格隆汇10月10日丨科思股份(300856.SZ)公布，董事会沉痛公告，公司实际控制人之一周久京先生近日 因病不幸逝世，享年82岁。周久京先生作为公司的实际控制人之一，为公司的创立、成长和发展做出了 重要贡献。公司董事会对周久京先生为公司所作的努力和贡献深表敬意和感谢。公司董事、监事、高级 管理人员以及全体员工对周久京先生的逝世表示沉痛哀悼，并向其家人致以深切慰问。 ...

科思股份10月10日晚间公告，公司实际控制人之一周久京近日因病不幸逝世，享年82岁。截至本公告披 露日，周久京直接持有公司股份2310万股，占公司股份总额的4.86%，为公司2名实际控制人之一。周 久京逝世后，所持有的公司股份将按法律、法规规定进行处置，并将导致公司的实际控制人构成发生变 化。后续相关事宜公司将依据相关法律法规的要求履行信息披露义务。周久京逝世前未在公司担任任何 具体职务。 ...

证券代码：300856 证券简称：科思股份 公告编号：2025-050 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 关于 2025 年第三季度 可转换公司债券转股情况的公告 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。 特别提示： 1、"科思转债"（债券代码：123192）转股期限为 2023 年 10 月 19 日至 2029 年 4 月 12 日，最新转股价为人民币 17.39 元/股； 2、2025 年第三季度，共有 13 张"科思转债"完成转股（票面 金额共计人民币 1,300.00 元），合计转为 74 股"科思股份"股票（股 票代码：300856）； （二）可转换公司债券上市情况 经深圳证券交易所同意，公司可转换公司债券于 2023 年 5 月 11 日起在深圳证券交易所挂牌交易，债券简称"科思转债"，债券代码 "123192"。 3、截至 2025 年第三季度末，公司剩余可转换公司债券为 7,186,772 张，剩余票面总金额为人民币 718,677,200.00 元。 根据《深圳证券交易所创业板股票上市规则》《深圳证 ...

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。 南京科思化学股份有限公司（以下简称"公司"或"本公司"） 董事会沉痛公告，公司实际控制人之一周久京先生近日因病不幸逝世， 享年 82 岁。 周久京先生作为公司的实际控制人之一，为公司的创立、成长和 发展做出了重要贡献。公司董事会对周久京先生为公司所作的努力和 贡献深表敬意和感谢。公司董事、监事、高级管理人员以及全体员工 对周久京先生的逝世表示沉痛哀悼，并向其家人致以深切慰问。 证券代码：300856 证券简称：科思股份 公告编号：2025-051 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 关于实际控制人之一周久京先生逝世的公告 2025 年 10 月 10 日 截至本公告披露日，周久京先生直接持有公司股份 23,100,000 股，占公司股份总额的 4.86%，为公司 2 名实际控制人之一。周久京 先生逝世后，所持有的公司股份将按法律、法规规定进行处置，并将 导致公司的实际控制人构成发生变化。后续相关事宜公司将依据相关 法律法规的要求履行信息披露义务。 周久京先生逝世前未在公司担任任何 ...

（文章来源：证券日报） 证券日报网讯科思股份9月26日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东人数 为22，600余户。 ...

Group 1 - The cosmetics sector experienced a slight increase of 0.1% on September 26, with Qingdao King leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the cosmetics sector showed varied performance, with Qingdao King rising by 3.49% to a closing price of 8.00 [1] Group 2 - The cosmetics sector saw a net inflow of 55.80 million yuan from main funds, while retail investors experienced a net outflow of 30.36 million yuan [2] - Major stocks like Qingdao King and Shanghai Jahwa had significant net inflows from main funds, indicating investor interest [3] - The overall trading volume and turnover in the cosmetics sector reflected active market participation, with Qingdao King achieving a turnover of 3.83 billion yuan [1][2]

Core Viewpoint - The company is actively constructing its personal care product manufacturing base in Malaysia, with expectations to complete and commence operations in the second half of this year [2]. Group 1 - Investors have expressed a strong interest in the progress of the Malaysian factory and are eager to know when it will start operations [2]. - The company confirmed that the construction of the manufacturing facility is currently underway [2].

Group 1 - The company identified its competitors in the sunscreen sector as BASF and DSM [1] - In the personal care product segment, the company faces competition from Ajinomoto, Clariant, and Tianqi Materials [1]

Market Overview - On September 15, the cosmetics sector declined by 0.18%, with Huaye Fragrance leading the drop [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Individual Stock Performance - Notable gainers included: - Jinsong New Material (300849) with a closing price of 14.48, up 3.72% and a trading volume of 121,800 shares, totaling 179 million yuan [1] - Lafang Home (603630) closed at 28.58, up 2.11% with a trading volume of 71,300 shares, totaling 200 million yuan [1] - Notable decliners included: - Huaye Fragrance (300886) closed at 29.66, down 1.79% with a trading volume of 18,400 shares, totaling 55.05 million yuan [2] - Marubi Biological (603983) closed at 39.95, down 1.36% with a trading volume of 13,900 shares, totaling 55.49 million yuan [2] Capital Flow Analysis - The cosmetics sector experienced a net outflow of 83.38 million yuan from institutional investors, while retail investors saw a net inflow of 76.42 million yuan [2] - The overall capital flow for individual stocks showed: - Jinsong New Material had a net inflow of 18.50 million yuan from institutional investors, accounting for 10.31% of its total [3] - Huaye Fragrance had a net outflow of 4.23 million yuan from institutional investors, accounting for 6.58% of its total [3]

Core Insights - The skincare and daily chemical industry in A-share listed companies has shown improvements in inventory levels as of the first half of 2025, with only 6 out of 14 selected companies experiencing an increase in inventory size [1][2] Inventory Size Analysis - Jinbo Biological had the largest year-on-year increase in inventory, reaching 153 million yuan, a growth of 116.79% compared to the first half of 2024 [1][2] - Kesheng Co. also saw significant growth, with inventory at 628 million yuan, up 40.87% year-on-year [1][2] - Other companies with notable inventory increases include Marubi Biological (35.91%), Chuang'er Biological (34.02%), and Jiaheng Home Care (31.39%) [2] Inventory Turnover Days - Among the 14 selected companies, only 5 had inventory turnover days below 90 days, indicating efficient inventory management [3] - Companies with inventory turnover days exceeding 180 days include Huaxi Biological (331.61 days), Jinbo Biological (280.81 days), Kesheng Co. (230.92 days), and Betaini (195.78 days) [3][4] - The overall inventory turnover efficiency has not improved, with 8 companies experiencing longer turnover days, particularly those exceeding 180 days [3] Year-on-Year Changes in Inventory Turnover Days - Huaxi Biological's turnover days increased by 13.34%, Jinbo Biological by 15.66%, Kesheng Co. by 115.83%, and Betaini by 0.54% [3][4] - Notably, the turnover days for LaFang Home Care decreased by 27.40%, and Shanghai Home Care by 15.74%, indicating some companies are managing their inventory more effectively [4]