RYC(SZ:003010) Zheng Quan Ri Bao Wang·2025-08-20 04:15Core Insights - Guangzhou Ruoyuchen Technology Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.319 billion yuan, a year-on-year growth of 67.55%, and net profit of 72 million yuan, up 85.60% [1] Business Performance - The company's proprietary brand business emerged as the main growth driver, generating revenue of 603 million yuan, a substantial increase of 242.42%, accounting for 45.75% of total revenue [1] - The brand "Zhanjia" achieved revenue of 444 million yuan, reflecting a year-on-year growth of 157.11%, with its core product "Four Seasons Fragrance Laundry Liquid" contributing significantly to sales [1] - The brand "Feicui" generated revenue of 160 million yuan in the first half, with a rapid growth in the second quarter and the introduction of four new products [2] - The brand management business reported revenue of 335 million yuan, a year-on-year increase of 52.53%, making up 25.42% of total revenue [2] - The agency operation business earned 380 million yuan, with a gross margin improvement of nearly 10 percentage points [2] Market Performance - During the "618" shopping festival, "Zhanjia" saw its GMV increase by over 160%, ranking as the top new brand in the home cleaning industry on Tmall [1] - "Feicui" achieved over 2000% growth in GMV compared to the previous year's "Double Eleven" event, ranking first in the dietary supplement category on Tmall [2] - Bayer Kangwang's GMV during "618" grew by 165%, while JD.com saw nearly 400% growth [2] Strategic Initiatives - The company has established a localized AI model cluster and a multi-modal AIGC hub to empower its processes with AI digital employees [2] - Talent development efforts include strengthening the all-channel team and introducing research and nutrition experts, along with creating an "AI case library" to share technological achievements [2] Future Outlook - The company plans to continue promoting the coordinated development of its proprietary brand, brand management, and agency operation businesses, focusing on the home cleaning and health sectors to explore diverse growth opportunities [3]