Core Viewpoint - The event "New Journey of Investor Education Service" was successfully held by Guotai Junan Securities at the Shenzhen Stock Exchange, focusing on enhancing communication between listed companies and investors, specifically featuring the local cosmetics leader, Beitaini [1][11]. Group 1: Event Overview - The event took place at Beitaini's newly established central factory, which integrates cosmetics and medical device production, showcasing a modern "smart factory" [3]. - Over 20 investors participated in an immersive visit and in-depth dialogue, gaining insights into Beitaini's innovative genes and strategic layout [1][3]. Group 2: Company Insights - Beitaini's Vice General Manager, CFO, and Board Secretary Wang Long detailed the company's development history, highlighting its evolution from sensitive skin care to a multi-brand matrix [10]. - The company emphasized its strategic investments in research, including the establishment of the Beitaini Research Institute and a rare plant research institute, focusing on raw material innovation and sustainable practices [10]. Group 3: Investor Interaction - During the Q&A session, investors engaged in discussions about annual report performance, sub-brand incubation progress, competitive strategies, and marketing innovations [10]. - Wang Long provided targeted responses regarding core brand growth drivers, new brand cultivation rhythms, and strategic adjustments in response to market changes, offering clarity on the company's long-term value [10]. Group 4: Future Directions - The event facilitated better information symmetry and interaction between Beitaini and investors, laying a solid foundation for improving investor relations management and enhancing market image [11]. - Guotai Junan Securities plans to continue organizing investor education activities, fostering communication between investors and listed companies to promote a healthy capital market ecosystem [11].

证券日报网讯贝泰妮（300957）8月20日在互动平台回答投资者提问时表示，公司始终专注于云南特色 植物资源的研发与产业化应用，核心深耕人类功效性护肤品领域。通过融合植物学、生物学及皮肤学前 沿科技，持续强化"产学研医"体系在化妆品新原料转化中的领先优势。目前研发资源聚焦于人类皮肤健 康需求，暂未布局其他生物形态的皮肤研究领域。 ...

Core Insights - The event "New Journey of Investment Education Services" was successfully held at the Shenzhen Stock Exchange, focusing on enhancing communication between listed companies and investors [1] - The event showcased Betaini's new central factory, emphasizing its modernized production capabilities and commitment to quality through a fully digitalized control system [2] - Betaini's management provided insights into the company's growth trajectory, multi-brand strategy, and ongoing investments in research and development, including ESG initiatives [3] - The event facilitated better information symmetry and interaction between Betaini and investors, laying a foundation for improved investor relations management [4] Group 1 - The event was organized by Guotai Junan Securities in collaboration with various regulatory bodies, aiming to deepen investor engagement [1] - Betaini's new factory integrates cosmetics and medical device production, highlighting its technological advancements and automated processes [2] - The management discussed the company's evolution from sensitive skin care to a multi-brand approach, detailing its operational strategies and R&D investments [3] Group 2 - The interactive session allowed investors to engage with management on key topics such as annual performance, brand incubation, and marketing innovations [3] - The event served as a platform for enhancing the company's market image and investor relations, with plans for future investor education initiatives [4] - Guotai Junan Securities aims to continue facilitating investor-company interactions to foster a healthy capital market ecosystem [4]

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 ...