证券之星消息，8月13日化妆品板块较上一交易日上涨0.32%，华业香料领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。化妆品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) | | --- | --- | --- | --- | --- | --- | | 300886 | 华业香料 | 31.95 | 8.56% | 11.87万 | 3.77亿 | | 300132 | 青松股份 | 6.28 | 2.11% | 52.91万 | 296.6 | | 300740 | 水羊股份 | 18.44 | 1.88% | 19.51万 | 3.58亿 | | 300856 | 科思股份 | 15.56 | 1.37% | 8.37万 | 1.30亿 | | 301371 | 敷尔佳 | 26.94 | 0.56% | 2.56万 | 6871.59万 | | 300957 | 贝泰妮 | 45.72 | 0.44% | 4.29万 | 1.96亿 | | 837023 | 芭薇股份 | 18.39 | 0 ...

风险提示：股市有风险，投资需谨慎。 科思股份主要从事化妆品活性成分及其原料的研发、生产和销售，产品涵盖防晒剂、美白剂等多个品 类。公司为全球多家知名化妆品企业提供原料产品。 从资金流向来看，科思股份当日主力资金净流出53.10万元，近五日累计净流出221.26万元。 科思股份最新股价报15.45元，较前一交易日上涨1.31%。该股当日成交额达1.06亿元，成交量69241 手。 ...

Group 1 - The actual controller Zhou Jiujing plans to reduce his shareholding in Kesi Co., Ltd. by up to 14,270,611 shares, which accounts for 3% of the total share capital, within three months after the announcement [1][2] - As of the announcement date, Zhou Jiujing holds 23,100,000 shares, representing 4.86% of the total share capital [2] - The reduction plan will not lead to a change in the company's control or affect its governance structure and ongoing operations [2] Group 2 - Kesi Co., Ltd. was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on July 22, 2020, with an initial public offering of 28.22 million shares at a price of 30.56 yuan per share [3] - The total amount raised from the initial public offering was 862 million yuan, with a net amount of 785 million yuan after expenses [3] - The funds raised were allocated to various projects, including 430 million yuan for a high-end daily-use fragrance raw materials and sunscreen agent project, 61.6 million yuan for a research center, 200 million yuan for repaying bank loans, and 93.53 million yuan for working capital [3][5] Group 3 - The total fundraising from Kesi Co., Ltd.'s two financing activities amounts to 1.587 billion yuan [5]

Group 1 - Yaxin Security plans to reduce its shareholding by up to 3%, totaling no more than 12 million shares, from August 8, 2025, to November 7, 2025 [1] - Shangwei Co. intends to issue up to 180 million shares to its controlling shareholder, raising no more than 1.144 billion yuan for digital upgrades and working capital [1][2] - Anker Innovations is exploring the possibility of overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [3] Group 2 - AVIC Xi'an Aircraft Industry Group's chairman resigned due to work changes, effective immediately upon submission of the resignation [4] - Tianci Materials signed a procurement cooperation agreement to supply at least 550,000 tons of electrolyte products to Chuangneng New Energy from 2025 to 2030, enhancing market share and profitability [5][6] - Guangshentang's innovative drug GST-HG131 has been included in the list of breakthrough therapies, but this does not guarantee market approval or immediate financial impact [7][8] Group 3 - Chaozhuo Aerospace plans to reduce its shareholding by up to 3%, totaling no more than 896,000 shares, from August 7, 2025, to November 6, 2025 [9] - Taiji Group intends to repurchase shares worth between 80 million and 120 million yuan, with a maximum price of 28.03 yuan per share, to be used for cancellation [11][12] - Xibu Materials plans to invest 125 million yuan in a private placement by its subsidiary to raise 147 million yuan for working capital and loan repayment [13] Group 4 - Shantui Co. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [14] - *ST Huawang intends to acquire 55.5% of Niwei Power for 666 million yuan, entering the new energy hybrid vehicle sector [15] - Tailin Bio's controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 1.8195 million shares, for personal funding needs [17] Group 5 - Huicheng Vacuum plans to reduce its shareholding by up to 3%, totaling no more than 3 million shares, from August 7, 2025, to November 6, 2025 [18][19] - Kesi Co.'s actual controller plans to reduce its shareholding by up to 3%, totaling no more than 14.27 million shares, for personal funding needs [20][21] - Zhongchong Co.'s controlling shareholder plans to reduce its shareholding by up to 1.5%, totaling no more than 4.56 million shares, for funding needs [22][23] Group 6 - Shanhigh Environmental plans to raise no more than 718 million yuan through a private placement to supplement working capital and repay bank loans [24][25] - Zhongrong Electric plans to invest 114 million yuan in the construction of the Sinok New Energy Technology Park, expected to be completed by the end of 2027 [26] - Kaisen New Materials' shareholder plans to transfer 4.75% of its shares, totaling 20 million shares, for personal funding needs [27] Group 7 - Xinxin Standard's controlling shareholder plans to reduce its shareholding by up to 3%, totaling no more than 6.7792 million shares, for personal funding needs [28] - Chuhuan Technology plans to invest 9.99 million yuan in a partnership focused on high-end manufacturing, including semiconductors and new materials [29] - Shankai Intelligent's stock will resume trading after a share transfer agreement with Changjiang Aerospace, which will become the controlling shareholder [30]

