Lafang(SH:603630) Nan Fang Du Shi Bao·2025-07-28 11:14Core Viewpoint - Recently, Lafang Jiahua (603630.SH) launched an advertisement for its hair mask product that sparked discussions, with claims of "1-minute repair" and "3 minutes is also a miracle," which some interpreted as a critique of recent trademark controversies surrounding Pantene [1][3][6]. Group 1: Advertisement Controversy - The advertisement for Lafang's "Lafang Little Gold Bar Hair Mask" claims that using the product for just one minute can repair accumulated hair damage, promoting the phrase "1-minute true repair" [3][9]. - Lafang's advertisement includes phrases like "3 minutes is also a miracle?" and "Stop! This is a miracle!" which have been interpreted by netizens as a reference to the recent trademark issues faced by Pantene [3][6]. - Lafang's representative stated that the "1-minute repair" claim is a factual description aimed at improving repair efficiency compared to similar products on the market [9]. Group 2: Company Response and Product Claims - Lafang's representative emphasized that the term "miracle" reflects the company's technological innovations aimed at enhancing hair care product efficiency, denying any exaggeration in their claims [9]. - The company asserts that the "1-minute repair" claim is supported by third-party testing, indicating that the product can repair four months of accumulated hair damage in just one minute [9]. - Both Lafang and Pantene have stated that their promotional language is backed by data, although the use of the term "miracle" has raised questions about potential exaggeration [9]. Group 3: Financial Performance - Lafang Jiahua's financial report indicates a projected net profit decline of over 50% for the first half of the year, attributed to insufficient demand in the daily chemical industry and increased competition [10][12]. - For 2024, Lafang's revenue is expected to grow by 3.36% to 889 million yuan, while the net profit is projected to decrease by 36.84% to 41.37 million yuan [10]. - The company's revenue from its main brand, Lafang, is expected to increase by 9.11% to 642 million yuan, while other brands like Yujie are also showing growth [10].