9月29日，丽人丽妆发布公告，控股股东、实际控制人黄韬因涉及离婚后的财产纠纷，收到 上海市徐汇区人民法院的举证通知书及应诉通知书，成为被告。 公告中提到，此次诉讼事项不会对公司经营情况产生重大影响，并且对上市公司损益无直接 影响。公司表示日常经营一切正常，将根据案件进展及时履行信息披露义务。 值得关注的是，今年8月，丽人丽妆实控人的"天价离婚案"才告一段落。 8月21日晚，丽人丽妆公告披露，黄韬因涉及离婚后财产纠纷所涉的1674.7538万股无限售 流通股已在中国证券登记结算有限责任公司上海分公司办理完毕过户登记手续。此次过户登 记完成后，黄韬持有公司股份数量约1.13亿股，持股比例由32.46%降至28.28%，仍为公 司实控人；翁淑华的持股比例由0%增至4.18%，成为丽人丽妆重要股东。 回顾离婚案始末，历经约四年时间。 案件中请求将登记在黄韬名下的1674.75万股公司股份过户至其子女黄逸琪名下。当前案件 尚未开庭，尚无法判断诉讼结果，因此控股股东、实际控制人权益是否发生变动存在不确定 性。 据报道，丽人丽妆前身是一家"淘宝夫妻店"，由黄韬和翁淑华于2007年创立。2016年，丽 人丽妆以2200万元拍 ...

公告中提到，此次诉讼事项不会对公司经营情况产生重大影响，并且对上市公司损益无直接影响。公司 表示日常经营一切正常，将根据案件进展及时履行信息披露义务。 9月29日，丽人丽妆发布公告，控股股东、实际控制人黄韬因涉及离婚后的财产纠纷，收到上海市徐汇 区人民法院的举证通知书及应诉通知书，成为被告。 案件中请求将登记在黄韬名下的1674.75万股公司股份过户至其子女黄逸琪名下。当前案件尚未开庭， 尚无法判断诉讼结果，因此控股股东、实际控制人权益是否发生变动存在不确定性。 2021年3月，翁淑华通过微博喊话黄韬，希望他履行"作为丈夫和父亲应尽的责任"，双方家庭矛盾也被 推至台前，同年7月，翁淑华提起财产保全申请，黄韬持有公司股份的112万股被司法冻结。2024年3 月，翁淑华请求进行财产分割，将登记在黄韬名下的公司股份合计近1.34亿股中的八分之一股权份额 （即1674.7538万股）进行股权划转。 今年1月，上述案件迎来一审判决——黄韬持有丽人丽妆股份中的1674.7538万股归翁淑华所有。彼时， 丽人丽妆称，该案件属于一审判决阶段，"控股股东、实际控制人表示将会提起上诉，最终诉讼结果尚 存在不确定性。"到了4月，丽 ...

每经编辑｜陈柯名 9月29日，丽人丽妆发布公告，控股股东、实际控制人黄韬因涉及离婚后的财产纠纷，收到上海市徐汇区人民法院的举证通知书及应诉通知书，成为被 告。 案件中请求将登记在黄韬名下的1674.75万股公司股份过户至其子女黄逸琪名下。当前案件尚未开庭，尚无法判断诉讼结果，因此控股股东、实际控制人 权益是否发生变动存在不确定性。 公告中提到，此次诉讼事项不会对公司经营情况产生重大影响，并且对上市公司损益无直接影响。公司表示日常经营一切正常，将根据案件进展及时履行 信息披露义务。 2021年3月，翁淑华通过微博喊话黄韬，希望他履行"作为丈夫和父亲应尽的责任"，双方家庭矛盾也被推至台前，同年7月，翁淑华提起财产保全申请，黄 韬持有公司股份的112万股被司法冻结。2024年3月，翁淑华请求进行财产分割，将登记在黄韬名下的公司股份合计近1.34亿股中的八分之一股权份额（即 1674.7538万股）进行股权划转。 今年1月，上述案件迎来一审判决——黄韬持有丽人丽妆股份中的1674.7538万股归翁淑华所有。彼时，丽人丽妆称，该案件属于一审判决阶段，"控股股 东、实际控制人表示将会提起上诉，最终诉讼结果尚存在不确定性。 ...

Group 1 - The core viewpoint of the article highlights the financial performance and market position of Yatsen Holding Limited, particularly its revenue growth and profitability metrics [1][2] - As of March 31, 2025, Yatsen's total revenue reached 834 million RMB, reflecting a year-on-year growth of 7.78% [1] - The company's net profit attributable to shareholders was -5.303 million RMB, showing a significant year-on-year improvement of 95.74% [1] Group 2 - Yatsen Holding Limited is a Cayman Islands-registered holding company that operates primarily through its domestic subsidiary, Guangzhou Yatsen E-commerce Co., Ltd [2] - The company, founded in 2016, is a leading player in the Chinese beauty market, focusing on creating exciting beauty exploration experiences for consumers [2] - Yatsen's brand portfolio includes high-growth cosmetic and skincare brands such as Perfect Diary, Little Ondine, Abbys Choice, Galenic, DR.WU, EVE LOM, Pink Bear, and EANTiM [2] - The company engages customers through both online and offline channels, with a strong presence on major e-commerce, social, and content platforms in China [2]

Core Viewpoint - The recent judicial freezing of shares held by Huang Tao, the controlling shareholder of Liren Lizhuang, is primarily due to his divorce dispute with Weng Shuhua, but it is not expected to significantly impact the company's operations or control structure [1][5]. Shareholder Information - Huang Tao's newly frozen shares amount to 16.747538 million, representing 12.88% of his direct holdings and 4.18% of the company's total shares [1]. - As of the announcement date, Huang Tao directly holds 129.980304 million shares, which is 32.46% of the total shares [1]. - The cumulative number of shares frozen (including this instance) totals 29.747538 million, accounting for 22.89% of his direct holdings and 7.43% of the company's total shares [1]. Legal Context - The freezing of shares is a result of a final court ruling regarding the divorce settlement, which mandates Huang Tao to transfer approximately one-eighth of his shares (about 16.75 million) to Weng Shuhua [5]. - Following this ruling, Huang Tao's shareholding will decrease to approximately 113 million shares, reducing his ownership percentage from 32.46% to 28.28%, while Weng Shuhua will become a significant shareholder with 16.75 million shares [7]. Financial Performance - On July 14, Liren Lizhuang announced a profit warning, projecting a maximum net loss of 42.5 million for the first half of 2025, with a non-recurring net loss of 44.5 million [7]. - The company's 2024 annual report indicated a revenue of 1.728 billion, a year-on-year decrease of 37.44%, and a net loss of 24.4 million, a year-on-year increase of 182.64% [7]. Company Background - Founded in May 2010, Liren Lizhuang specializes in online retail of cosmetics, primarily through Tmall [7]. - The company went public on the Shanghai Stock Exchange on September 29, 2020, and was recognized as the "first beauty e-commerce stock" [7].

Core Insights - The beauty brand competition on various platforms has intensified, with brands needing to adapt to changing consumer preferences and marketing strategies to survive in the market [1][21][29] Group 1: Douyin Platform Insights - 215 beauty and skincare brands achieved a GMV of over 100 million yuan on Douyin in the first half of 2025 [1] - The top 10 brands in terms of sales include both domestic and international brands, with notable names like 韩束 (Hanshu), 珀莱雅 (Proya), and 欧莱雅 (L'Oreal) [1][5] - Domestic brands such as 谷雨 (Guyu), 自然堂 (Naturally), and 丸美 (Marubi) have shown steady sales growth due to precise product positioning and marketing strategies [5][15] Group 2: Tmall Platform Insights - The top 20 skincare brands on Tmall accounted for 46.2% of the total category GMV, while the top 20 makeup and perfume brands accounted for 39.53% [10] - The presence of domestic brands in the top 20 has decreased compared to the previous year, with brands like 珀莱雅 (Proya) and 自然堂 (Naturally) losing their positions [10][11] - International brands such as 欧莱雅 (L'Oreal), 兰蔻 (Lancôme), and 雅诗兰黛 (Estée Lauder) have maintained strong positions, with some showing upward trends in rankings [11][14] Group 3: JD Platform Insights - JD's beauty sales exceeded 13.32 billion yuan in the first four months of 2025, with a projected total sales of over 30 billion yuan for the first half of the year [21][27] - International beauty brands dominate the rankings on JD, with no domestic brands appearing in the top five during major promotional events [25][27] - The growth of beauty products on JD has been significant, with some categories seeing sales increases of over 500% during promotional events [27][28] Group 4: Market Trends and Strategies - The competition among beauty brands is characterized by the need for tailored strategies that align with the unique ecosystems and user preferences of each platform [29] - Brands like MEICHIC and 蒂洛薇 (Tilowei) have achieved explosive growth on Douyin through innovative marketing strategies involving influencers and live streaming [29] - The overall beauty market in 2025 is expected to continue evolving, with brands needing to understand platform-specific dynamics to thrive [29]