Market Overview - The Shanghai Composite Index fell by 0.30% on May 9, with seven industries experiencing gains, led by the beauty and personal care sector, which rose by 1.41% [1] - The electronic and computer sectors faced the largest declines, with drops of 2.07% and 1.96% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.4 billion yuan, with only four industries seeing net inflows [1] - The textile and apparel industry had the highest net inflow, amounting to 226 million yuan, while the coal industry saw a modest increase of 0.10% with a net inflow of 18.6 million yuan [1] Beauty and Personal Care Sector - The beauty and personal care industry saw a rise of 1.41%, despite a net outflow of 32.3 million yuan in main capital [2] - Out of 31 stocks in this sector, 18 experienced gains, including one stock that hit the daily limit [2] - The top three stocks with net inflows were Beitaini (35.1 million yuan), Proya (23.1 million yuan), and Shuiyang (13.7 million yuan) [2][3] Notable Stocks in Beauty and Personal Care - Qingdao Kingking had the largest net outflow at 40.9 million yuan, followed by Runben (8.7 million yuan) and Kesi (8.4 million yuan) [2] - Other notable stocks with significant net outflows included Marubi (8.0 million yuan) and Aimeike (7.5 million yuan) [2] - The stock performance varied, with some stocks like Beitaini and Shuiyang showing strong gains, while others faced significant outflows [2][3]

证券代码：300856 证券简称：科思股份 公告编号：2025-031 债券代码：123192 债券简称：科思转债 欢迎广大投资者积极参与。 （问题征集专题页面二维码） 特此公告。 南京科思化学股份有限公司董事会 南京科思化学股份有限公司 关于举行 2024 年度网上业绩说明会的公告 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。 南京科思化学股份有限公司（以下简称"公司"）《2024 年年度报 告 》 及 其 摘 要 已 于 2025 年 4 月 23 日在巨潮资讯网 （www.cninfo.com.cn）上披露。为使广大投资者更全面深入地了解 公司 2024 年度的经营情况，公司将于 2025 年 5 月 13 日（星期二） 15:00-17:00 举办 2024 年度业绩说明会。本次说明会将采用网络远 程的方式举行，投资者可登陆全景网"投资者关系互动平台" （http://ir.p5w.net）参与本次年度业绩说明会。 出席本次说明会的人员有：公司董事兼总裁杨军先生、独立董事 宋兵先生、财务总监孟海斌先生和董事会秘书陈家伟先生以及保荐代 表人王风雷先生。 ...

证券代码：300856 证券简称：科思股份 公告编号：2025-030 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 关于预计触发科思转债转股价格向下修正条件的提示 性公告 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、证券代码：300856 证券简称：科思股份 2、债券代码：123192 债券简称：科思转债 3、转股价格：24.64 元/股 4、转股期限：2023 年 10 月 19 日至 2029 年 4 月 12 日（如遇法 定节假日或休息日延至其后的第 1 个工作日） 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债 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。扣除不含税发行费用后,本次发行募集资金净额 为人民币 716,332,190.67 元。 （二）可转债上市情况 经深圳证券交易所同意，公司可转债于 20 ...

Investment Rating - The investment rating for the company is upgraded to "Accumulate" [1] Core Views - The company's short-term performance is under pressure due to factors such as inventory adjustments and price changes, but long-term growth is expected to be driven by the launch of new products [8] - The company is a global leader in cosmetic raw materials, and while 2024's performance is affected by the downstream inventory cycle, the penetration of new sunscreen agents is a long-term industry trend [8] - The company has sufficient capacity reserves and is actively expanding production, particularly in Malaysia, which will enhance its risk resistance and internationalization [8] Financial Summary - In 2024, the company is projected to achieve total revenue of 22.76 billion yuan, a decrease of 5.16% year-on-year, and a net profit attributable to shareholders of 5.62 billion yuan, down 23.33% [8] - The gross margin for 2024 and Q1 2025 is expected to be 44.40% and 34.04%, respectively, reflecting a decline due to price adjustments in sunscreen products [8] - The company's earnings per share (EPS) for 2024 is projected at 1.66 yuan, with a price-to-earnings (P/E) ratio of 12.61 [1][9]

