敷尔佳（301371）公告，2025年第一季度营业收入3.01亿元，同比下降26.39%。净利润9138.43万元， 同比下降39.77%。 ...

Core Insights - Fulejia showcased its advanced skincare technology and innovative products at the 5th China International Consumer Products Expo, emphasizing its commitment to high-end medical skincare and global brand expansion [1] - The global launch of Sculptra, an injectable poly-L-lactic acid filler, in China marks a significant milestone, as it is the first of its kind approved by both the FDA and the EU, with over 25 years of safety and clinical evidence [1] Industry Summary - The skincare industry is evolving towards more technological and professional solutions, driven by increasing consumer demand for safe and effective products [2] - The market is expected to see strong growth from companies with comprehensive brand matrices and product categories, such as Marubi Biotechnology [2] - Companies like Juzi Biotechnology are poised for rapid development by accurately targeting niche markets, particularly with the rise of collagen reorganization and domestic beauty trends [2] - Betaini is leveraging high cost-performance and strong product innovation to capture market share [2] - Longzi Co. is focusing on both external expansion and internal growth strategies in the medical aesthetics sector, indicating significant future potential [2] - East China Pharmaceutical is demonstrating strong development potential through its innovative drug research and medical aesthetics product pipeline [2]

在第五届中国国际消费品博览会（以下简称"消博会"），美妆赛道又一次成为亮眼的存在。 据《中国经营报》记者不完全统计，包括雅诗兰黛、华熙生物、花西子、欧莱雅在内的多家美妆品牌亮 相。在现场，排队领小样、打卡拍照、产品体验等活动层出不穷，而美妆品类的站台也成为消博会现场 最热闹的地方之一。 实际上，在全球的免税市场中，化妆品的销售额占比一直都是名列前茅。本土品牌借消博会契机"秀肌 肉"，国际品牌也想要进一步"掘金"中国市场，而在海南召开的消博会则成为了品牌商们集中展示自己 的窗口。 国际美妆品牌"掘金"中国市场 实际上，此前中国市场一直被众多国际化妆品牌视为业绩增长引擎，尤其是高端化妆品市场一直被国际 品牌牢牢占据。但如今，随着国货品牌的崛起，消费者需求分化、渠道生态重构，在韩妆逐渐淡出中国 市场之后，其余国际美妆巨头或也面临着时代的挑战。 国际美妆品牌在中国市场的光环或正在削减的具体表现，就包括在华业绩下滑。如雅诗兰黛集团2025财 年第二季度（2024年9月30日至12月31日），包括中国市场在内的亚太市场的净销售额同比减少11%至 12.87亿美元；欧莱雅2024年全年销售额同比增长5.6%，而北亚地区销售 ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 化妆品板块走高，芭薇股份涨超10%，敷尔佳（301371）、水羊股份（300740）、拉芳家化 （603630）、贝泰妮（300957）、上海家化（600315）等跟涨。 ...

Core Viewpoint - The company plans to increase its capital in Beijing Shuangzhou Technology Co., Ltd. with cash, aiming to acquire a 50.10% stake and become the controlling shareholder [1] Group 1: Investment Details - The pre-investment overall valuation of Shuangzhou Technology is approximately 150 million yuan, with the specific valuation to be determined by a final assessment report [1] - The transaction price and specific terms will be negotiated and formalized in a signed agreement [1] - This transaction does not constitute a related party transaction and is not expected to trigger a major asset restructuring [1] Group 2: Strategic Implications - If the equity investment is completed, Shuangzhou Technology will be included in the company's consolidated financial statements [1] - The investment will facilitate the company's integration of resources in the information security sector, including R&D, technology, and market channels [1] - This move is expected to broaden the company's product line and market channels, enhance market share, and improve overall competitiveness [1]

