格隆汇1月28日丨华业香料(300886.SZ)公布，预计2025年归属于上市公司股东的净利润2,600万元～ 3,300万元，比上年同期增长17.70%～49.39%，扣除非经常性损益后的净利润2,500万元～3,200万元，比 上年同期增长30.54%～67.09%。 1、报告期内，行业终端市场需求稳步向好，公司依托核心产品优势，持续拓展海内外销售渠道，深耕 优质客户资源，核心产品市场份额稳步提升，带动公司整体销售收入实现增长。2、公司持续优化内部 经营管控体系，多措并举实现成本精准管控；同时规模化生产优势充分释放，产品盈利空间有效提升， 综合毛利率较上年同期有所提高。 ...

华业香料公告，预计2025年度净利润为2600万元至3300万元，同比增长17.70%至49.39%。业绩增长主 要得益于行业终端市场需求稳步向好，公司核心产品市场份额提升，以及内部经营管控体系的优化和规 模化生产优势的释放。 ...

证券代码：300886 证券简称：华业香料 公告编号：2026-001 安徽华业香料股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 2、公司持续优化内部经营管控体系，多措并举实现成本精准管控；同时 规模化生产优势充分释放，产品盈利空间有效提升，综合毛利率较上年同期有 所提高。 2、业绩预告情况：自愿性业绩预告 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | 本会计年度 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 2,600 | ～ | 3,300 | 2,208.99 | | 东的净利润 | 比上年同期增长 | 17.70% | ～ | 49.39% | | | 扣除非经常性损益 | | 2,500 | ～ | 3,200 | 1,915.12 | | 后的净利润 | 比上年同期增长 | 30.54% | ～ | 67.09% | | 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300955 | 嘉亨家化 | 41.47 | 6.88% | 7.39万 | 3.03亿 | | 002094 | 青岛金王 | 8.24 | 3.00% | 56.99万 | 4.67亿 | | 300886 | 华业香料 | 28.45 | 0.28% | ● 1.75万 | 4908.73万 | | 300132 | 青松股份 | 8.74 | 0.23% | 18.35万 | 1.59亿 | | 300849 | 锦盛新材 | 18.82 | -0.42% | 3.14万 | 5833.82万 | | 300740 | 水羊股份 | 23.52 | -0.84% | 8.71万 | 2.04亿 | | 300957 | 贝泰妮 | 42.67 | -0.88% | 5.30万 | 2.25亿 | | 603605 | 班菜雅 | 72.50 | -1.05% | 4.33万 | 3.13亿 | | 300856 | 科思股份 | 13.8 ...

Group 1 - The cosmetics sector experienced a rise of 1.11% on January 20, with Shanghai Jahwa leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the cosmetics sector showed varied performance, with Shanghai Jahwa closing at 23.92, up 3.55%, and Qingdao Kingking at 8.34, up 2.96% [1] Group 2 - The cosmetics sector saw a net inflow of 30.3 million yuan from institutional investors, while retail investors experienced a net outflow of 54.5 million yuan [2] - Notable individual stock performances included Shanghai Jahwa with a net inflow of 20.5 million yuan from institutional investors, and Qingdao Kingking with a net inflow of 23.3 million yuan [3] - The overall market sentiment reflected a mixed response, with some stocks like Banlaya experiencing significant net outflows from both institutional and retail investors [3]

Market Overview - The cosmetics sector experienced a decline of 0.36% on January 15, with Shuiyang Co. leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Jinsheng New Material (300849) saw a significant increase of 13.17%, closing at 18.48 with a trading volume of 117,000 shares and a turnover of 209 million yuan [1] - Qingdao Kingway (002094) increased by 2.06%, closing at 8.42 with a trading volume of 1,113,500 shares [1] - Lafang Home (603630) rose by 1.76%, closing at 24.27 with a trading volume of 137,300 shares [1] - Other notable performances include Fulejia (301371) up 0.73%, Marubi Biological (603983) up 0.70%, and Betaini (300957) up 0.32% [1] Capital Flow Analysis - The cosmetics sector saw a net outflow of 11.86 million yuan from institutional investors and 53.27 million yuan from retail investors, while retail investors had a net inflow of 65.13 million yuan [2] - The capital flow for individual stocks indicates that Lafang Home had a net inflow of 77.73 million yuan from institutional investors, while Betaini had a net inflow of 14.81 million yuan [3] - Conversely, Shuiyang Co. experienced a net outflow of 5.39 million yuan from institutional investors [2][3]

