Core Insights - The company, Urban Beauty (2298.HK), reported a revenue of RMB 1.436 billion for the first half of 2025, with profits attributable to shareholders amounting to RMB 57.8 million [1] - The core business segment, intimate apparel, showed a growth of 15.6% year-on-year, generating RMB 696.5 million [1] - The company's e-commerce GMV exceeded RMB 1.6 billion in the first half of 2025, marking a significant year-on-year increase of 243% [1] Group 1: Business Performance - Urban Beauty's revenue from intimate apparel, industrial projects, and logistics reached RMB 1.289 billion, RMB 147 million, and contributed to the overall revenue respectively [1] - The e-commerce business is expected to continue its rapid growth, with a projected annual GMV exceeding RMB 3.4 billion for 2025 [1] Group 2: Product Innovation and Branding - The company has launched a series of innovative products, including "Water Light Cup," "Carved Gathering Cup," and "Peach Cup," which have contributed to its market expansion [2] - Urban Beauty has been recognized with the "Most Commercially Valuable Bra" award at the 2025 BIDA International Intimate Apparel Design Awards, enhancing its brand credibility [2] Group 3: Marketing and Brand Positioning - The company has initiated a significant brand image advertising campaign with a budget of over RMB 100 million, utilizing 180 high-speed rail hubs and over 4,000 advertising stations [3] - Urban Beauty's collaboration with global ambassador Nazha and sports champions Liu Shaolin and Liu Shaoang aims to reinforce its brand identity as "National Underwear" and emphasize its commitment to quality [2][3]
都市丽人电商渠道GMV高速增长，品牌力持续提升