在互动交流环节，贝泰妮副总经理、财务总监、董事会秘书王龙向投资者详细讲述了企业发展历程。他 以品牌成长为脉络，详述了贝泰妮从敏感肌护肤领域突围到多品牌矩阵（如瑷科缦、贝芙汀等）协同发 展的进阶之路，解析线上线下全渠道融合的运营策略。重点介绍了公司在科研端的战略投入：贝泰妮研 究院的前沿探索、珍稀植物研究所的原料创新、绿色供应链及环保包装的实践成果，以及全球化研发布 局的推进路径。同时阐述了企业在ESG领域的持续深耕，展现科技向善的发展理念。 为深化投资者服务内涵，推动上市公司与投资者深入交流，8月13日上午，在深圳证券交易所、云南证 监局、云南省证券业协会及云南省上市公司协会的联合指导下，国泰海通证券于深交所上市公司贝泰妮 （股票代码：300957）成功举办"踔厉奋发新征程 投教服务再出发"专题活动。国泰海通证券云南投教 基地组织20余名投资者走入贝泰妮，通过沉浸式探访与深度对话，零距离感知本土化妆品龙头的创新基 因与战略布局。 本次活动在贝泰妮2023年正式投产的集团中央工厂举办。这座集化妆品与医疗器械生产于一体的现代化 基地，生动展现了"智慧工厂"的科技内核。在工作人员引导下，投资者系统了解了贝泰妮旗下核 ...

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 | | ...

Core Insights - The article discusses the competitive landscape and market dynamics of the functional skincare industry in China, highlighting key players, market share, and industry concentration levels [1][9][11]. Group 1: Brand Ranking - The functional skincare market in China is segmented into three main categories: dermatological skincare, strong efficacy skincare, and medical aesthetic skincare, with leading brands in each category [1]. - Notable brands in dermatological skincare include Winona, La Roche-Posay, and Avene; strong efficacy brands include WIS and HFP; medical aesthetic brands include Fulejia and Aimeike [1]. Group 2: Revenue and Market Position - The functional skincare industry is divided into three tiers based on revenue: - Tier 1: Betaini with revenue exceeding 5 billion CNY, leading the market [3][12]. - Tier 2: Companies like Giant Biological, Shanghai Jahwa, and Fulejia, which have significant revenue and brand recognition [3]. - Tier 3: Companies such as Proya and Furuida, which are publicly listed but have lower revenue from functional skincare [4]. Group 3: Market Share - The projected market size for functional skincare in China for 2024 is approximately 48.743 billion CNY, with Betaini holding a market share of 11.71% [9]. - Other significant players include Huaxi Biological at 5.27%, Fulejia at 4.14%, Shanghai Jahwa at 2.15%, and Giant Biological at 2.44% [9]. Group 4: Market Concentration - The market concentration for domestic functional skincare brands is relatively low, with the top three companies accounting for 21.12% of revenue and the top six for 26.47% [11]. - There is a trend of increasing market concentration, with leading players establishing brand and research barriers [11]. Group 5: Competitive Landscape - The industry shows a strong reliance on imported raw materials, with suppliers having significant bargaining power [16]. - Domestic brands are gaining market share, and competition is intensifying, with high profit margins and potential threats from new entrants and alternative products [16].

Group 1 - The stock price of Betaini closed at 45.20 yuan on August 15, 2025, reflecting a 1.57% increase from the previous trading day [1] - The trading volume on that day was 39,500 lots, with a total transaction amount of 177 million yuan [1] - Betaini is primarily engaged in the research, development, production, and sales of cosmetics, with a portfolio of well-known skincare brands [1] Group 2 - As of August 14, 2025, the company announced that it had fully returned 320 million yuan of over-raised funds intended for temporary liquidity support to a designated account, with the usage period not exceeding 12 months [1] - On August 15, the net outflow of main funds was 15.86 million yuan, and the cumulative net outflow over the past five days reached 68.83 million yuan [1]

Group 1 - The company, Beitaini, announced that as of August 14, 2025, it has fully repaid the excess raised funds of 320 million yuan to the special account for excess raised funds [2] - The funds were used temporarily to supplement working capital and the usage period did not exceed 12 months [2]

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]

