Group 1 - The company Huaye Fragrance (300886) expects a net profit attributable to shareholders of 26 million to 33 million yuan for the year 2025, representing a year-on-year growth of 17.70% to 49.39% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 25 million and 32 million yuan, indicating a year-on-year increase of 30.54% to 67.09% [1] - The growth in performance is primarily driven by steady improvement in end-user demand, expansion of domestic and international sales channels, and optimized cost control, leading to an increase in overall gross profit margin [1] Group 2 - For the first three quarters of 2025, the company reported revenue of 273 million yuan, a year-on-year increase of 6.19%, and a net profit attributable to shareholders of approximately 24.84 million yuan, reflecting a year-on-year growth of 39.41% [1] - The company's stock price has shown a fluctuation range of 8.90% over the past seven trading days, with a peak price of 29.97 yuan on February 5 [2] - The company plans to raise no more than 113 million yuan through a simplified procedure for capacity expansion projects, although this project was terminated in August 2025 [3]

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。 ...

Core Viewpoint - The company expects a net profit of 26 million to 33 million yuan for the fiscal year 2025, representing a year-on-year growth of 17.70% to 49.39% [1] Group 1: Performance Drivers - The growth in performance is primarily attributed to the steady improvement in end-market demand within the industry [1] - The company has increased its market share for core products [1] - Optimization of internal management systems and the release of advantages from scaled production have contributed to the performance growth [1]

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 ...

Market Overview - The cosmetics sector experienced a decline of 1.27% on January 27, with Marubi Biotechnology leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - Key performers in the cosmetics sector included: - Jiahen Home Cosmetics (300955) with a closing price of 41.47, up 6.88% and a trading volume of 73,900 shares, totaling 303 million yuan [1] - Qingdao Kingway (002094) closed at 8.24, up 3.00% with a trading volume of 569,900 shares, totaling 467 million yuan [1] - Conversely, Marubi Biotechnology (603983) closed at 31.84, down 4.47% with a trading volume of 46,400 shares, totaling 149 million yuan [2] Capital Flow Analysis - The cosmetics sector saw a net outflow of 43.98 million yuan from main funds, while retail investors contributed a net inflow of 43.99 million yuan [2] - Notable capital flows included: - Qingdao Kingway (002094) with a net inflow of 22.70 million yuan from main funds [3] - Shanghai Jahwa (600315) with a net inflow of 8.10 million yuan from main funds [3] - Marubi Biotechnology (603983) experienced a slight net outflow of 94,800 yuan from main funds [3]

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]