Market Overview - The cosmetics sector increased by 1.29% on January 9, with Shuiyang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Individual Stock Performance - Shuiyang Co., Ltd. (300740) closed at 25.65, up 5.90% with a trading volume of 223,500 shares and a transaction value of 561 million yuan [1] - Qingsong Co., Ltd. (300132) closed at 8.70, up 2.47% with a trading volume of 253,700 shares [1] - Beitaini (300957) closed at 41.20, up 1.85% with a trading volume of 163,500 shares and a transaction value of 261 million yuan [1] - Other notable stocks include Furuida (600223) at 7.53 (+1.76%), Jiaheng Jiahua (300955) at 39.89 (+1.68%), and Huaye Fragrance (300886) at 26.64 (+1.06%) [1] Capital Flow Analysis - The cosmetics sector experienced a net outflow of 31.72 million yuan from institutional investors and 34.45 million yuan from speculative funds, while retail investors saw a net inflow of 66.18 million yuan [2] - Individual stock capital flows indicate that Qindao Jinwang (002094) had a net inflow of 13.96 million yuan from institutional investors, while it faced a net outflow of 1.23 million yuan from speculative funds [3] - Other stocks like Qingsong Co., Ltd. (300132) and Beitaini (300957) also showed mixed capital flows, with varying levels of net inflows and outflows from different investor categories [3]

Group 1 - The cosmetics sector experienced a decline of 0.93% on January 7, with Jiaheng Jiahua leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key individual stock performances in the cosmetics sector included Bawei Co. up 0.85% and Jiaheng Jiahua down 4.96% [2] Group 2 - The net outflow of main funds in the cosmetics sector was 57.67 million yuan, while retail investors saw a net inflow of 39.72 million yuan [2] - The stock with the highest main fund inflow was Shuiyang Co. with 27.77 million yuan, while Jiaheng Jiahua had a significant outflow of 32.2 million yuan [3] - Retail investors showed a negative net flow in several stocks, including Shanghai Jahwa and Kesheng Co. [3]

Group 1 - The cosmetics sector experienced a rise of 0.46% on January 6, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Lafang Jiahua's closing price was 20.34, reflecting a 1.90% increase, with a trading volume of 52,800 shares and a transaction value of 108 million yuan [1] Group 2 - The cosmetics sector saw a net outflow of 81.97 million yuan from institutional investors, while retail investors had a net inflow of 67.35 million yuan [2] - The trading data indicates that major stocks like Shanghai Jahwa and Lafang Jiahua had mixed net inflows and outflows from different investor types [3] - Shanghai Jahwa had a net inflow of 9.64 million yuan from institutional investors, while it faced outflows from retail investors [3]

Core Viewpoint - Huaye Flavor has shown a stock price increase of 2.05% as of January 5, 2025, with a current price of 26.44 CNY per share and a market capitalization of 1.978 billion CNY [1] Group 1: Stock Performance - The stock price of Huaye Flavor has increased by 2.05% year-to-date, with a 1.34% increase over the last five trading days, a 0.41% decrease over the last 20 days, and a 9.08% decrease over the last 60 days [1] - The trading volume reached 21.44 million CNY with a turnover rate of 1.87% [1] Group 2: Company Overview - Huaye Flavor, established on July 12, 2002, and listed on September 16, 2020, is located in Qianshan City, Anhui Province, and specializes in the research, production, and sales of lactone series synthetic flavors [1] - The revenue composition of Huaye Flavor includes 85.85% from gamma-lactone products, 10.03% from delta-lactone products, and 4.12% from other sources [1] - The company is classified under the beauty care-cosmetics manufacturing industry and is part of several concept sectors including micro-cap stocks, small-cap stocks, cosmetics, and margin trading [1] Group 3: Financial Performance - For the period from January to September 2025, Huaye Flavor achieved a revenue of 273 million CNY, representing a year-on-year growth of 6.19%, and a net profit attributable to shareholders of 24.84 million CNY, reflecting a year-on-year increase of 39.41% [1] - Since its A-share listing, Huaye Flavor has distributed a total of 30.12 million CNY in dividends, with 14.92 million CNY distributed over the past three years [1] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Huaye Flavor is 10,600, a decrease of 16.79% from the previous period, while the average circulating shares per person increased by 20.17% to 4,104 shares [1] - Among the top ten circulating shareholders, CITIC Prudential Multi-Strategy Mixed Fund (LOF) A is the seventh largest shareholder, holding 299,400 shares as a new investor [2]