公司股东户数为3.27万户，前十大股东持股数量为3.55亿股，占总股本比例为73.70%，前十大股东持股 情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | J | 华熙昕宇投资有限公司 | 58.86% | | 2 | 国寿股权投资有限公司-国寿成达(上海)健康产业股权投资中心(有限合伙) | 6.01% | | 3 | 招商银行股份有限公司-华夏上证科创板50成份交易型开放式指数证券投资基金 | 2.26% | | 4 | 中国工商银行股份有限公司-易方达上证科创板50成份交易型开放式指数证券投 资基金 | 1.61% | | ર્ | 刘正 | 1.25% | | 6 | 北京通汇泰和投资管理有限公司-北京国寿泰和一期股权投资合伙企业(有限合伙) | 1.15% | | 7 | 香港中央结算有限公司 | 0.93% | | 8 | 中国银行股份有限公司-招商国证生物医药指数分级证券投资基金 | 0.65% | | 9 | 中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金 | 0.52% | | 10 | 全国社保基金 -- 八组合 | 0.4 ...

离境退税服务水平提升方面，优化离境退税办理流程，加快完善离境退税管理体系，将"即买即退"推广 至全国，鼓励设立集中退付点，鼓励有条件地区将退税物品进行封装打码，便利海关验核；合理确定退 税代理机构服务费率，完善考核评价机制，支持退税代理机构开展合作与跨区域运营；现金退税限额提 至20000元，提供多元支付方式；建设综合信息服务平台，实现数据共享，提供"一站式"信息服务，加 强退税政策、网点等宣传，严打违规行为。 贾云峰向21世纪经济报道记者表示，在入境旅游市场复苏与扩大内需战略交汇的关键节点，这份政策文 件恰似一剂强效催化剂，既精准回应国际旅客消费诉求，更深度契合"打造世界级旅游目的地"的战略布 局。在签证便利化、国际航班恢复、文旅融合发展的组合拳中，离境退税政策的系统性升级，正为中国 入境旅游市场开辟新的价值增长空间。 4月27日，商务部、财政部等6部门发布通知，进一步优化离境退税政策，旨在更好满足境外旅客购物离 境退税需求，扩大入境消费。 记者注意到，退税起点下调至200元，将惠及更多中小商户共享入境旅游红利。"此次政策调整以消费场 景重构为核心，构建起'低门槛+广覆盖+便捷化'的三维支撑体系。"联合国旅 ...

Core Viewpoint - Guangdong Marubi Biotechnology Co., Ltd. reported a strong performance for 2024, with revenue reaching 2.97 billion RMB, a year-on-year increase of 33.44%, and net profit attributable to shareholders rising by 31.69% to 341.63 million RMB [1][3]. Financial Performance - Revenue for 2024 was 2,969,770,566.54 RMB, up from 2,225,594,089.54 RMB in 2023, marking a 33.44% increase [3]. - Net profit attributable to shareholders was 341,628,707.73 RMB, compared to 259,417,875.91 RMB in 2023, reflecting a 31.69% growth [3]. - The main brand, Marubi, achieved over 2 billion RMB in revenue, while the PL Lover brand approached 1 billion RMB [6][8]. Business Segments - Skincare remains the top revenue category, generating 2.4 billion RMB, while the eye care segment has dropped to the third position [18]. - The PL Lover brand saw a revenue increase of 40.72%, reaching 905 million RMB, marking a staggering growth of approximately 1271 times since 2019 [11][12]. Market Position and Strategy - Marubi has successfully transitioned from a three-year growth stagnation post-IPO to a robust growth phase, driven by the restructuring of collagen technology and dual-brand development [6][7]. - The company has focused on a big product strategy, with significant sales from key products like the peptide eye cream and collagen essence [17][20]. Sales Channels and Regional Performance - Online sales accounted for 2.54 billion RMB, a 35.77% increase, while offline sales rose by 20.79% to 427 million RMB [20]. - The South China region generated 2.16 billion RMB in revenue, a 41.06% increase, while the Northeast region experienced the fastest growth at 63.30% [21][22]. Competitive Landscape - Despite the positive financial results, Marubi lags behind competitors like Proya and Up Beauty in terms of revenue and brand scale, with a significant gap to close [24][25]. - The company's R&D investment was 74 million RMB, ranking second to last among the top 10 beauty companies, raising concerns about its long-term competitiveness [25][27].

