Core Viewpoint - The daily chemical industry in China is experiencing significant growth, driven by rising consumer demand and an increase in living standards, with projections indicating substantial revenue and profit growth in the coming years [1][4][6]. Group 1: Industry Overview - The daily chemical industry is a vital part of the national economy and a significant segment of the fast-moving consumer goods sector, providing essential products for daily use [1][4]. - The industry is expected to see sales revenue from large-scale enterprises increase from CNY 404.14 billion in 2018 to CNY 413.84 billion in 2024, with profits projected to rise from CNY 43.04 billion to CNY 38.63 billion in the same period [1][4][6]. - By 2025, sales revenue is anticipated to reach CNY 435 billion, with total profits expected to hit CNY 40 billion [1][6]. Group 2: Industry Chain - The upstream of the daily chemical industry includes raw materials such as surfactants, matrix materials, natural/plant materials, and packaging materials, with surfactants being crucial for product efficacy [8]. - The midstream involves the production and manufacturing of daily chemical products, while the downstream encompasses sales channels and end consumers, including supermarkets, convenience stores, specialty shops, and e-commerce platforms [8]. Group 3: Development Environment and Policies - The government has implemented various policies to support the development of the daily chemical industry, enhancing the regulatory framework and promoting sustainable growth [10]. - Key policies include the "Cosmetics Sampling Inspection Management Measures" and announcements aimed at optimizing the registration and inspection processes for ordinary cosmetics, which contribute to a more robust industry structure [10][12]. Group 4: Competitive Landscape - The Chinese daily chemical market is characterized by intense competition, with both international brands like L'Oréal and Unilever and domestic brands like Shanghai Jahwa and Proya coexisting [13][15]. - Domestic brands are gaining traction by leveraging their understanding of local markets and flexible strategies, while international brands maintain consumer trust through established reputations [13][15]. Group 5: Industry Trends - The daily chemical industry is witnessing a surge in brand proliferation, with local companies increasingly capturing market share and developing competitive advantages [19]. - There is a growing trend towards personalization in consumer demands, necessitating companies to adapt to diverse regional preferences and consumer behaviors [20]. - The male grooming market is emerging as a new competitive frontier, with increasing demand for male-targeted daily chemical products [20]. - Safety and health concerns are driving consumer preference towards natural and organic products, prompting companies to focus on reducing harmful additives in their offerings [20].

证券之星消息，8月21日化妆品板块较上一交易日上涨1.27%，水羊股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | 9.08 | -1.20% | 142.86万 | 13.26 Z | | 603605 | | 86.87 | -0.13% | 9.25万 | 8.05亿 | | 300849 | 锦盛新材 | 13.84 | 0.14% | 5.36万 | 7426.32万 | | 300957 | 贝泰妮 | 46.91 | 0.64% | 6.82万 | 3.21亿 | | 600315 | 上海家化 | 23.40 | 0.65% | 14.13万 | 3.32亿 | | 300856 | 科思股份 | 15.74 | 0.70% | 8.23万 | 1.29亿 | | 300955 | 嘉亨家化 | 20.69 | 0. ...

证券之星消息，8月19日化妆品板块较上一交易日上涨0.25%，青松股份领涨。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300132 | 青松股份 | 6.35 | 4.79% | 46.79万 | | 2.93亿 | | 300886 | 华业香料 | 31.15 | 2.50% | 5.12万 | | · 1.57亿 | | 300740 | 水羊股份 | 18.90 | 2.38% | 21.47万 | | 4.05亿 | | 837023 | 芭薇股份 | 19.10 | 1.76% | 4.14万 | | 7911.63万 | | 300955 | 嘉亨家化 | 20.60 | 1.38% | 3.04万 | | 6227.35万 | | 603983 | 丸美生物 | 43.78 | 1.34% | 4.54万 | | 2666T | | ...

Group 1 - The cosmetics sector increased by 1.2% on August 15, with Shuiyang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Key stocks in the cosmetics sector showed various performance, with Shuiyang Co., Ltd. closing at 18.09, up 2.67%, and Marubi Biological Technology Co., Ltd. closing at 41.52, up 2.42% [1] Group 2 - The cosmetics sector experienced a net outflow of 104 million yuan from main funds, while retail investors saw a net inflow of 165 million yuan [2] - Notable stocks with negative performance included Qingdao Kingking, which closed at 8.74, down 1.80% [2] - The trading volume and turnover for several stocks were significant, with Shuiyang Co., Ltd. achieving a turnover of 276 million yuan [1][2]

