2025.12.09 本文字数：1504，阅读时长大约3分钟 作者 |一财评论员 释，或者作出有关重大决策，应当注重听取包括民营经济组织在内各类经济组织、行业协会商会的意见 建议；在实施前应当根据实际情况留出必要的适应调整期。 12月8日，《经济日报》在头版头条位置编发了广东优凯科技有限公司董事长黄平的来信，反映洗涤用 品行业无序竞争、劣质产品凭借低廉价格抢市场等问题，提出了解决问题的建议。编者按中强调，为了 找准症结破解难题，推动大市场强起来，该报组成调研组，深入采访部委、地方、行业、企业和专家学 者，形成了系列专题调研报告并陆续刊发。 作为中央级经济大报，《经济日报》头版头条编发这一来信充分显示了对民营企业意见的高度重视，为 民营企业反映意见提供了新的渠道。同时，《经济日报》充分发挥媒体的自身优势，深入采访形成专题 调研报道，从而促进民营企业所反映问题的解决。这二者都值得点赞。 民营经济在整个国民经济体系中的作用不断增强，已经超越了"半壁江山"。与此同时，民营企业意见反 映的渠道也越来越多元化、越来越畅通，反映意见的领域越来越宽广，取得成效也越来越明显。 今年5月施行的民营经济促进法，制定过程中就充分听取 ...

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Group 1: Company Overview - The company operates in the fine chemical sector, focusing on the R&D, production, and sales of surfactants and cleaning products, with production bases in Changsha, Shanghai, and Dongguan [1][2] - Annual production capacity exceeds 600,000 tons for surfactants and approximately 250,000 tons for cleaning products [1][2] - In Q3 2025, the company achieved a revenue of 1.27 billion RMB, a year-on-year increase of 41.97%, and a net profit of 45.43 million RMB, up 90.85% [1] Group 2: Market Position - The company is a pioneer in the surfactant industry, being one of the first to collaborate with foreign chemical enterprises and to introduce advanced sulfonation equipment [2] - The proprietary surfactant brand "AW" is recognized as a famous trademark in China, with significant market share and sales volume [2] Group 3: Market Share Maintenance and Growth Strategies - The company aims to enhance its influence in Central, East, and South China while expanding its reach nationally and internationally [3] - Strategies include cost control, production efficiency improvements, and continuous technological innovation to maintain product competitiveness [3] Group 4: Future Strategic Development - The core business remains focused on surfactant R&D, production, and sales, with an emphasis on building a diverse product matrix and expanding application fields [4] - The company is also considering mergers and acquisitions to accelerate business layout and upgrades [4] Group 5: International Business Performance - In 2024, the company reported total revenue of 3.649 billion RMB, with export revenue of 600 million RMB, accounting for 16.45% of total revenue [5] - For the first half of 2025, total revenue was 2.210 billion RMB, with export revenue of 418 million RMB, representing 18.93% of total revenue, indicating strong growth in overseas sales [5]

Group 1: Company Overview - The company operates in the fine chemical sector, focusing on the research, production, and sales of surfactants and cleaning products, which are essential raw materials for personal care and household cleaning items [1] - Main products include surfactants for shampoos, body washes, hand soaps, laundry detergents, and dishwashing liquids, with a stable market growth due to rigid demand characteristics [1] Group 2: Pricing and Cost Management - The pricing strategy for surfactant products is based on a model of "main material costs + other costs + reasonable profit" [1] - A dedicated procurement department monitors raw material price fluctuations and adjusts inventory based on market conditions, implementing a "supply and sales linkage" pricing strategy [2] Group 3: Competitive Advantages - The company's core competitive advantages include technological and product quality superiority, geographical advantages, customer resource advantages, economies of scale, brand strength, industry position, and supply chain advantages [2] Group 4: International Business Performance - The company has seen significant growth in export sales, with revenue increasing from 199 million RMB in 2021 to 600 million RMB in 2024, representing a cumulative growth of over 300% in three years [2] - In the first half of 2025, export revenue reached 418 million RMB, marking a year-on-year increase of 53.07% [2]

Core Insights - The global laundry products market is projected to reach a volume of 33,845.5 thousand tons in 2024, with an average price of $2.26 per kilogram [1] - The market is expected to grow at a compound annual growth rate (CAGR) of 2.5%, reaching a size of $89.44 billion by 2031 [1] Market Overview - The main drivers of the laundry products market include increased consumer awareness of hygiene, convenience, and garment care, along with rising disposable incomes and accelerated urbanization [1] - The demand for premium detergents, eco-friendly formulations, and innovative product forms (such as laundry pods, liquid detergents, and concentrated powders) is on the rise [1] Market Segmentation - Detergents currently dominate the market, accounting for approximately 69.0% of the total market share [9] - Home use is the primary application segment, representing about 60.3% of the demand [12] Key Players - Major manufacturers in the global laundry products market include P&G, Unilever, Henkel, Kao, Liby, Nice Group, Church & Dwight, Blue Moon, Colgate, and Clorox [7] - The top ten manufacturers hold around 54.0% of the market share in 2024 [7] Driving Factors - Urbanization and the expansion of the middle class in emerging economies are driving demand for modern household products, including laundry detergents [15] - The increasing penetration of washing machines, particularly in developing countries, is a significant factor driving the need for compatible detergents [15] - Modern consumers prefer convenient and premium detergents, with liquid detergents and pods gaining popularity over traditional powders [16]

Group 1 - A new individual business named "Zhi Mu Cleaning Products Business" has been established in Nanhua Town, Zhongjiang County, with a registered capital of 100,000 RMB [1] - The legal representative of the business is Xiang Qionghua, indicating a personal ownership structure [1] - The business scope includes sales of daily chemical products, food detergents, professional cleaning and disinfection services, wholesale and retail of kitchenware and daily necessities, and internet sales (excluding items requiring permits) [1]