FBIF食品创新展（FBIF超级选品会） 将于 2025年5月8-10日 在国家会展中心（上海）举办！ 微信号：lovelyFBIFer1 添加时请备注"公司 姓名 职位" 600+ 展商将参展，涵盖乳品、饮料、零食、酒、方便食品、功能性食品、调味品等品牌方，以及配 料、代工、包装、设备、设计、营销等企业。 本文将介绍 FBIF2025展商名录-综合 （更新于2025.4.25）。三全食品、松鲜鲜、轻上、四只猫咖 啡、椰满满、小白心里软等企业已确认参加FBIF食品创新展 2025！ FBIF2025报名可添加以下二维码进行咨询。 【报名联系Carrie 】 FBIF2025 平面图 往届展览现场 展商名录 温馨提示： 以下信息收集截止时间为2025年4月25日。该名录仍将持续更新。 （一）品牌方 | 公司名称 | 展位号 | | --- | --- | | 中宁枸杞 | B201 | | 可漾 | F102 | | 蓝河 | F403 | | 熟记于心 | D810 | | 宇治森林抹茶 | E508 | | 好欢螺 | B506 | | 卧龙神厨 | C404 | | 好哩 | C504 | | 百菲酪 | ...

Core Viewpoint - The company reported a significant recovery in net profit for the first quarter of 2025, achieving a net profit of 102 million yuan, compared to a loss of 188 million yuan in the fourth quarter of 2024, indicating a positive turnaround in financial performance [4][19]. Financial Performance - The company achieved a net profit of 102 million yuan in Q1 2025, an increase of approximately 290 million yuan compared to the loss of 188 million yuan in Q4 2024 [4]. - Excluding impairment losses, the net profit increased by about 180 million yuan compared to the previous quarter [4]. - The company recognized credit impairment losses and asset impairment losses totaling 20.6853 million yuan in Q1 2025 [20]. Business Segments - The company's bioactive materials and medical terminal businesses remained stable, with accelerated R&D and marketization of new products [4]. - The skin science innovation transformation business is undergoing an adjustment period, with management changes initiated by the chairman to address underlying issues [4][6]. - The decline in the skin science business is attributed to a deviation from the company's core technological advantages rather than increased market competition [4][6]. Strategic Initiatives - The chairman has taken direct management of brand and communication strategies, focusing on maintaining the company's brand and implementing a new content system based on technological strength [6]. - The company has restructured its personal health consumer goods business into a skin science innovation transformation business, aiming to build a young and professional management team [6]. - A "Frontier Insight Scientific Content Research Center" has been established to integrate technological innovations across various business lines [6]. Industry Context - Glycobiology, the field of study focused on glycans, is rapidly developing and holds significant potential for applications in aging intervention and cancer treatment [11][12]. - The company is positioned as a leader in the glycoscience industry, leveraging its expertise in hyaluronic acid and its extensive research and production capabilities [13].

Core Insights - Huaxi Bio reported a revenue of 1.078 billion and a net profit attributable to shareholders of 102 million for Q1 2025, showing an increase of approximately 290 million compared to Q4 2024. Excluding impairment losses, net profit increased by about 180 million compared to Q4 2024 [1] Business Performance - The company's bioactive substances and medical terminal businesses remained stable, with accelerated R&D, registration, and marketization of new raw materials and pipelines [1] - The skin science innovation transformation business, which has a significant revenue share, is undergoing an adjustment period. The decline is attributed not to intensified market competition but to a deviation from the company's core technological advantages in hyaluronic acid and glyco-biology [1][2] Management Changes - The chairman and general manager has begun to directly manage the skin science innovation transformation business, focusing on brand management and implementing technology and brand positioning based on global research advancements [2] - The company has renamed its "personal health consumer products business" to "skin science innovation transformation business" and is restructuring its management and operations team to enhance its competitive edge [2] Strategic Investments - The establishment of a "Frontier Insight Scientific Content Research Center" aims to integrate underlying technological innovations across various business lines to support brand communication [3] - The company is investing in supply chain transformation to enhance production efficiency and has made significant investments in strategic innovation businesses, including regenerative medicine and nutritional science [3] - The overall employee compensation has increased due to the implementation of a new compensation system, reflecting the company's commitment to long-term strategic investments [3]