Group 1 - Fulejia has experienced a continuous decline for 10 trading days, with a cumulative drop of -7.64% [1] - Harbin Fulejia Technology Co., Ltd. was established in 2017 and is engaged in the research, production, and sales of professional skin care products [1] - Huabao Fund's Huabao CSI Medical ETF is among the top ten shareholders of Fulejia, having increased its holdings in the fourth quarter of last year [1] Group 2 - The Huabao CSI Medical ETF has achieved a year-to-date return of 5.02%, ranking 1094 out of 3442 in its category [2] - The fund's performance over the past week and month shows declines of -2.67% and -5.59%, respectively, while it has a quarterly increase of 1.48% and a six-month increase of 26.65% [2] - The average performance of similar funds shows a year-to-date return of 3.89% [2] Group 3 - The fund manager of Huabao CSI Medical ETF is Hu Jie, who has been with Huabao Fund since June 2006 and has extensive experience in various investment roles [3][4] - Hu Jie has managed multiple funds, including the Huabao CSI Medical Index Fund and the Huabao CSI 1000 Index Fund, among others [3][4] - Hu Jie holds a master's degree in finance and has been involved in index investment management for over 12 years [4]

证券代码：301371 证券简称：敷尔佳 哈尔滨敷尔佳科技股份有限公司 投资者关系活动记录表 编号：2025-003 | | ☑特定对象调研 分析师会议 | | --- | --- | | 投资者关系活 动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 及人员姓名 | 西藏博恩资产管理有限公司 刘尹博 | | 时间 | 2025 年 3 月 13 日 16：00-17：00 | | 地点 | 公司一楼花果山会议室 | | 上市公司接待 | 邓百娇女士 董事、董事会秘书、财务负责人 吴 弘先生 证券事务代表 | | 人员姓名 | | | | 齐鑫鑫女士 IR（投资者关系管理） Q1：请介绍一下目前公司的主要产品情况。 | | | A：目前公司主要业务为专业皮肤护理产品的研发、生产 | | | 与销售，专业皮肤护理产品分为医疗器械类产品与功能性护肤 | | | 品（化妆品）两大类，产品剂型以贴类为主，非贴片类产品覆 | | 投资者关系活 | 盖水、乳、精华、次抛、眼膜等。 | | 动主要内容介 ...

暴利行业持续分化洗牌。 作者 | 贝壳XY 编辑 | 小白 正所谓，爱美之心，人皆有之。如今，美容护理已越发融入人们的日常生活中，其市场需求持续扩 大。国家统计局数据显示，我国化妆品类零售总额在过去二十多年里呈现稳步提升，2023年达到4,14 2亿元，较2011年增长接近3倍。 但2024年1-11月的情况却有些不同，化妆品类零售总额罕见出现负增长，同比下滑了1.3%，莫非化妆 品生意不好做了？ （来源：Choice终端，制表：市值风云APP） 这组数据背后，其实意味着两层含义，其一是化妆品需求的小幅减少，其二则是行业内卷越发严重。 消费需求越发向头部品牌集中，质量不佳、规模较小、生产不良的尾部企业正逐渐被淘汰出局，一场 席卷整个行业的大洗牌或许正在进行。 动荡过后，仍能留在牌桌上的企业必定各有各的看家本领，今天我们便从美容护理板块前十大市值公 司来一探究竟。 参考申万行业分类及截至2024年12月31日的市值排名，前十大公司分别为爱美客（300896.SZ）、珀 莱雅（603605.SH）、华熙生物（688363.SH）、稳健医疗（300888.SZ）、锦波生物（832982.BJ）、 贝泰妮（30095 ...

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 件流通股数量为37,632,239股，占本次发行后总股本的比例为9.4062%，有限售条 件股份数量362,447,761股（其中：网下配售限售股2,447,761股，首发前限售股 360,000,000股），占发行后总股本的比例为90.5938%。 2024年2月1日，公司首次公开发行网下配售限售股上市流通，解除限售股份 数量为2,447,761股，占公司总股本的0.6118%。具体内容详见公司于2024年1月29 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于首次公开发行网下配售限售 股上市流通的提示性公告》（公告编号：2024-003）。 2024年8月 ...