Group 1: Cosmax Q2 Performance - Cosmax achieved a record quarterly sales of 623.6 billion KRW (approximately 3.227 billion RMB) in Q2 2025, marking a 13.1% year-on-year growth [2] - Operating profit reached 60.8 billion KRW (approximately 315 million RMB), up 30.2% year-on-year, while net profit was 21.8 billion KRW (approximately 113 million RMB), down 38.1% year-on-year [2] - The growth was primarily driven by the expanding global demand for K-Beauty products, with domestic sales in South Korea being a key driver [2] Group 2: Natura&Co Financial Recovery - Natura&Co reported Q2 2025 revenue of 5.687 billion BRL (approximately 7.513 billion RMB), showing a stable year-on-year performance [3] - The company achieved a net profit of 195 million BRL (approximately 258 million RMB), a significant turnaround from a net loss of 859 million BRL (approximately 1.135 billion RMB) in the same period last year [3] - The growth was attributed to the performance of the Natura brand, with sales in Brazil increasing by 10.3% year-on-year [3] Group 3: Mao Geping's Revenue Growth - Mao Geping projected a revenue increase of 30.4% to 31.9% for the first half of 2025, estimating revenue between 2.57 billion to 2.6 billion RMB [5] - The net profit is expected to rise by 35% to 37%, reaching approximately 665 million to 675 million RMB [5] - Since its listing in December 2023, Mao Geping's market value has surged from 14.257 billion HKD to a peak of 64.018 billion HKD, reflecting a nearly 3.5-fold increase [5] Group 4: LG Household & Health's Decline - LG Household & Health reported a Q2 2025 sales decline of 8.8% to 1.6029 trillion KRW (approximately 830 million RMB) and a net profit drop of 64% to 38.6 billion KRW (approximately 20 million RMB) [9] - The overall revenue for the first half of 2025 was 3.3027 trillion KRW (approximately 1.71 billion RMB), down 5.3% year-on-year [9] - The company plans to enhance its beauty technology segment by acquiring the beauty device brand LG Pra.L from LG Electronics [9] Group 5: Industry Trends in Fragrance and Flavor - The four major international fragrance and flavor companies reported a combined revenue of approximately 150.6 billion RMB for the first half of 2025, indicating a recovery from the previous year's downturn [8] - Firmenich experienced the highest growth with a 7% increase in revenue and a 29% rise in recurring EBITDA [8] - The high-end perfume segment showed significant growth, with Firmenich's high-end perfume business increasing by 18% year-on-year [8] Group 6: Regulatory Changes in Sichuan - Sichuan Province proposed a new regulatory framework that may exempt minor violations related to cosmetic labeling from penalties, provided they do not affect product quality or mislead consumers [11] - This initiative aims to reduce compliance costs for companies facing minor labeling issues [11] - Sichuan is the third-largest cosmetics consumption province in China, with a market size nearing 40 billion RMB [11]
虚假纳税申报,这家微整形护肤护肤品牌被罚近620万
Sou Hu Cai Jing·2025-08-15 02:13