上海家化2025年业绩预盈公告：品牌驱动重回增长轨道

Core Viewpoint - Shanghai Jahwa is expected to achieve a net profit of between 240 million to 290 million yuan for the year 2025, marking a turnaround from losses in the previous year, driven by growth in core business, improved gross margins, and increased non-recurring income [1] Group 1: Strategic Focus and Brand Development - 2025 is a critical year for Shanghai Jahwa's strategic reform, emphasizing "focusing on core brands, brand building, online presence, and efficiency," which has successfully driven a brand-driven growth model [1] - The company has launched several billion-yuan products and potential new products that have significantly enhanced the competitiveness of core brands and accelerated brand momentum [1][2] - The establishment of a billion-yuan product club in Q4 2025 aims to leverage brand resources and operational experience to create a matrix of blockbuster products [2] Group 2: Product Innovation and Market Response - Several new products have shown strong potential to become billion-yuan products, including the Six God refreshing fragrance shower gel and the second-generation Yuze dry-sensitive cream, which have successfully targeted young consumers [3] - The launch of the first high-concentration essence oil by the Baicaoji brand has topped sales charts on major e-commerce platforms, demonstrating the company's growing capability in product incubation [3][4] Group 3: Research and Development Enhancements - Shanghai Jahwa is committed to deepening research and development, focusing on skincare technology and raw material innovation, with the opening of the "Shanghai Jahwa Innovation Center - Synthetic Biology" in March 2025 [4] - The company has registered multiple new cosmetic raw materials and launched the first skin glycation level quantification and imaging device in the industry, filling a significant gap in non-invasive skin testing [4] Group 4: Efficiency and Supply Chain Innovations - The company has initiated an e-commerce supply chain innovation project to explore new paths for direct e-commerce factory dispatch, significantly shortening the distribution chain and enhancing efficiency [5] - In 2026, the company plans to continue its growth trajectory by focusing on a clear combination of "brand - blockbuster products - channels," with key brands like Yuze, Six God, and Baicaoji driving growth [5][6]