"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 美容护理板块走高，华业香料（300886）涨停，水羊股份（300740）、洁雅股份（301108）涨超10%， 青松股份（300132）、拉芳家化（603630）、上海家化（600315）、科思股份（300856）、贝泰妮 （300957）等跟涨。 ...

A股烟草板块持续走强，华宝股份、劲嘉股份双双涨停，华业香料涨超8%，顺灏股份涨超7%，陕西金 叶、金城医药跟涨。 ...

Group 1 - The core viewpoint of the article highlights a resurgence in consumer stocks, particularly in sectors such as beauty care, pet economy, and the three-child policy, with several stocks reaching their daily limit up [1] - Notable stocks that experienced a limit up include Lafang Home, Beingmate, Youa Shares, Liren Lizhuang, and Langsha Shares [1] - Conversely, several stocks such as Yuanfei Pet, Yiyi Shares, Huaye Fragrance, Yiming Food, and Shanghai Jahwa saw declines exceeding 5% [1] Group 2 - The National Bureau of Statistics reported that the total retail sales of consumer goods in April reached 37,174 billion yuan, reflecting a year-on-year growth of 5.1% [1]

Market Overview - A-shares experienced a downward trend, with the Shanghai Composite Index closing at 3380.82, down 0.68%, and the Shenzhen Component Index down 1.62% at 10186.45 [1] - The Hong Kong market also declined, with the Hang Seng Index falling nearly 1% and the Hang Seng Tech Index down 1.5% [1] Consumer Sector Performance - The consumer sector showed strong performance, particularly in beauty and personal care, which rose by 6.46%, with 31 out of 33 stocks increasing [2] - The cosmetics segment led the A-share market with no stocks declining, and significant gains were noted for companies like Bawei Co. and Qingsong Co. [2] - Retail sales in the cosmetics sector are projected to reach 114.9 billion yuan by Q1 2025, reflecting a 3.20% year-on-year growth [2] Promotional Activities and Market Dynamics - Major platforms like Tmall, Douyin, and JD.com are intensifying competition with synchronized promotional events starting on May 13 [3] - The beauty and personal care sector is expected to see structural opportunities due to extended promotional periods and product innovation [3] - The apparel sector also showed activity, with companies like Anzheng Fashion hitting the daily limit [3] Synthetic Biology Sector - The synthetic biology concept saw a rise, particularly after a promotional campaign by Kelun Pharmaceutical, which boosted interest in the sector [4] - The synthetic biology sector's overall increase was 2.05%, with several stocks achieving significant gains [4] - The demand for bio-based materials and pharmaceutical intermediates is expected to grow, providing a broad market for synthetic biology companies [5] Shipping and Port Sector - The shipping sector saw a resurgence, with the European shipping index rising by 8.72% [7] - Companies like China National Offshore Oil Corporation and Ningbo Port experienced significant stock price increases, with some stocks hitting the daily limit [7] - Recent adjustments in U.S.-China tariff policies have led to a surge in exports to the U.S., boosting shipping volumes [7][8]

证券代码：300886 证券简称：华业香料 公告编号：2025-027 安徽华业香料股份有限公司 关于公司 2022 年限制性股票激励计划首次授予 第二个归属期归属结果暨股份上市的公告 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。 重要内容提示： 安徽华业香料股份有限公司（以下简称"公司"或"华业香料"）于 2025 年 4 月 23 日召开的第五届董事会第七次会议、第五届监事会第七次会议，审议 通过了《关于公司 2022 年限制性股票激励计划首次授予第二个归属期归属条件 成就的议案》，近日公司办理了 2022 年限制性股票激励计划首次授予第二个归 属期股份登记工作。现将有关事项说明如下： 一、2022年限制性股票激励计划实施情况概要 （一）2022 年限制性股票激励计划简述 2022 年 12 月 20 日公司召开 2022 年第二次临时股东大会，审议通过了《关 于〈安徽华业香料股份有限公司 2022 年限制性股票激励计划（草案）〉及其摘 要的议案》等相关议案，公司 2022 年限制性股票激励计划的主要内容如下： 1、标的股票种类：公司人民币普通股（A 股 ...

Group 1 - The core viewpoint of the article highlights the strong performance of the consumer sector, particularly in new consumption areas such as daily chemicals, health products, and pet economy, leading to significant stock price increases for companies like Huaye Spice and Baiyang Co. [1] - The article notes that several companies, including Jindawei, Xiwang Food, and Jiaoda Onl, have also seen their stock prices hit the daily limit, indicating a broad market trend in the consumer sector [1] - Institutions have pointed out that domestic new consumption enterprises are experiencing robust growth, driven by ongoing upgrades in aesthetics and spiritual satisfaction, particularly in emotional and experiential consumption [1]

Group 1 - The A-share cosmetics sector experienced a significant rise in the afternoon, with Huaye Fragrance hitting the daily limit up [1] - Furuida, Lafang Home, and Bawi Co. previously reached their daily limit, while Qingsong Co. surged over 10% [1] - Other companies such as Shanghai Jahwa, Proya, Jiaheng Home, Jinsong New Materials, and Beitaini also saw increases [1]

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近日，公司使用闲置自有资金购买的部分理财产品已到期赎回，并在已审 批的额度内继续使用闲置自有资金购买理财产品，具体情况如下： 二、本次购买理财产品的主要情况 | 华业 | 国元证券股 | 元鼎尊享定 | 本金 | 3,000 | 2025年5 | 2025年8 | 1.80% | | --- | --- | --- | --- | --- | --- | --- | --- | | 香料 | 份有限公司 | 制630期 | 保障型 | | 月13日 | 月11日 | | 公司与国元证券不存在关联关系。 安徽华业香料股份有限公司（以下简称"华业香料"或"公司"）2024年8 月20日召开的第五届董事会第四次会议和第五届监事会第四次会议审议通过了 《关于继续使用部分闲置自有资金进行现金管理的议案》。为提升公司自有资 金的使用效率和收益水平，结合公司实际经营情况，同意公司（含全资子公司） 继续使用总额度不超过人民币10,000 万元（含10,000万元）暂时闲置的自有资 金进行现金管理，用于购买投资安全性高、流动性好、期限不超过12个月的投 资产品。在上述额度内，资金可以循环滚动使用，有效期自第五届董事会第四 次会 ...

核查验证，保证本法律意见所认定的事实真实、准确、完整，所发表的结论性意见合法、 准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 北京市天元律师事务所 关于安徽华业香料股份有限公司 2024 年年度股东大会的法律意见 京天股字（2025）第 167 号 致：安徽华业香料股份有限公司 安徽华业香料股份有限公司（以下简称"公司"）2024 年年度股东大会（以下简 称"本次股东大会"）采取现场表决与网络投票相结合的方式，现场会议于 2025 年 5 月 8 日（星期四）下午 14:30 在安徽省安庆市潜山市舒州大道 42 号公司会议室召开。 北京市天元律师事务所（以下简称"本所"）接受公司聘任，指派本所律师对公司本次 股东大会进行见证，并根据《中华人民共和国公司法》《中华人民共和国证券法》（以 下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）以及 《安徽华业香料股份有限公司章程》（以下简称"《公司章程》"）等有关规定，就本 次股东大会的召集、召开程序、出席现场会议人员的资格、召集人资格、会议表决程 序及表决结果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《安 ...