证券代码：300955 证券简称：嘉亨家化 公告编号：2025-027 嘉亨家化股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 1 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所创业板股票上市 规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意 向、协议等；董事会也未获悉公司有根据《深圳证券交易所创业板股票上市规则》 等有关规定应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较大 影响的信息；公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 嘉亨家化股份有限公司（以下简称"公司"）股票（证券代码：300955；证券 简称：嘉亨家化）连续 3 个交易日（2025 年 8 月 29 日、2025 年 9 月 1 日、2025 年 9 月 2 日）收盘价格涨幅偏离值累计超过 30％，根据《深圳证券交易所交易 规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注并核实的情况说明 针对公司本次股票交易发生异常 ...

Group 1 - The cosmetics sector increased by 0.56% on September 1, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Lafang Jiahua's stock price rose by 9.99% to 26.97, with a trading volume of 114,000 shares and a transaction value of 300 million yuan [1] Group 2 - The cosmetics sector saw a net inflow of 15.558 million yuan from institutional investors, while retail investors contributed a net inflow of 45.296 million yuan [2] - Major stocks in the sector experienced varied capital flows, with Lafang Jiahua having a net inflow of 75.247 million yuan from institutional investors [3] - Other companies like Jiahen Jiahua and Huaye Fragrance also saw significant net inflows, while stocks like Marubi Biological and Shanghai Jahwa experienced net outflows from institutional and retail investors [3]

Group 1 - The market focus stocks include Tianpu Co., which reached a limit-up on the auction, and Dechuang Environmental, also hitting a limit-up, indicating strong investor interest in environmental stocks [1] - The optical communication sector saw strong performance with Changfei Fiber rising by 1.37% and a notable increase in the chip industry chain with Jianye Co. hitting a limit-up and Dongni Electronics opening up by 2.36% [1] - Yunnan Energy Investment, involved in mergers and acquisitions, opened up by 1.00%, while Zhaoxin Co. exceeded performance expectations with a 0.93% increase, and Aipu Co. remained flat [1] Group 2 - The rare earth permanent magnet sector showed positive movement with China Rare Earth opening up by 1.15%, reflecting ongoing interest in this industry [1] - The satellite internet concept stock Sanwei Communication opened up by 3.06%, indicating a growing interest in satellite technology [1] - The beauty and personal care sector, represented by Jiaheng Jiahua, opened slightly up by 0.03%, showing stability in this market segment [1]

Market Performance - The A-share market continued its strong performance in the last week of August, with major indices reaching new highs and trading volume increasing significantly [2] - From August 25 to August 29, the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market Index rose by 0.84%, 4.36%, 7.74%, and 4.13% respectively, with 1,752 stocks rising and 95 stocks gaining over 20% [2][3] Technology Sector - The technology sector was a significant driving force behind the market's performance, with the Shenzhen Component Index being more tech-oriented compared to the Shanghai Composite Index, which is heavily weighted towards banking [3] - Notable individual stock performances included Kaipu Cloud (688228.SH) with a 133.74% increase, followed by Rongyi Precision (873223.BJ), Tianfu Communication (300394.SZ), and Tianpu Co., Ltd. (605255.SH), all exceeding 60% gains [3] Stock Competition - A notable competition occurred between Cambrian (688256.SH) and Kweichow Moutai (600519.SH) for the title of "king of stocks," with Cambrian briefly taking the lead before fluctuating in position [4] Market Outlook - Analysts remain optimistic about the short-term outlook for the A-share market, citing multiple favorable policies and a shift of household savings into the capital market as key factors [6] - The overall profit growth for A-share listed companies is expected to turn positive by 2025, ending a four-year decline, particularly in the technology innovation sector [6] - Short-term investment opportunities are suggested in sectors such as batteries, semiconductors, communication equipment, and energy metals [6][7] Liquidity and Policy Support - The liquidity factors are expected to drive the market in the short term, with fiscal and monetary policies continuing to support the economy and mitigate risks [7] - The market is anticipated to maintain an upward trend, supported by reasonable valuations and emerging positive factors such as a potential interest rate cut by the Federal Reserve [7]

Group 1 - The cosmetics sector increased by 1.05% on August 29, with Jiaheng Jiahua leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Jiaheng Jiahua's stock price rose by 20.01% to 31.85, with a trading volume of 138,900 shares and a transaction value of 434 million yuan [1] Group 2 - The cosmetics sector saw a net inflow of 10.35 million yuan from institutional investors, while retail investors contributed a net inflow of 88.15 million yuan [2] - Major stocks in the sector experienced varied capital flows, with Jiaheng Jiahua having a net inflow of 76.21 million yuan from institutional investors [3] - Shanghai Jiahua had a net inflow of 35.86 million yuan from institutional investors, but a net outflow of 51.01 million yuan from retail investors [3]

