Market Overview - The cosmetics sector experienced a decline of 0.98% on January 30, with Lafang Family leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Individual Stock Performance - Qingdao Kingking (002094) saw a closing price of 8.75, with an increase of 4.17% and a trading volume of 1.1682 million shares, amounting to a transaction value of 1.02 billion [1] - Lafang Family (603630) closed at 19.21, down 6.38%, with a trading volume of 89,300 shares and a transaction value of 174 million [2] - Shanghai Jahwa (600315) closed at 20.92, down 4.52%, with a trading volume of 163,300 shares and a transaction value of 345 million [2] - Other notable stocks include Beitaini (300957) at 41.89, down 0.85%, and Marubi (603983) at 31.52, down 0.32% [2] Capital Flow Analysis - The cosmetics sector saw a net inflow of 60.2766 million from institutional investors, while retail investors experienced a net outflow of 62.139 million [2] - The main capital inflow was led by Qingdao Kingking with 68.098 million, while retail investors showed significant outflows across various stocks [3] - Shanghai Jahwa had a net inflow of 6.7524 million from institutional investors, but also faced a net outflow of 7.7544 million from retail investors [3]

中原高速：2025年净利润同比预降30%左右 1月29日，中原高速(600020)发布业绩预告，预计2025年度实现归属于上市公司股东的净利润6.12亿元左 右，同比下降30%左右。 博敏电子：2025年预盈1500万–2200万元 1月29日，博敏电子(603936)发布业绩预告，预计实现归属于上市公司股东的净利润为1500万元至2200 万元，与上年同期相比，将实现扭亏为盈。 方大特钢：2025年净利润同比预增236.90%–302.67% 1月29日，方大特钢(600507)发布业绩预告，预计2025年度实现归属于母公司所有者的净利润为8.35亿元 到9.98亿元，同比增加236.9%到302.67%。 佳都科技：2025年预盈1.6亿–2亿元 1月29日，佳都科技(600728)发布业绩预告，预计2025年实现归属于母公司所有者的净利润1.6亿元至2亿 元，与上年同期亏损1.15亿元相比，将实现扭亏为盈。 长阳科技：2025年预亏1.16亿–1.68亿元 1月29日，长阳科技(688299)发布业绩预告，预计2025年净亏损1.68亿-1.16亿元。 茂业商业：2025年预亏2.01亿–2.42亿元 ...

Core Viewpoint - The company, Jiahen Jiahua, expects a loss of 29 million to 39 million yuan for 2025, with a non-recurring loss of 32 million to 42 million yuan due to increased operational costs and changes in product structure [1] Financial Performance - The company's operating revenue increased compared to the same period last year due to ongoing business expansion and the addition of new business lines [1] - The gross profit margin decreased year-on-year, attributed to increased fixed operating costs from depreciation and amortization at its wholly-owned subsidiary, Huzhou Jiahen Industrial Co., Ltd., as well as changes in customer product structure [1] Cost Structure - Management expenses increased year-on-year due to higher employee compensation and fixed asset depreciation to support the business development needs of Huzhou Jiahen Industrial Co., Ltd. [1] - Financial expenses rose year-on-year, primarily due to an increase in bank borrowing and a reduction in interest capitalization during the reporting period [1]

嘉亨家化(300955)1月28日发布业绩预告，预计2025年度归母净利润亏损2900万元至3900万元，上年同 期亏损2369.7万元 ...

Core Viewpoint - The company, Jiaheng Jiahua, is forecasting a significant net loss for the year 2025, with expected losses ranging from 29 million to 39 million yuan for net profit attributable to shareholders, and from 32 million to 42 million yuan for net profit after deducting non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a decline in net profit due to increased fixed operating costs, including depreciation and amortization from its wholly-owned subsidiary, Huzhou Jiaheng Industrial Co., Ltd., which has led to a decrease in sales gross margin compared to the previous year [1] - The company has experienced an increase in management expenses due to rising employee compensation and fixed asset depreciation to support the business development needs of Huzhou Jiaheng Industrial Co., Ltd. [1] - Financial expenses have also risen year-on-year, primarily due to an increase in bank borrowing and a reduction in interest capitalization during the reporting period [1]

证券代码：300955 证券简称：嘉亨家化 公告编号：2026-002 嘉亨家化股份有限公司 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、准确和完整，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 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 三、业绩变动原因说明 1、报告期内，公司持续加强业务拓展，新业务增加使得本期营业收入较上年同期增 长，但因全资子公司湖州嘉亨实业有限公司的折旧摊销等固定营业成本支出增加、以及客 户产品结构变动，导致销售毛利率同比下降； 2、报告期内，为了满足全资子公司湖州嘉亨实业有限公司的业务发展需要，职工薪 酬及固定资产折旧等增加，导致管理费用同比增加； 3、报告期内，财务费用同比增加，主要系银行借款规模有所增加，以及本期利息资 本化减少所致。 单位：万元 | 项 | 目 | 本报告期 | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 亏损：2,900—3,900 | -2,36 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | 8.29 | 0.61% | 61.92万 | | 5.14亿 | | 920123 | 芭薇股份 | 15.31 | -0.13% | 9007.23 | 1382.61万 | | | 600315 | 上海家化 | 21.46 | -0.51% | 9.28万 | | 266TI | | 600223 | 福瑞达 | 7.51 | -0.66% | 6 9.13万 | 6878.91万 | | | 301371 | 敷尔佳 | 24.26 | -0.98% | 1.58万 | 3838.47万 | | | 300740 | 水羊股份 | 23.26 | -1.11% | 6.76万 | | 1.58亿 | | 603605 | 甜菜雅 | 71.48 | -1.41% | 5.08万 | | 3.66亿 | | 300856 | 科恩股份 | 13.54 | -1.96% | 6.85万 | 93 ...

证券日报网讯1月27日，嘉亨家化（300955）在互动平台回答投资者提问时表示，本次控制权拟变更事 项是收购人基于对上市公司长期价值的认可，公司将继续坚持"化妆品及塑料包装容器的研发设计、成 品生产以及仓储物流的一站式服务"为核心发展战略，努力提高上市公司的盈利能力。 ...

Core Viewpoint - The acquirer recognizes the long-term value of the listed company and intends to gain control through equity changes, focusing on sustainable development and the interests of all shareholders [1] Group 1 - The acquirer aims to assist the listed company in long-term development by leveraging its own resources and advantages [1]

| 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 ...