Group 1 - Meidi Kai plans to acquire 100% equity of Haisholi and INNOWAVE VIETNAM for a total of 2 billion KRW, entering Samsung's supply chain and filling gaps in its ultra-thin optical film business [3] - Tuo Xin Pharmaceutical will invest 10 million CNY in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake, as Jinsan has successfully produced high-purity ergothioneine [4] - Zhejiang Energy Power reported a 4.48% increase in power generation to 78.848 billion kWh in the first half of the year, driven by rising electricity demand in Zhejiang province [5] Group 2 - Anker Innovation is researching overseas share issuance to enhance its global strategy and brand image, with no specific plan confirmed yet [6] - *ST Chuangxing announced a change in actual controller to Wang Xiangrong after a judicial auction of shares [7] - Hosheng Silicon Industry's controlling shareholder plans to transfer 5.08% of its shares for 2.634 billion CNY [8] Group 3 - Wuchan Zhongda's subsidiary plans to acquire 100% equity of South Taihu Technology for 1.457 billion CNY, aiming to strengthen its position in the cogeneration sector [9] - Postal Savings Bank intends to invest 10 billion CNY to establish a financial asset investment company, supporting technological innovation and private enterprises [10] - *ST Huawang plans to purchase 55.5% equity of Niwei Power for a total of approximately 6.01 billion CNY, focusing on the development of high-pressure fuel tank systems for hybrid vehicles [11] Group 4 - Tiande Yu expects a 50.89% increase in net profit to 152 million CNY in the first half of 2025, driven by growth in display driver chips [14] - Pinming Technology anticipates a net profit increase of 231.79% to 340 million CNY in the first half of 2025, attributed to growth in construction information software [15] - *ST Jinglun forecasts a loss of 19 to 22 million CNY in the first half of 2025, despite a 23.5% revenue increase [16] Group 5 - Jindi Co. signed an industrial project investment contract with the government for no less than 1.5 billion CNY to expand its market in Southwest China [17] - Baiyun Electric is expected to win a procurement project from the State Grid worth 164 million CNY [18] Group 6 - Fulei New Materials plans to reduce its stake by up to 1.33% through trading [19] - Yaxin Security's shareholders plan to collectively reduce their stake by up to 3% [20] - Zhongchong Co.'s controlling shareholder plans to reduce its stake by up to 1.5% [21] Group 7 - Huayuan Holdings intends to repurchase shares worth 20 to 40 million CNY for employee stock ownership plans [24] - Taiji Group plans to repurchase shares worth 80 to 120 million CNY, all for cancellation [25] Group 8 - Fengshen Co. plans to raise up to 1.1 billion CNY through a private placement for a tire expansion project [26] - Shangwei Co. plans to raise up to 1.144 billion CNY through a private placement to enhance its capabilities [27] - Shanggao Environmental plans to raise up to 718 million CNY through a private placement for working capital and debt repayment [28]

Group 1 - The actual controller of the company, Zhou Jiujing, plans to reduce his shareholding by a maximum of 14,270,611 shares, which is up to 3% of the company's total share capital [2] - As of the announcement date, Zhou Jiujing holds 23,100,000 shares, accounting for 4.86% of the company's total share capital [1] - The reduction will occur within three months after 15 trading days from the announcement date, through block trading or centralized bidding [1][2] Group 2 - Zhou Jiujing has committed to not transferring or entrusting the management of shares held prior to the company's initial public offering for 36 months [2][5] - If the company's stock price falls below the initial public offering price for 20 consecutive trading days within six months post-listing, the lock-up period will automatically extend by six months [2][5] - The planned reduction will comply with relevant laws and regulations, and any changes in the total share capital due to stock dividends or capital increases will adjust the reduction quantity accordingly [2][6]