Group 1: Production Capacity and Utilization - The company's surfactant production capacity utilization rate has remained high, reaching 86.00% in 2024 [2] - The company has three major production bases, which contribute to its competitive advantage in the market [3] - The annual production capacity for surfactants exceeds 600,000 tons, while the capacity for cleaning products is approximately 250,000 tons [6] Group 2: Sales and Revenue Growth - The company's external sales revenue grew significantly from 199 million RMB in 2021 to 600 million RMB in 2024, representing a cumulative growth of over 300% [4] - In the first half of 2025, external sales revenue reached 418 million RMB, a year-on-year increase of 53.07% [4] - The company achieved a total revenue of 2.21 billion RMB in the first half of 2025, reflecting a year-on-year growth of 31.43% [5] Group 3: Market Position and Client Relationships - The company has established long-term strategic partnerships with major clients, benefiting from location advantages and stable product quality [2] - The company is recognized as a key supplier of surfactants to well-known domestic and international daily chemical enterprises [2] - The company’s surfactant brand "AW" is a well-known trademark in China, enhancing its market presence [6] Group 4: Financial Management and Shareholder Returns - The company plans to enhance its market value management through various strategies, including stock incentives and improving dividend levels [5] - The latest profit distribution plan includes a cash dividend of 5.10 RMB per 10 shares, totaling approximately 66.39 million RMB [6] - The company has maintained a dividend payout ratio exceeding 60% over the past three years [5] Group 5: Innovation and Product Development - The company focuses on technological innovation to meet customer and end-user needs, developing a diverse and high-value product system [3] - The company has launched a series of industrial cleaning agents, expanding its product offerings beyond personal care and home cleaning [9] - The company is committed to enhancing its product matrix through continuous research and development [10] Group 6: Environmental Initiatives - The company has implemented measures to promote green development, including passing ISO certifications for greenhouse gas emissions and product carbon footprint [10] - The company’s production facilities have been recognized as "National Green Factories" by the Ministry of Industry and Information Technology [10]

Core Insights - The laundry detergent industry is evolving towards energy-saving, environmentally friendly, efficient, gentle, convenient, and safety-compliant products, with concentrated laundry liquids gaining traction due to their significant advantages in energy conservation, environmental friendliness, and cleaning efficiency [1][9] - The concentration rate of laundry liquids in China has increased from 4% in 2015 to 10.7% in 2024, with a compound annual growth rate (CAGR) of 12.3%, indicating a growing market potential compared to over 98% in developed countries [1][9] - The market size of China's concentrated laundry liquid industry has expanded from 1.289 billion yuan in 2017 to 5.511 billion yuan in 2024, with a CAGR of 23.06%, driven by the rising demand for "efficient cleaning" and "green low-carbon" products among younger consumers [1][9] Industry Overview - Concentrated laundry liquid is a liquid detergent product with a higher effective ingredient content, allowing for reduced packaging and lower transportation costs, while requiring less usage compared to regular liquid detergents [4] - The industry has seen significant growth since 2010, with major brands like Blue Moon leading the way in product innovation and market expansion [5][10] Market Dynamics - The concentrated laundry liquid market is currently concentrated, with Blue Moon holding a market share of 27.9%, followed closely by Procter & Gamble at 26.8% [10] - The competitive landscape features both multinational giants and local leaders, with a focus on technological innovation, green supply chain development, and multi-channel marketing [10][11] Future Trends - The industry is expected to continue evolving towards higher efficiency, with innovations in active ingredient concentration and packaging technology [13] - Products will increasingly incorporate multifunctional capabilities, addressing diverse consumer needs such as antibacterial properties and fabric care [14] - Energy-saving and environmentally friendly practices will drive future product development, with a focus on biodegradable ingredients and reduced carbon emissions [15]

Core Viewpoint - Blue Moon Group reported a revenue of HKD 3.037 billion for the six months ending June 30, 2025, with a gross profit of HKD 1.764 billion and a loss per share of HKD 0.0822, while proposing an interim dividend of HKD 0.08 per share [1] Group 1: Financial Performance - The company achieved a revenue of HKD 3.037 billion and a gross profit of HKD 1.764 billion for the first half of 2025 [1] - The loss per share was reported at HKD 0.0822, and the company plans to distribute an interim dividend of HKD 0.08 per share [1] Group 2: Marketing and Sales Strategy - The company continued to promote the concept of "scientific washing" and expanded the use of concentrated laundry detergent [1] - Sales and management strategies were optimized, leading to a 13.2% reduction in sales and distribution expenses [1] - Traditional online sales channels and offline distributor channels maintained stable growth [1] Group 3: IP Project and Consumer Engagement - The company launched the "Incredible Future Laundry Technology" IP project, achieving over 1.8 billion exposures online, targeting young families and new generations [2] - The project utilized diverse storytelling methods such as music videos, short dramas, and micro-variety shows to engage users [2] Group 4: Distribution and Market Coverage - The company systematically expanded its market coverage through channel penetration into counties and towns across China [2] - The number of offline distributors and terminal stores increased year-on-year as part of the strategy to enhance traditional channel sales [2] - During the "618 Shopping Festival," the company maintained a leading position, ranking first in cumulative sales across major e-commerce platforms for key product categories [2]

Group 1 - Shanghai Wanwu Jing Cleaning Products Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Luo Ping [1] - The company's business scope includes a variety of sales and services, such as food detergents, daily necessities, disinfectants, and cleaning services [1] Group 2 - The company is authorized to engage in the sale of personal hygiene products, cosmetics, and household appliances [1] - It also includes the import and export of goods and technology [1] - The company operates under the principle of conducting business activities independently with its business license, except for projects that require approval [1]