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]

贝泰妮发布公告称，2025年8月13日，贝泰妮接受云南工投惠众基金等投资者调研，公司副总裁、CFO 王龙等人参与接待，并回答了投资者提出的问题。 （文章来源：每日经济新闻） ...

Group 1: Brand Positioning and Strategy - The brand Aikeman targets high-end domestic market, benchmarking against international beauty brands, leveraging R&D and supply chain resources for competitive advantage [2] - Winona has begun expanding into Southeast Asia in 2023, focusing on local residents who share similar skin types with Chinese consumers, offering a full range of skincare products [3] Group 2: Product and Market Development - Winona's core product, the special protective cream, has achieved sales exceeding 1 billion, showcasing strong brand recognition and growth potential [3] - Aikeman's initial market strategy involved offline channels such as beauty and medical stores, with plans to enter e-commerce through live streaming in 2024 [4] Group 3: Innovation and Competitive Edge - Key competitive advantages include a reserve of new plant-based raw materials, continuous investment in innovation, and high consumer recognition of the Winona brand [3] - The company maintains a cautious approach to mergers and acquisitions, focusing on targets within the skin health ecosystem to leverage existing resources for growth [4]

Core Insights - The global functional skincare market is projected to reach approximately $180.5 billion in 2024, with China accounting for about 27% of the global skincare market [6][8]. - The market for functional skincare products is expected to grow at a compound annual growth rate (CAGR) of 5%, potentially exceeding $240 billion by 2030 [10]. Industry Overview - The concept of "functional cosmetics" emerged in the 1940s, with the term "pharmaceutical cosmetics" introduced in the 1970s by dermatologist Albert Kligman, leading to widespread acceptance in Western countries [6]. - The functional skincare market is currently dominated by brands from Europe, Japan, and the United States, with significant players including L'Oréal, Estée Lauder, and Shiseido [3]. Market Competition - The global functional skincare market exhibits a moderate level of concentration, with numerous brands competing, although leading companies like L'Oréal and Estée Lauder hold significant market shares [4]. - China's Betaini has a notable competitive advantage in the dermatological skincare segment [3]. Future Projections - The global functional skincare market is expected to grow at a faster rate than the overall skincare market due to the increasing prevalence of sensitive skin issues in major countries [10].

Market Overview - On August 13, the cosmetics sector rose by 0.32% compared to the previous trading day, with Huaye Fragrance leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Huaye Fragrance (300886) closed at 31.95, with an increase of 8.56% and a trading volume of 118,700 shares, amounting to a transaction value of 377 million yuan [1] - Qingsong Co. (300132) closed at 6.28, up 2.11%, with a trading volume of 529,100 shares and a transaction value of 296.6 million yuan [1] - Shuiyang Co. (300740) closed at 18.44, up 1.88%, with a trading volume of 195,100 shares and a transaction value of 358 million yuan [1] - Other notable performances include Kesheng Co. (300856) up 1.37%, and Beitaini (300957) up 0.44% [1] Capital Flow Analysis - The cosmetics sector experienced a net outflow of 66.27 million yuan from institutional investors, while retail investors saw a net inflow of 41.45 million yuan [2] - The main capital inflow was observed in Huaye Fragrance, with a net inflow of 42.14 million yuan from institutional investors [3] - Conversely, Jincheng New Materials (300849) saw a net outflow of 6.41 million yuan from institutional investors [3]

每经记者｜范芊芊 舒冬妮 每经编辑｜文多 8月7日已立秋，但国内大部分地区仍处于一年中紫外线最强的时间段，作为越来越多人的刚需，防晒霜正值销售旺季。 图片来源：每日经济新闻 程鹏 摄 电商平台上有着各种品牌和价位的"防晒霜"，仅以防晒系数（SPF）50的产品为例，其价格就从几十元到几百元不等。在短视频平台和批发平台，有的防晒 霜甚至低至每支0.99元、2.99元，这些价廉的防晒霜累计销量超过百万支。 为何同样防晒系数的产品价格差距如此之大？为何有的产品每支低至不到1元？7月21日——8月12日，《每日经济新闻》记者就此对多家防晒霜生产工厂展 开调查。 调查中，有从业人士直言行业"水太深"，一些厂家通过防晒剂"缺斤少两"等方式控制成本，让一支50ml软管防晒霜的原料成本可能只需几元，即便加上包装 等支出，每支成本也仅3元多。厂家即便以30元的价格出售这些"缺斤少两"的产品，也能获得约9倍利润。 防晒值虚标、"挂羊头卖狗肉"也是常见套路，不少产品标示防晒系数50，但实际无法达到效果，因为工厂送检时是合规品，但真正量产时，却抱着"抽检不 到"的侥幸心理对产品偷工减料。 记者在调查过程中还发现，无技术、无"特殊化妆品 ...

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 ...

Core Insights - The functional skincare industry in China is experiencing a rise of domestic brands, with a focus on products that address specific skin issues and provide therapeutic benefits [1][8] - The market size for functional skincare products is projected to exceed 480 billion yuan by 2024, driven by increasing consumer demand for safety and efficacy [25][31] Industry Overview - Functional skincare products are defined as cosmetics or medical devices that target specific skin problems and possess pharmacological effects [1] - The industry is currently in a phase of domestic brand emergence, with significant growth in market share for local brands like Winona and Huaxi Biological [8] Industry Chain Analysis - The functional skincare industry chain consists of upstream raw material suppliers, midstream manufacturers, and downstream sales channels [4][6] - Key raw materials include collagen, hyaluronic acid, and peptides, while packaging materials range from paper to glass [4] Market Development History - The industry has gone through three stages: initiation (1998-2008), transformation (2009-2014), and the current rise of domestic brands (2015-present) [8] - The entry of brands like Vichy and Avene marked the beginning of the functional skincare market in China [8] Policy Background - The industry is governed by regulations applicable to both cosmetics and medical devices, focusing on efficacy claims and labeling management [11][13] Current Market Status - The market is characterized by three main segments: dermatological skincare, high-efficacy skincare, and medical-grade skincare [14] - Consumers are increasingly focused on product efficacy, safety, and ingredient transparency, particularly for sensitive skin [15][16] Sales Channels - Online sales channels dominate the market, with companies like Proya achieving significant revenue from e-commerce [20] - The sales strategy often includes a combination of online and offline channels to maximize reach [19] Profitability - The gross profit margins for most listed companies in the functional skincare sector exceed 70%, with some companies like Jinbo Biological reaching 92.02% due to their focus on medical devices [24] Market Size and Growth - The functional skincare market in China has grown from 10.25 billion yuan in 2017 to an estimated 48.743 billion yuan in 2024 [25][28] - The market is expected to reach 86 billion yuan by 2030, with a compound annual growth rate of approximately 9.0% [33] Competitive Landscape - The competitive landscape is led by companies like Betaini, which holds an 11.71% market share, followed by Huaxi Biological and others [31] - The industry is concentrated in coastal regions, particularly Shanghai and Guangdong [28] Future Trends - The penetration rate of functional skincare products is expected to increase, with a focus on product innovation and medical endorsements [35] - The industry is likely to see intensified competition as consumer preferences evolve towards more personalized and effective solutions [33]