RYC(SZ:003010) Zhi Tong Cai Jing·2025-10-28 11:37Core Insights - The company RuYuchen (若羽臣) reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 819 million yuan, a year-on-year growth of 123.4% [1] - The self-owned brand business showed remarkable performance, generating 451 million yuan in revenue, a year-on-year increase of 344.5%, accounting for 55.1% of total revenue [1] Group 1: Financial Performance - For the first nine months of 2025, the company achieved a total revenue of 2.138 billion yuan, an 85.3% increase compared to the same period last year [1] - The net profit attributable to shareholders for the same period was 105 million yuan, reflecting an 81.6% year-on-year growth [1] Group 2: Brand Performance - The brand "ZhanJia" generated 227 million yuan in revenue during Q3, marking a 118.9% increase, and accumulated 680 million yuan in revenue for the first nine months, a growth of 148.6% [1] - "ZhanJia" maintained a strong position in the home cleaning sector, ranking in the top 3 on Tmall for clothing cleaning category stores and top 4 on Douyin for clothing cleaning agents [1] Group 3: Product Development and Market Strategy - "ZhanJia" launched a new liquid Marseille soap dishwashing liquid in August, which quickly became the top-rated dishwashing liquid on Tmall [2] - "FeiCui" experienced explosive growth with Q3 revenue of 203 million yuan, a quarter-on-quarter increase of over 98.8%, and a total of 362 million yuan for the first nine months [2] - "FeiCui" successfully expanded its product line to 10 items, enhancing product experience and driving steady increases in repurchase rates [2] Group 4: New Brand Launch - The new brand "NiuYiBei" launched in June 2025, achieving revenue of 12.126 million yuan by September, focusing on high cost-performance single products in the dietary supplement market [3] - The brand's GMV growth rate exceeded three times month-on-month in August and September [3] Group 5: Brand Management Business - The brand management business generated 204 million yuan in revenue for Q3, a year-on-year increase of 114.1%, and a total of 539 million yuan for the first nine months, reflecting a 71.1% growth [3] - The company aims to continue focusing on self-owned brand development while maintaining steady growth in brand management and e-commerce operations [3]