Investment Rating - The investment rating for the company is upgraded to "Accumulate" [1] Core Views - The company's short-term performance is under pressure due to factors such as inventory adjustments and price changes, but there is optimism for long-term growth driven by new product launches [1][8] - The company is a leading global player in cosmetic raw materials, and while 2024's performance is affected by the downstream inventory cycle, the increasing penetration of new sunscreen agents is a long-term industry trend [8] - The company has sufficient capacity reserves and is actively expanding production, particularly in Malaysia, which will enhance its risk resistance and international presence [8] Financial Summary - Total revenue for 2024 is projected at 22.76 billion yuan, a decrease of 5.16% year-on-year, with a net profit of 5.62 billion yuan, down 23.33% [8] - The gross margin for 2024 is expected to be 44.40%, while the net profit margin is projected at 24.65% [8] - The company's earnings per share (EPS) for 2024 is estimated at 1.66 yuan, with a price-to-earnings (P/E) ratio of 12.61 [1][9]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][15] Core Views - The company's performance is under pressure due to downstream inventory destocking and price reductions, with expectations for demand recovery and new product ramp-up in the future [1][7] - In 2024, the company achieved revenue of 2.28 billion yuan, a year-on-year decrease of 5.2%, and a net profit attributable to the parent company of 560 million yuan, down 23.3% year-on-year [7][10] - The forecast for net profit for 2025-2027 is adjusted to 410 million, 526 million, and 637 million yuan respectively, with year-on-year changes of -27.2%, +28.3%, and +21.2% [7][10] Financial Performance - The company's revenue for 2024 is projected at 2.15 billion yuan, with a year-on-year decline of 5.5% [10] - The gross margin for 2024 is expected to be 36.8%, down from 44.4% in 2023 [10] - The net profit margin is projected to decrease to 19.1% in 2025 from 24.7% in 2024 [10] Business Segments - Revenue from cosmetic active ingredients and their raw materials is expected to be 1.9 billion yuan in 2024, down 8.1% year-on-year, while synthetic fragrance revenue is projected at 350 million yuan, up 14.2% year-on-year [8] - The domestic market shows a bright performance, with domestic revenue increasing by 22.87% year-on-year, while overseas revenue is expected to decline by 8.3% [8] Capacity and Expansion - The company has made progress in expanding its product lines, with new production lines for high-end personal care products and sunscreen series products under construction [9][10] - The capacity utilization rates for cosmetic active ingredients and synthetic fragrances are 54.98% and 89.22% respectively in 2024 [8] Valuation Metrics - The current price-to-earnings (P/E) ratios for 2025, 2026, and 2027 are projected to be 17.3, 13.5, and 11.1 respectively [10] - The price-to-book (P/B) ratios for the same years are expected to be 2.3, 2.1, and 1.9 [10]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][15] Core Views - The company's performance is under pressure due to downstream inventory destocking and price reductions, with expectations for demand recovery and new product ramp-up [1][7] - In 2024, the company achieved revenue of 2.28 billion yuan, a year-on-year decrease of 5.2%, and a net profit attributable to the parent company of 560 million yuan, down 23.3% year-on-year [7][10] - The forecast for net profit for 2025-2027 is adjusted to 410 million, 526 million, and 637 million yuan respectively, with year-on-year changes of -27.2%, +28.3%, and +21.2% [7][10] Financial Summary - The current stock price is 19.88 yuan, with a market capitalization of 6.755 billion yuan [3] - The company's revenue and net profit projections for 2025 and 2026 are 2.15 billion and 2.58 billion yuan, and 410 million and 526 million yuan respectively [10][12] - The gross margin for 2024 is 44.4%, down 4.43 percentage points year-on-year, while the net margin is 24.65%, down 5.92 percentage points year-on-year [9][10] Business Performance - The company's sunscreen product shipments have declined due to slowing market demand and customer inventory digestion, with some product prices also decreasing [7][8] - The revenue from cosmetic active ingredients and synthetic fragrances in 2024 is 1.9 billion and 350 million yuan, with year-on-year changes of -8.1% and +14.2% respectively [8] - The company is expanding its product lines and steadily progressing with new products, including a new high-end personal care product project with an annual capacity of 2,600 tons [9][10]