证券之星消息，8月12日化妆品板块较上一交易日下跌0.02%，上海家化领跌。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。化妆品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603630 拉芳家化 | | -2328.54万 | 8.07% | 1048.31万 | 3.63% | -3376.86万 | -11.70% | | 603605 | | 1580.14万 | 3.82% | -930.55万 | -2.25% | -649.59万 | -1.57% | | 300132 青松股份 | | 891.73万 | 5.74% | 1094.90万 | 7.05% | -1986.64万 | -12.79% | | 603983 丸美生物 | | 741.71万 | 7.38% | -407.62万 | -4.06% | -334.09 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603630 | 拉芳家化 | 22.10 | -4.08% | 6.56万 | 1.47亿 | | 837023 | 芭薇股份 | 19.29 | -3.69% | 3.66万 | 7136.37万 | | 300849 | 锦盛新材 | 13.05 | -2.61% | 4.57万 | 6053.15万 | | 600223 | 福瑞达 | 8.36 | -2.34% | 20.43万 | 1.73亿 | | 603605 | 甜菜雅 | 81.99 | -2.22% | 6.52万 | 5.38 Z | | 300957 | 贝泰妮 | 44.85 | -1.82% | 4.05万 | 1.82亿 | | 300856 | 科思股份 | 14.89 | -1.72% | 6.03万 | 9033.66万 | | 301371 | 敷尔佳 | 26.19 | -1.69% | 2.11万 | 5570.93万 | | 300955 | 嘉亨家化 ...

证券日报网讯嘉亨家化（300955）7月29日在互动平台回答投资者提问时表示，公司目前生产经营情况 正常，产能充裕且设施先进。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300955 | 嘉亨家化 | 21.32 | -5.45% | 10.48万 | | 2.25 乙 | | 603630 | 拉芳家化 | 22.95 | -2.92% | 6.84万 | 1.58亿 | | | 300886 | 华业要料 | 29.59 | -2.05% | 3.10万 | 9186.37万 | | | 600315 | 上海家化 | 22.24 | -2.03% | 17.56万 | | 3.91亿 | | 837023 | 芭薇股份 | 19.45 | -1.72% | 2.83万 | 5507.76万 | | | 002094 | 青岛金王 | 66'8 | -1.21% | 52.05万 | | 4.66 Z | | 002243 | 力合科创 | 8.23 | -0.84% | 13.38万 | | 1.10亿 | | 603983 | 丸美生物 | 40.10 | -0.74% | 2.41万 | ...

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFlytek, as well as AI hardware companies like Yingshi Network, Hongsoft Technology, and Hesai Technology, indicating a positive investment outlook for these sectors [3]. Core Insights - The AI industry is expected to see significant growth, particularly in the second half of the year, with advancements in AI applications, smart driving, domestic substitution, and overseas expansion showing promising trends [5][12]. - The report highlights the performance of the AI computing sector, which is expected to maintain high growth, while AI applications are accelerating upward [11][13]. - The report anticipates that the overall revenue for the sector may be flat, but profit margins are expected to improve due to cost savings from AI integration and efficiency gains [5][12]. Summary by Sections Current Week's Insights - The report discusses the recent advancements in AI, including the release of the GR-3 model by ByteDance's Seed team, which demonstrates superior capabilities in real-world scenarios [5][12]. - The report notes that the AI industry chain, smart driving, and domestic substitution are expected to maintain good momentum, with a focus on AI applications showing accelerated growth [12]. Sector Performance - The report categorizes various sectors within the computer industry based on their growth potential, with AI computing and lidar maintaining high growth, while sectors like industrial software and medical IT are under pressure [11][13]. - The report indicates that the software outsourcing sector is stable, with new growth drivers emerging from AI, overseas expansion, and domestic substitution [13]. Market Review - From July 18 to July 25, 2025, the computer industry index rose by 1.71%, outperforming the CSI 300 index by 0.02 percentage points, indicating a positive market sentiment [14][19]. - The report highlights the top-performing companies in the computer sector during this period, showcasing significant gains for several firms [19]. Upcoming Events - The report mentions key upcoming events, including the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, which are expected to present opportunities within the industry [27][28].

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、担保情况概述 嘉亨家化股份有限公司（以下简称"公司"或"嘉亨家化"）于 2025 年 4 月 21 日分别召开第三届董事会第二次会议和第三届监事会第二次会议、于 2025 年 5 月 14 日召开 2024 年年度股东大会，审议通过了《关于 2025 年度公司及全资子 公司申请综合授信、提供担保额度预计的议案》，同意 2025 年度公司及全资子 公司预计向银行等金融机构申请不超过人民币 9.8 亿元（包括新增及原授信到期 后续期）的综合授信额度，公司对全资子公司授信预计提供合计不超过人民币 8.1 亿元的担保额度，其中为资产负债率大于等于 70%的子公司提供担保额度不 超过人民币 6.1 亿元，为资产负债率小于 70%的子公司提供担保额度不超过人民 币 2.0 亿元。授信额度有效期为自公司 2024 年年度股东大会审议通过之日起至 2026 年度授信及担保方案经公司股东大会审议批准之日止，授信期限内，授信 额度可循环使用。具体内容详见公司于 2025 年 4 月 23 日在巨潮资讯网 （www.cninfo. ...