证券代码：300957 证券简称：贝泰妮 公告编号：2025-032 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特此公告。 云南贝泰妮生物科技集团股份有限公司董事会 公司本次实际使用了32,000万元超募资金用于暂时补充流动资金。在使用超 募资金暂时补充流动资金期间，公司严格遵守《上市公司募集资金监管规则》《 深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引 第2号—创业板上市公司规范运作》以及公司《募集资金管理办法》等相关规定， 本次暂时补充流动资金的超募资金仅用于与主营业务相关的生产经营活动，资金 使用安排合理，未影响募集资金投资项目的正常进行。 截至2025年8月14日，公司已将本次用于暂时补充流动资金的超募资金 述归还事项通知了保荐机构及保荐代表人。 云南贝泰妮生物科技集团股份有限公司（以下简称"公司"）于2024年8月 过了《关于使用部分超募资金暂时补充流动资金的议案》，同意公司在确保募集 资金投资项目建设的资金需求及保证募集资金投资项目正常进行的前提下，使用 不超过人民币32,000万元（含本数）的超募资金暂时补充流动 ...

公司本次实际使用了32,000万元超募资金用于暂时补充流动资金。在使用超 募资金暂时补充流动资金期间，公司严格遵守《上市公司募集资金监管规则》《 深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引 第2号—创业板上市公司规范运作》以及公司《募集资金管理办法》等相关规定， 本次暂时补充流动资金的超募资金仅用于与主营业务相关的生产经营活动，资金 使用安排合理，未影响募集资金投资项目的正常进行。 截至2025年8月14日，公司已将本次用于暂时补充流动资金的超募资金 32,000万元全部归还至超募资金专户，使用期限未超过12个月。同时，公司就上 述归还事项通知了保荐机构及保荐代表人。 证券代码：300957 证券简称：贝泰妮 公告编号：2025-032 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 云南贝泰妮生物科技集团股份有限公司（以下简称"公司"）于2024年8月 26日召开第二届董事会第十五次会议和第二届监事会第十二次会议，分别审议通 过了《关于使用部分超募资金暂时补充流动资金的议案》，同意公司在确保募集 资金投资项目建设的资金需求及保证 ...

Core Insights - The Yunnan Provincial Drug Administration conducted a series of inspections on medical device manufacturers and clinical trial institutions, revealing compliance issues that require rectification within a specified timeframe [2][3][4] Group 1: Medical Device Manufacturers - A total of 42 medical device manufacturers were inspected, all of which were found to be compliant but required limited-time rectification [3][4] - Specific companies under scrutiny include Yunnan Opus Medical Technology Co., Ltd., Kunming Qimei Dental Technology Co., Ltd., and Yunnan Beitaini Health Technology Co., Ltd., among others [3][4] Group 2: Clinical Trial Institutions - Nine clinical trial institutions were inspected, all deemed compliant but also required to implement rectifications within a limited timeframe [4] - Institutions inspected include Zhaotong Traditional Chinese Medicine Hospital, Xiangyun County People's Hospital, and Yunnan Provincial Tumor Hospital [4]

Core Insights - The sunscreen market in China is experiencing a significant surge in demand, particularly during the peak UV exposure season, with a wide price range for products, from as low as 0.99 yuan to several hundred yuan per unit [1][4] - The disparity in pricing is attributed to various factors, including the quality of raw materials, production processes, and brand positioning, leading to a situation where some products are sold at a fraction of the cost of others [4][17] Pricing Discrepancies - The price of SPF 50 sunscreen products varies greatly, with some low-cost options selling for as little as 0.99 yuan, while higher-end products can exceed 200 yuan, with the latter accounting for over 50% of the total GMV in the category [4][17] - Manufacturers can produce low-cost sunscreens by using cheaper raw materials and cutting corners in production, resulting in a cost as low as 3 yuan per unit, even when sold at a price of 30 yuan [3][5] Production Practices - Some manufacturers engage in practices such as underfilling products and misrepresenting SPF values, leading to products that do not meet the advertised effectiveness [3][6] - The production of sunscreens can be done without the necessary certifications or technical expertise, as some companies offer services to help brands circumvent regulatory requirements [8][10] Regulatory Environment - The Chinese regulatory framework requires special certification for sunscreen products, which can be costly and time-consuming to obtain, leading to the prevalence of "certificate swapping" practices in the industry [8][9] - Despite stricter regulations and enforcement, some manufacturers still claim to provide services that allow for the circumvention of these requirements, indicating ongoing issues within the industry [10][14] Consumer Guidance - Experts suggest that consumers should consider the brand's control over product quality, the suitability of the product for their skin type, and the specific use case when selecting sunscreens [19] - It is recommended to choose products with official certifications and to be cautious of exaggerated claims regarding effectiveness, as many low-cost options may not provide adequate protection [18][19]