标段名称：云南省疾控中心超级微波消解系统采购项目（2025-13）1标段 供应商名称：昆明超泰经贸有限公司 供应商地址：云南省昆明市盘龙区铂金大道云南映象城市公园广场6栋1805室 中标金额(万元)：117.9 评标方式：综合评分法 评审总得分：89.63 四、主要标的信息 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 AI大潮袭来，唯有学习方能不被淘汰。 全新升级版 的 AI学习资料包 免费下载：《 AI资料包升级版新增厦大湖南大学等》 一、项目编号:YNZC2025-G1-00945-QHZX-0013 二、项目名称： 云南省疾控中心超级微波消解系统采购项目（2025-13） 三、中标信息 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 来 源 ： 仪 器 信 息 网 | 责 编 ： 安 安 | 视 觉 ： 长 艳 柱 子 领取方式：关注本号，后台回复" ...

证券代码：300856 证券简称：科思股份 公告编号：2025-024 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 独立董事候选人声明与承诺 声明人宋兵作为南京科思化学股份有限公司第四届董事会独立 董事候选人，已充分了解并同意由提名人南京科思化学股份有限公 司（以下简称"该公司"）董事会提名为该公司第四届董事会独立 董事候选人。现公开声明和保证，本人与该公司之间不存在任何影 响本人独立性的关系，且符合相关法律、行政法规、部门规章、规 范性文件和深圳证券交易所业务规则对独立董事候选人任职资格及 独立性的要求，具体声明并承诺如下事项： 一、本人已经通过南京科思化学股份有限公司第三届董事会提 名委员会资格审查，提名人与本人不存在利害关系或者其他可能影 响独立履职情形的密切关系。 是 □ 否 如否，请详细说明：______________________________ 二、本人不存在《中华人民共和国公司法》第一百七十八条等 规定不得担任公司董事的情形。 是 □ 否 如否，请详细说明：______________________________ 三、本人符合中国证监会《上市公司独立董事管理办 ...

南京科思化学股份有限公司 2024年度内部控制自我评价报告 南京科思化学股份有限公司全体股东： 2024 年度内部控制自我评价报告 根据《企业内部控制基本规范》及其配套指引的规定和其他内部控制监管要 求（以下合称"企业内部控制规范体系"），结合南京科思化学股份有限公司（以 下简称"公司"）内部控制相关制度，在内部控制日常监督和专项监督的基础上， 我们对公司截至2024年12月31日（内部控制评价报告基准日）的内部控制有效性 进行了自我评价。 一、重要声明 按照企业内部控制规范体系的规定，建立健全和有效实施内部控制，评价其 有效性，并如实披露内部控制评价报告是公司董事会的责任；监事会对董事会建 立和实施内部控制进行监督；管理层负责组织领导企业内部控制的日常运行。 公司董事会、监事会及董事、监事、高级管理人员保证本报告内容不存在任 何虚假记载、误导性陈述或重大遗漏，并对报告内容的真实性、准确性和完整性 承担个别及连带法律责任。 公司内部控制的目标是合理保证经营管理合法合规、资产安全、财务报告及 相关信息真实完整，提高经营效率和效果，促进实现发展战略。由于内部控制存 在的固有局限性，故仅能为实现上述目标提供合理保证 ...