证券代码：300856 证券简称：科思股份 公告编号：2025-043 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减持股份的预披露公告 本公司实际控制人之一周久京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、减持股份原因：个人资金需求。 2、减持股份来源：公司首次公开发行股票并上市前持有的股份 及上市后因实施权益分派取得的股份。 3、减持股份数量和比例：本次拟减持股份合计不超过14,270,611 股，不超过公司总股本 3%。 持有公司股份 23,100,000 股（占公司总股本比例 4.86%）的实 际控制人之一周久京计划自本公告之日起 15 个交易日后的 3 个月内 以 大 宗 交 易 或 集 中 竞 价 的 方 式 减 持 本 公 司 股 份 合 计 不 超 过 14,270,611 股（占本公司总股本比例 3%）。 南京科思化学股份有限公司（以下简称"公司"或"发行人"）于 近日收到实际控制人之一周久京出具的《减持股份的告知函》。现将 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The return of everyday dining and the rise of home-cooked meals are significant trends, with the market for casual dining exceeding 1.2 trillion RMB, emphasizing high cost-performance [5][58] - The creator economy, particularly in the music streaming sector, is experiencing stable growth, with platforms enhancing their bargaining power through non-music content [22][24] - The casual dining market is projected to grow at a compound annual growth rate (CAGR) of 9.1% from 2023 to 2028, reaching 55.87 billion RMB by 2028 [56][58] Summary by Sections 1. Trend in Casual Dining - The average spending on Chinese dining has decreased from 87.6 RMB in 2023 to 79.2 RMB in 2024, a decline of 9.6% [53][55] - The casual dining market is characterized by a shift towards high cost-performance and practicality, with a significant increase in home cooking frequency [53][56] - The market for affordable casual dining (under 100 RMB per meal) is the largest segment, accounting for 88.7% of the total dining market, with a current size of 36.18 billion RMB [56][58] 2. Creator Economy and Music Streaming - The global music streaming market is projected to reach over 20.4 billion USD in 2024, with a year-on-year growth of 7.3% [27][30] - Subscription users in the music streaming sector are expected to grow to 263 million in 2024, reflecting an increase of 11% year-on-year [30] - Spotify's market penetration in emerging markets is driving user growth, with a CAGR of 35% from 2021 to 2025 [26][30] 3. Trends in Toy and Creator Economy - The online sales of trendy toys in June 2025 reached 1.348 billion RMB, with a year-on-year growth of 16% [12][14] - The sales of blind boxes and plush toys showed strong performance, with blind boxes growing by 109% year-on-year [12][13] - The creator economy is bolstered by the growth of non-music content, enhancing platforms' bargaining power [22][24] 4. Beauty and Personal Care Market - The skincare market on Tmall has seen a concentration increase, with the top 20 brands accounting for 46.2% of the total GMV [66] - Domestic brands have seen a decline in both quantity and market share, while international brands have experienced double-digit growth [66][67]

证券代码：300856 证券简称：科思股份 公告编号：2025-042 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 年第二季度 可转换公司债券转股情况的公告 经中国证券监督管理委员会《关于同意南京科思化学股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可 [2023]680 号）同意，公司向不特定对象发行可转换公司债券 7,249,178 张，每张面值为人民币 100.00 元，按面值发行，发行总额 为人民币 724,917,800.00 元。扣除中信证券股份有限公司（以下简 称"中信证券"）承销保荐费用（不含增值税）5,500,000.00 元后的 募集资金余额 719,417,800.00 元，已由中信证券于 2023 年 4 月 19 日汇入公司指定账户。天衡会计师事务所（特殊普通合伙）对上述募 集资金到账情况进行了验证，并出具了天衡验字（2023）00042 号《验 资报告》。 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 20 ...

证券代码：300856 证券简称：科思股份 公告编号：2025-041 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 关于控股股东股权结构变动的公告 本公司控股股东南京科思投资发展有限公司及实际控制人周旭 明先生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。 特别提示： 1、南京科思化学股份有限公司（以下简称"公司"）的实际控制 人周旭明先生间接控制的全资子公司 Cosmos International (HK) Limited认购公司控股股东南京科思投资发展有限公司（以下简称"科 思投资"）新增注册资本 13,961.68 万元，并取得科思投资 82.13%的 股权。本次变动前，周旭明先生直接持有科思投资 98.74%的股权；本 次变动完成后，周旭明先生直接持有科思投资 17.65%的股权，通过 Cosmos International (HK) Limited 持有科思投资 82.13%的股权， 合计持有科思投资 99.77%的股权。 2、本次变动系公司控股股东的股权结构变动，本次变动前后， 公司的控股股东和实际控制人未发生变化，公司的控股股东仍 ...