本次一季报公告中，华熙生物再次强调，近年来，公司对长期性、战略性、前置性的投入较大。包括： 一，公司推进供应链改造，提升生产效率和智能化水平，落地包括海口（再生医学基地）、天津（64 条中试转化生产线）、东营、湘潭等产能布局，进一步巩固全产业链优势，上述投资陆续转固，公司供 应链相关费用同比增加。二，公司持续保持前瞻性研发投入，聚焦前沿科技领域，为公司可持续发展和 提升中长期竞争力提供研发资源保障，研发费用同比有所增加。三，公司持续加大在创新业务领域的投 入，积极布局未来市场空间大、发展前景好的新兴业务，如再生医学、营养科学创新转化业务等。报告 期内，战略性创新业务投入同比保持稳定，将有望为公司未来发展打开新的增长空间。四，公司管理变 革——薪酬体系套改 2024 年 4 月左右落地，员工整体薪酬同比有所增加。 股价方面，截至4月25日收盘，华熙生物报47.60元/股，收涨0.57%，总市值约229亿元。 对于2024年业绩承压，华熙生物解释称，原因包括：第一，公司坚持并持续贯彻管理变革，推进管理变 革项目的落地。因管理变革的组织架构升级、薪酬体系变革、咨询公司费用和股权激励费用等超过 7,000 万元，影响 ...

一、 计提资产减值准备的概述 2025年第一季度，公司确认信用减值损失和资产减值损失共计2,068.53万元, 具体情况如下表所示： 单位：人民币万元 | 序号 | 项目 | 年第一季度发生金额 2025 | 备注 | | --- | --- | --- | --- | | 1 | 信用减值损失（损失以"-" | | 应收账款、其他应收 -2,166.89 | | | 号填列） | | 款的坏账准备 | | 2 | 资产减值损失（损失以"-" 号填列） | | 98.36存货跌价准备 | | | 合计 | | -2,068.53 | 证券代码：688363 证券简称：华熙生物 公告编号：2025-015 华熙生物科技股份有限公司 关于 2025 年第一季度计提大额资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 华熙生物科技股份有限公司（以下简称"公司"）根据财政部发布的企业会 计准则及其应用指南、解释及其他有关规定（统称："企业会计准则"）、公司 会计政策及会计估计的规定，基于谨慎性原则，对截至2025 ...

华熙生物科技股份有限公司 关于董事会及监事会延期换届的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 华熙生物科技股份有限公司（以下简称"公司"）第二届董事会、监事会任 期于 2025 年 4 月 25 日届满。鉴于公司新一届董事会及监事会换届工作尚在积极 筹备中，为保证公司董事会、监事会相关工作的连续性和稳定性，公司董事会、 监事会将延期换届，董事会各专门委员会、高级管理人员的任期亦相应顺延。 证券代码：688363 证券简称：华熙生物 公告编号：2025-016 在董事会、监事会换届选举工作完成前，公司第二届董事会、监事会全体成 员、董事会各专门委员会成员及高级管理人员将依照相关法律法规和《公司章程》 等的规定，继续履行董事、监事及高级管理人员的职责和义务。 2025 年 4 月 26 日 特此公告。 华熙生物科技股份有限公司董事会 公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推进相 关工作，尽快完成董事会与监事会的换届选举工作并及时履行信息披露义务。 ...

表决结果：同意 3 票，反对 0 票，弃权 0 票。 监事会认为：公司 2025 年第一季度报告已经公司第二届董事会第十八次会 议审议通过，其编制及审议程序符合法律、行政法规及中国证监会的规定，内容 和格式符合中国证监会和上海证券交易所的相关规定，所载资料真实、准确、完 整地反映了公司的经营情况和财务状况，不存在任何虚假记载、误导性陈述或重 大遗漏。 第二届监事会第十三次会议决议公告 具 体 内 容 详 见 公 司 于 2025 年 4 月 26 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《华熙生物科技股份有限公司 2025 年第一季度报告》。 特此公告。 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 2025 年 4 月 25 日华熙生物科技股份有限公司（以下简称"公司"）以现场 结合通讯方式召开了第二届监事会第十三次会议，会议通知及会议材料已于 2025 年 4 月 20 日以电子邮件形式发出。本次会议由监事会主席于静主持，应出 席监事 3 人，实际出席 ...