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]

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]

（文章来源：证券日报） 证券日报网讯敷尔佳8月6日在互动平台回答投资者提问时表示，截至2025年7月31日，公司股东户数为 15977户。 ...

Core Insights - The cosmetics sector experienced a decline of 1.56% on July 31, with LaFang JiaHua leading the drop [1][2] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Market Performance - The following companies showed notable price movements: - Shuiyang Co., Ltd. (300740) closed at 16.87, up 1.08% with a trading volume of 176,700 shares and a turnover of 299 million yuan [1] - LaFang JiaHua (603630) closed at 22.10, down 4.08% with a trading volume of 65,600 shares and a turnover of 147 million yuan [2] - Other companies like Qingdao King (002094) and Huaye Fragrance (300886) also saw declines of 0.34% and 0.46% respectively [1][2] Capital Flow - The cosmetics sector saw a net outflow of 162 million yuan from institutional investors, while retail investors contributed a net inflow of 154 million yuan [2][3] - Specific stock capital flows included: - Shuiyang Co., Ltd. had a net inflow of 13.29 million yuan from institutional investors [3] - LaFang JiaHua experienced a significant net outflow of 17.62 million yuan from institutional investors [3]

证券代码：301371 证券简称：敷尔佳 公告编号：2025-025 哈尔滨敷尔佳科技股份有限公司 关于首次公开发行前已发行股份部分解除限售并 上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 哈尔滨敷尔佳科技股份有限公司（以下简称"公司"或"发行人"）本次解 除限售的股份为公司首次公开发行前已发行的部分限售股。本次解除限售的股东 数量为 3 户，股份数量为 120,900 股，占公司总股本的 0.0232%；本次可实际上 市流通的股份数量为 120,900 股，占公司总股本的 0.0232%。本次解除限售股份 的上市流通日期为 2025 年 8 月 1 日（星期五）。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意哈尔滨敷尔佳科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2023]1157 号）同意注册，并经深圳证券 交易所同意，公司首次公开发行人民币普通股（A 股）股票 40,080,000 股,并于 2023 年 8 月 1 日在深圳证券交易所创业板上市交易。公司首次公开发行前总股 本为 ...

中信证券股份有限公司 关于哈尔滨敷尔佳科技股份有限公司首次公开发行前 已发行股份部分解除限售并上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为哈尔滨敷尔 佳科技股份有限公司（以下简称"敷尔佳"、"公司"、"发行人"）首次公开发行股 票并在创业板上市的保荐人，根据《证券发行上市保荐业务管理办法》《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》等有关法律、法规和规范性文件要求，对敷尔佳 首次公开发行前已发行股份部分解除限售并上市流通事项进行了审慎核查，核查 情况及核查意见如下： 一、首次公开发行网下配售股份概况 经中国证券监督管理委员会《关于同意哈尔滨敷尔佳科技股份有限公司首次 公开发行股票注册的批复》（证监许可[2023]1157号）同意注册，并经深圳证券 交易所同意，公司首次公开发行人民币普通股（A股）股票40,080,000股,并于2023 年8月1日在深圳证券交易所创业板上市交易。公司首次公开发行前总股本为 360,000,000股，首次公开发行股票完成后总股本为400,080,000股，其中无限售条 件流通 ...

Core Insights - The article highlights the impressive integration of modern technology and traditional wisdom in China's biotechnology sector, as demonstrated by the visit of international students to the Fulejia industrial park [1][2] - The experience provided students with a deep appreciation for China's technological advancements and the potential for future exploration in this field [2] Group 1: Company Overview - Fulejia is recognized as a prominent enterprise among international students, showcasing its reputation and influence in the biotechnology industry [2] - The industrial park features a unique design that combines 3D mapping and projection to narrate the brand's story, emphasizing its cultural heritage [1] Group 2: Technological Advancements - The production facilities at Fulejia utilize automated equipment that operates with precision, reflecting the depth of China's technological foundation and innovation [1] - Students were impressed by the rigorous quality control processes and advanced detection instruments used in production, highlighting the company's commitment to technological innovation [1] Group 3: Educational Impact - The visit served as both an educational experience and a source of inspiration for students, who expressed a newfound admiration for China's technological capabilities [2] - The journey is seen as a starting point for students to continue exploring the vast possibilities within China's technology landscape [2]

Core Insights - The article highlights the engagement of Northeast Forestry University students with Fuirjia, showcasing the brand's commitment to addressing skin care issues through educational workshops and personalized solutions [1][2]. Group 1: Brand Engagement - Fuirjia has hosted three educational exchanges with Northeast Forestry University in the past half month, indicating a strong focus on brand interaction and community involvement [1]. - The students expressed excitement and curiosity during product sharing sessions, reflecting a positive reception of Fuirjia's brand and offerings [1]. Group 2: Educational Initiatives - Fuirjia's professional instructors provided in-depth knowledge on skin care, covering various skin types and daily care tips, which enriched the students' understanding [1]. - An interactive sharing session allowed students to voice their skin concerns, creating an engaging atmosphere and fostering direct communication between the brand and participants [1]. Group 3: Customer-Centric Approach - Fuirjia's staff attentively listened to each student's skin issues and offered tailored solutions based on their expertise, demonstrating a commitment to customer care [1]. - The brand provided complimentary masks corresponding to the students' specific skin concerns, enhancing the overall experience and leaving a lasting impression [1][2].

证券代码：301371 证券简称：敷尔佳 公告编号：2025-024 哈尔滨敷尔佳科技股份有限公司 关于聘任助理总经理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 哈尔滨敷尔佳科技股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日 召开了第二届董事会提名委员会第一次会议、第二届董事会第十四次会议，审议 通过了《关于聘任助理总经理的议案》，同意聘任张春静女士为公司助理总经理， 任期自董事会审议通过之日起至第二届董事会届满之日止。具体情况如下： 一、候选人提名情况 公司董事会于 2025 年 6 月 23 日收到总经理孙娜女士提交的《关于助理总经 理候选人的提名函》，提名张春静女士为公司助理总经理候选人。 二、董事会审议情况 三、专门委员会审议情况 公司于 2025 年 6 月 26 日召开第二届董事会提名委员会第一次会议，对助理 总经理候选人的任职资格进行了审查，审议通过了《关于聘任助理总经理的议 案》。 经董事会提名委员会审查，张春静女士具备担任公司助理总经理相应的专业 知识与工作经验，具备担任上市公司高级管理人员的能力，任职资格符合 ...