Group 1 - The beauty care sector experienced a significant rally on August 29, with Jiaheng Jiahua hitting a 20% limit up [1] - Other companies such as Jieya Co., Shuyang Co., Qingsong Co., Huaye Fragrance, and Shanghai Jahwa also saw increases in their stock prices [1]

Core Insights - Jiaheng Jiahua reported a significant increase in revenue but a substantial decline in net profit for the first half of 2025, indicating challenges in profitability despite higher sales [1] Financial Performance - Total revenue reached 514 million yuan, a year-on-year increase of 21.72% [1] - Net profit attributable to shareholders was -32.14 million yuan, a decline of 489.78% compared to the previous year [1] - The second quarter saw total revenue of 295 million yuan, up 34.99% year-on-year, but net profit was -12.21 million yuan, down 381.37% [1] Profitability Metrics - Gross margin decreased to 14.98%, down 23.92% year-on-year [1] - Net margin was -6.26%, a drop of 384.54% compared to the previous year [1] - Total selling, administrative, and financial expenses amounted to 94.94 million yuan, accounting for 18.49% of revenue, a slight decrease of 0.63% year-on-year [1] Balance Sheet Highlights - Cash and cash equivalents decreased to 155 million yuan, down 16.89% year-on-year [1] - Accounts receivable increased to 320 million yuan, a rise of 30.79% [1] - Interest-bearing debt rose to 676 million yuan, an increase of 20.77% [1] Shareholder Metrics - Earnings per share were -0.32 yuan, a significant decline of 540.00% year-on-year [1] - Book value per share decreased to 8.68 yuan, down 8.24% [1] - Operating cash flow per share was 0.15 yuan, a decrease of 31.13% [1] Investment Return Analysis - Historical median ROIC since listing is 11.15%, with the worst year being 2024 at -0.84% [3] - The company has reported one loss year since its IPO, indicating potential underlying issues [3] Financial Health Indicators - Cash flow situation is concerning, with cash to current liabilities ratio at 51.41% [3] - Debt situation is also a concern, with interest-bearing debt to asset ratio at 35.51% [3] - Accounts receivable situation is critical, as the annual net profit attributable to shareholders is negative [3]

Market Overview - The cosmetics sector experienced a decline of 4.44% on August 27, with Proya leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Key stocks in the cosmetics sector showed varied performance, with Jiahen Jiahua rising by 2.08% to a closing price of 25.03 [1] - Other notable declines included Marubi Biological falling by 2.13% to 40.94, and Shiseido dropping by 3.34% to 25.47 [1][2] Trading Volume and Capital Flow - The total trading volume for the cosmetics sector was significant, with Jiahen Jiahua recording a volume of 195,100 shares and a transaction value of 498 million yuan [1] - The sector saw a net outflow of 580 million yuan from institutional investors, while retail investors contributed a net inflow of 470 million yuan [2] Capital Flow Analysis - Major stocks like Jiahen Jiahua and Marubi Biological experienced mixed capital flows, with Jiahen Jiahua seeing a net outflow of 15.42 million yuan from institutional investors [3] - Conversely, Marubi Biological had a net inflow of 7.79 million yuan from institutional investors, indicating varied investor sentiment across the sector [3]

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） 每经AI快讯，嘉亨家化（SZ 300955，收盘价：24.52元）8月27日发布公告称，公司第三届第四次董事 会会议于2025年8月25日在公司及全资子公司会议室以现场与通讯相结合的方式召开。会议审议了《关 于公司2025年半年度报告及其摘要的议案》等文件。 2024年1至12月份，嘉亨家化的营业收入构成为：制造业占比100.0%。 ...

主管会计工作的负责人： 会计机构负责人： 嘉亨家化股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：嘉亨家化股份有限公司 单位：万元 | | | 占用方与上市 | 上市公司核 | 年初 2025 | 2025 年半年 度占用累计 | 2025 年半年 度占用资金 | 年半年 2025 | 年半年度 2025 | 占用形成 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 公司的关联关 | 算的会计科 | 占用资金 | 发生金额(不 | 的利息(如 | 度偿还累计 | 末占用资金余 | 原因 | 占用性质 | | | | 系 | 目 | 余额 | | | 发生金额 | 额 | | | | | | | | | 含利息) | 有) | | | | | | 控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | - | - | - | ...