21智讯01月12日电，洁雅股份在投资者关系活动中表示，公司美国工厂目前正处于设备安装与调试阶 段，预计将于2026年下半年正式投产。工厂投产后，人员配置将以美国本土员工为主。 ...

证券代码：301108 证券简称：洁雅股份 | Q3：公司在埃及购买了土地，请问后期有什么规划吗？ | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | A：公司已在埃及完成土地购置，该地块主要规划用于拓展 | | | | | | | | 和覆盖美国以外的全球市场。目前，该项目仍处于前期规划阶段， | | | | | | | | 后续具体进展情况请以公司公告为准。 | | | | | | | | Q4：公司短期内会有并购计划吗？ | | | | | | | | A：自上市以来，公司持续关注并积极寻找能够与现有业务 | | | | | | | | 形成协同效应、并为中长期发展创造实质价值的优质并购标的。 | | | | | | | | 如有实质性进展，公司将严格依据相关规定履行信息披露义务。 | | | | | | | | Q5：公司之前的胶原蛋白业务还会有所投入吗？ | | | | | | | | A：公司对该业务暂未规划较大规模的投入。 | | | | | | | | Q6：公司洗护类产品的业绩怎样？ | | | | | | | | A: | ...

证券之星消息，12月29日个护用品板块较上一交易日上涨0.49%，登康口腔领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。个护用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001328 | 登康口腔 | 38.95 | 2.04% | 1.90万 | | 7371.98万 | | 300658 | 延江股份 | 13.18 | 1.62% | 16.91万 | | 2612 | | 300888 | 稳健医疗 | 38.64 | 1.47% | 6.47万 | | 2.52亿 | | 002511 | 中顺洁桑 | 8.45 | 1.32% | 1 22.63万 | | 1.91亿 | | 003006 | 百亚股份 | 21.16 | 0.62% | 3.68万 | | 7736.45万 | | 301108 | 洁雅股份 | 33.51 | 0.21% | 8313.39 | | 2781.2 ...

冬日暖阳下，阳光洒在鳞次栉比的厂房上，与去年相比，这里的变化不止于光影，更在于杭集牙刷产业 向智能化高地迈进的坚定步伐。 贴合市场需求 ● 本报记者倪铭娅王丽婧 当AI邂逅牙刷，"中国牙刷之都"杭集正上演产业智变：让产品设计更贴合市场需求，用"火眼金睛"守护 产品品质…… 时隔一年，记者再次来到江苏曙光牙刷厂，行至公司二楼展厅，映入眼帘的依旧是那面铺满产品的展示 墙，凑近细看，与去年不同的是，每款产品设计都更具巧思与新意。 "今年有没有爆款？"面对记者的提问，公司总经理屠新业拿起一款红白蓝三色搭配的牙刷套装展示 道，"这款产品目前在市场上比较受欢迎，各大主流平台都有销售，销量也很可观，算是今年的一个小 爆款。" 产品亮眼的颜值立刻吸引了记者的目光。"它是AI和我们的设计师共同创作的成果。"屠新业介绍，"当 时公司接到一个订单，希望设计一款专门面向校园学生的产品，既好看又好用，还要贴合学生群体的朝 气与活力。" "于是，我们的设计师先把客户需求精准输入AI软件，让AI帮我们捕捉青春动感的调性。"他边说边指着 牙刷上的线条设计，"这些流畅的线条、红白蓝的色彩组合，都是AI给的灵感。" 在AI给出的创意方向上，曙光 ...

机构持仓方面，截止2025年9月30日，洁雅股份十大流通股东中，财通资管均衡价值一年持有期混合 （009950）位居第六大流通股东，持股126.89万股，为新进股东。中信建投价值增长混合A（025231） 位居第七大流通股东，持股119.26万股，为新进股东。财通资管消费升级一年持有期混合A（010715） 位居第八大流通股东，持股104.05万股，为新进股东。财通资管品质消费混合发起式A（018438）位居 第九大流通股东，持股96.28万股，为新进股东。 责任编辑：小浪快报 截至12月19日，洁雅股份股东户数7392.00，较上期减少6.07%；人均流通股8738股，较上期增加 6.47%。2025年1月-9月，洁雅股份实现营业收入5.65亿元，同比增长38.44%；归母净利润6790.31万元， 同比增长95.78%。 分红方面，洁雅股份A股上市后累计派现1.50亿元。近三年，累计派现8906.38万元。 12月24日，洁雅股份涨1.99%，成交额3288.27万元。两融数据显示，当日洁雅股份获融资买入额385.14 万元，融资偿还386.69万元，融资净买入-1.56万元。截至12月24日，洁雅股份融 ...

Core Insights - Yangzhou Xinzhijie Personal Care Products Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Chen Hao [1] Business Scope - The company operates in various sectors including general merchandise sales, textile, clothing, and household goods wholesale [1] - It is involved in the sales of daily necessities, daily chemical products, sanitary products, and disposable medical supplies [1] - The manufacturing activities include daily chemical products, plastic products, and general merchandise [1] - The company also engages in the sale of special labor protection products and personal hygiene products [1]

Core Viewpoint - On November 14, Baiya Co., Ltd. experienced significant trading activity on the block trading platform, with a total transaction volume of 4.297 million shares and a transaction amount of 88.905 million yuan, indicating strong institutional interest in the stock [2] Summary by Relevant Sections Trading Activity - A total of 6 transactions occurred on the block trading platform, with a consistent transaction price of 20.69 yuan, representing a discount of 7.05% compared to the closing price of the day [2] - The total transaction amount was 88.905 million yuan, with net buying from institutional specialized seats amounting to the same figure [2] Stock Performance - Baiya Co., Ltd. closed at 22.26 yuan on the same day, reflecting a slight increase of 0.04% [2] - The stock had a turnover rate of 0.75%, with a total trading volume of 72.227 million yuan and a net inflow of main funds amounting to 8.7173 million yuan [2] - Over the past five days, the stock has seen a cumulative decline of 0.89%, with total fund outflow of 6.0326 million yuan [2] Company Background - Chongqing Baiya Hygiene Products Co., Ltd. was established on November 29, 2010, with a registered capital of 4.2964779 billion yuan [2]

Core Viewpoint - Kenvue, the parent company of brands like Dabo and Neutrogena, has agreed to be acquired by Kimberly-Clark for approximately $48.7 billion, amid declining performance in its independent operations [1][2][4]. Company Overview - Kimberly-Clark, established in 1872, is a major player in personal care products, with brands such as Huggies, Scott, and Kotex [2]. - Kenvue was spun off from Johnson & Johnson in May 2023 and focuses on consumer health products, including well-known brands like Dabo, Listerine, and Neutrogena [2][3]. Financial Performance - Kenvue reported a 3.81% decline in net sales for the first three quarters of 2023, totaling $11.34 billion compared to $11.79 billion in the same period last year [4][6]. - The third quarter saw a 3.46% decrease in net sales, amounting to $3.76 billion, attributed to market timing, inventory adjustments, and seasonal demand fluctuations [4][6]. - The company’s three main business segments—Skin Health and Beauty, Self Care, and Essential Health—each experienced sales declines [6]. Merger Details - The merger is expected to create a company with a combined revenue of approximately $32 billion by 2025, with an EBITDA of $7 billion and projected cost synergies of about $1.9 billion within three years [3][4]. - Post-merger, Kimberly-Clark shareholders will own about 54% of the new entity, while Kenvue shareholders will hold around 46% [3]. Strategic Moves - Kenvue has been under pressure to improve its performance, leading to increased advertising spending and a strategic review of alternatives, culminating in the merger with Kimberly-Clark [6][7].

Investment Rating - The report maintains a "Buy" rating for the company [2][6]. Core Insights - The company has shown a strong performance in Q3 2025, with revenue, net profit attributable to the parent company, and net profit excluding non-recurring items reaching 2.6 billion, 240 million, and 220 million yuan respectively, representing year-on-year growth of 27.7%, 42.1%, and 50.8% [4][11]. - Short-term outlook indicates that consumption is expected to accelerate in Q4 due to increased investment in new products and marketing, with strong momentum in elastic single products and stable growth from the medical segment [2][11]. Summary by Sections Revenue Performance - For Q1-Q3 2025, the company's revenue grew by 19%, with Q3 showing a sequential acceleration. The growth in revenue is attributed to the fading of public sentiment issues and the impact of new endorsements. Revenue growth rates for sanitary napkins, cotton soft towels, and adult apparel were 64%, 16%, and 17% respectively [11]. - The medical segment reported a year-on-year revenue increase of 44% for Q1-Q3 2025, with core products such as surgical consumables, high-end dressings, and health personal care items growing by 185.3%, 26.2%, and 24.6% respectively [11]. Profitability - The gross margin improved by 1.3 percentage points year-on-year and 0.1 percentage points quarter-on-quarter to 48.3%. This improvement is driven by a higher proportion of high-margin products and stable discount rates [11]. - The report notes a decrease in the sales expense ratio by 1.8 percentage points, attributed to scale effects, reduced public relations expenses, and refined internal operations [11]. Future Projections - The company is projected to achieve net profits attributable to the parent company of 1.0 billion, 1.2 billion, and 1.4 billion yuan for 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 24, 20, and 17 times [2][11].

证券代码：603059 证券简称：倍加洁 公告编号：2025-063 倍加洁集团股份有限公司 关于 2025 年前三季度主要经营数据公告的更正公告 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、准确性和完整性承担法律责任。 倍加洁集团股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日在上 海证券交易所网站（www.sse.com.cn）披露了《关于 2025 年前三季度主要经营 数据的公告》（公告编号：2025-060），由于工作人员疏忽，现将上述公告更正 如下： 更正前： 一、2025 年前三季度主要产品的产量、销量及收入实现情况 | 主要产品 | 产量(万支、万片) | 销量(万支、万片) | 营业收入（万元） | | --- | --- | --- | --- | | 牙刷 | 28,088.36 | 32,253.26 | 37,257.73 | | 湿巾 | 736,600.62 | 375,005.60 | 26,988.95 | 更正后： 一、2025 年前三季度主要产品的产量、销量及收入实现情况 | 主要产品 | 产量( ...