Proya(SH:603605) Zheng Quan Zhi Xing·2025-08-26 16:13Core Viewpoint - Proya Cosmetics Co., Ltd. reported a 7.21% year-on-year increase in operating revenue for the first half of 2025, amounting to RMB5.362 billion, driven by strong brand performance and strategic marketing initiatives [19][20]. Financial Performance - Operating revenue reached RMB5,001,465,470.72, a 7.21% increase compared to the same period last year [7]. - Total profit was RMB896,068,694.72, reflecting an 11.43% year-on-year increase [7]. - Net profit attributable to shareholders was RMB799 million, up by 13.49% year-on-year [20]. - Basic earnings per share were RMB1.78, a decrease of 13.48% compared to the previous year [7]. Business Overview - Proya Cosmetics operates primarily in the cosmetics industry, focusing on R&D, production, and sales of various cosmetic products [13]. - The company owns several brands, including PROYA, TIMAGE, and HAPSODE, targeting different consumer segments and price points [13][14]. - The business model includes both online and offline sales, with a significant emphasis on e-commerce platforms [16]. Brand Performance - PROYA brand sales accounted for 74.27% of total revenue, with a slight decrease of 0.08% year-on-year [19]. - TIMAGE and Off&Relax brands showed significant growth, with TIMAGE sales increasing by 21.11% [19]. - The company launched several new products, including the Double Effect Brightening Series and the Long-Wear Night Cushion, which received positive market feedback [23][28]. Marketing Strategies - Proya Cosmetics implemented various marketing campaigns, including collaborations with celebrities and social media influencers, to enhance brand visibility and consumer engagement [29][30]. - The company focused on themes such as "Youthful feeling" and "Science-based power" in its marketing efforts [29]. - The brand's campaigns achieved significant impressions and engagements across multiple platforms, indicating effective outreach [30][36]. Industry Position - Proya Cosmetics is positioned as a leader in the domestic cosmetics industry, leveraging its strong R&D capabilities and market responsiveness to capture growth opportunities [21]. - The company aims to expand its market presence both domestically and internationally, capitalizing on the global demand for Chinese beauty brands [21].