology [1] Group 2 - Other companies in the sector, such as Huaye Fragrance, Qingsong Co., Kelao Co., and Haoyue Nursing, have also seen stock increases of over 5% [1] - The overall market sentiment is positive, with multiple companies experiencing significant stock price increases, indicating investor confidence in the beauty and personal care market [1]

Market Overview - The Shanghai Composite Index closed at 3403.52 points, above the five-day moving average, with a slight increase of 0.11% [1] - The total trading volume of A-shares reached 808.39 billion yuan [1] Stocks Performance - A total of 253 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shuguang Digital (14.08% deviation) - Sun Cable (8.01% deviation) - Suqian Liansheng (7.42% deviation) [1] Top Gainers - The top gainers today include: - Shuguang Digital: 22.27% increase, latest price at 61.87 yuan - Sun Cable: 10.00% increase, latest price at 6.82 yuan - Suqian Liansheng: 10.00% increase, latest price at 9.90 yuan [1] Additional Notable Stocks - Other stocks with notable performance: - Celery Medical: 9.97% increase, latest price at 13.46 yuan - Zhongke Shuguang: 10.00% increase, latest price at 68.09 yuan - Yuanwang Valley: 9.97% increase, latest price at 7.28 yuan [1]

Core Viewpoint - Water Sheep Group Co., Ltd. has announced a change in the designated sponsor representatives for its ongoing supervision of the issuance of convertible bonds, ensuring continuity in oversight despite personnel changes [1]. Group 1 - The company received a letter from Huatai United Securities regarding the replacement of the sponsor representative for the ongoing supervision of its convertible bond issuance [1]. - The original representatives, Zhang Lei Qing and Long Wei, were appointed for the supervision period ending on December 31, 2025, but Long Wei has been reassigned and will no longer serve in this role [1]. - Chen Yi has been appointed as the new sponsor representative to ensure the orderly continuation of supervision duties [1]. Group 2 - The board of directors expressed gratitude for Long Wei's contributions during his tenure as the sponsor representative [1]. - The change in sponsor representatives will not affect the ongoing supervisory work of Huatai United Securities for the company [1]. - The current sponsor representatives after the change are Zhang Lei Qing and Chen Yi [1]. Group 3 - Chen Yi, the new sponsor representative, is the director of the investment banking department at Huatai United Securities and has extensive experience in various IPOs and capital market projects, including those for Water Sheep Group and other notable companies [2].

Group 1 - The beauty and personal care sector has shown strong performance in Q1 2025, with the SW Beauty Care Index rising by 13.4%, leading all 31 SW primary industries [4][10][12] - The cosmetics segment is focusing on enhancing brand matrices and introducing new ingredients, benefiting from an optimized competitive landscape [4][6] - The medical beauty market is evolving with new products stimulating consumer interest, and domestic companies are expected to become major competitors in the light medical beauty sector [4][6] Group 2 - The e-commerce sector is witnessing new consumption models and brands, which are helping to drive growth in the industry [4][6] - The report recommends several companies in the cosmetics sector, including Up Beauty and Proya, which have low PE multiples and strong growth potential [4][6] - In the medical beauty segment, companies with high R&D barriers and strong profitability, such as Aimeike, are highlighted as key investment opportunities [4][6] Group 3 - The personal care market is projected to reach CNY 283.3 billion by 2024, with a compound annual growth rate (CAGR) of 8.4% from 2023 to 2028 [32][34] - Domestic brands are increasingly replacing foreign brands in the personal care sector, with a notable rise in innovative products and marketing strategies [32][36] - The high-end market is experiencing significant growth, with premium products seeing a 27% increase in average transaction value in H2 2024 [44]

证券代码：300740 证券简称：水羊股份 公告编号：2025-033 债券代码：123188 债券简称：水羊转债 水羊集团股份有限公司 关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"）于近日收到保荐机构华泰联合 证券有限责任公司（以下简称"华泰联合证券"）出具的《关于更换水羊集团股 份有限公司向不特定对象发行可转换公司债券持续督导保荐代表人的函》。作为 公司向不特定对象发行可转换公司债券的保荐人，华泰联合证券原委派张磊清先 生、龙伟先生为公司持续督导保荐代表人，法定持续督导期至 2025 年 12 月 31 日止。 现因龙伟先生工作调动，不再继续担任公司持续督导的保荐代表人，为保证 持续督导工作的有序进行，华泰联合证券委派陈亿女士接替龙伟先生继续履行持 续督导责任。陈亿女士简历详见附件。 特此公告。 水羊集团股份有限公司 本次保荐代表人变更不影响华泰联合证券对公司的持续督导工作。本次变更 后，公司持续督导的保荐代表人为张磊清先生和陈亿女士。 公司董事会对龙伟先生担任公司持续督导保荐代表 ...