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初颜(云南)化妆品有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-10-16 11:32
天眼查App显示,近日,初颜(云南)化妆品有限公司成立,法定代表人为董振宇,注册资本100万人 民币,经营范围为一般项目:化妆品零售;个人卫生用品销售;卫生用品和一次性使用医疗用品销售; 互联网销售(除销售需要许可的商品);美发饰品销售;工艺美术品及收藏品零售(象牙及其制品除 外);针纺织品销售;面料纺织加工。(除依法须经批准的项目外,凭营业执照依法自主开展经营活 动)。 ...
巨子股价跌超15%,可复美双十一首战GMV同比下跌8%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-16 10:07
此外,巨子另一主力品牌可丽金同期GMV增长略有回升。 巨子华熙商战影响还在持续?10月16日,巨子生物跌超15%,月内累计跌幅超24%。具体到产品层面, 双十一首战,巨子生物旗下主力品牌在10月1日至10月14日期间销售表现呈现分化。蝉妈妈数据显示, 可复美10.1-10.14日GMV 6589万元、同比-8%。其中10.1-10.8日GMV 2058万元、同比-16%, 10.9-10.14 日4540万元、同比-4%。 (文章来源:21世纪经济报道) 值得一提的是,可复美品牌胶原棒便是此前陷入"成分风波"的争议产品。 ...
北水动向|北水成交净买入158.22亿 紫金黄金国际(02259)正式入通 北水全天抢筹超17亿港元
智通财经网· 2025-10-16 10:00
Core Insights - The Hong Kong stock market saw a net inflow of 15.822 billion HKD from northbound trading on October 16, with the Shanghai-Hong Kong Stock Connect contributing 8.672 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 7.15 billion HKD [1] Group 1: Stock Performance - The most net bought stocks included Zijin Mining International (02259), Xiaomi Group-W (01810), and Alibaba-W (09988) [1] - The most net sold stocks included SMIC (00981), GigaDevice Semiconductor (02367), and Tencent (00700) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a net inflow of 2.696 billion HKD, with total transactions amounting to 4.816 billion HKD [2] - Xiaomi Group-W recorded a net inflow of 2.508 billion HKD, with total transactions of 3.995 billion HKD [2] - SMIC had a net outflow of 539.09 million HKD, with total transactions of 3.5 billion HKD [2] - Tencent experienced a net outflow of 235 million HKD, with total transactions of 3.02 billion HKD [2] - Zijin Mining International received a net inflow of 1.738 billion HKD, following its inclusion in the Stock Connect list [4] Group 3: Company-Specific News - Zijin Mining International is expected to achieve a compound annual growth rate of approximately 20% in production from 2025 to 2027, increasing total output from 45 tons to 65 tons, leading to a 30% compound annual growth rate in profits [4] - Xiaomi Group's stock price has been volatile due to various news events, with expectations of a decline in gross profit margin in the second half of the year [5] - Alibaba's stock received a boost from the launch of the Tmall Double 11 shopping festival and an upgrade in capital expenditure forecasts by Goldman Sachs [5] - Kangfang Biopharma (09926) received a net inflow of 6.02 billion HKD following the acceptance of its clinical research results for a new drug in a top medical journal [6] - Pop Mart (09992) saw a net inflow of 4.7 billion HKD, with expectations of strong sales growth from new IPs [7]
国信证券:予上美股份(02145)“优于大市”评级 目标价104.5-120.9港元
智通财经网· 2025-10-16 09:27
Core Viewpoint - Guoshin Securities has given a "better than market" rating to Shangmei Co., predicting net profit attributable to shareholders of 1.107 billion, 1.388 billion, and 1.702 billion yuan for 2025-2027, with EPS of 2.78, 3.49, and 4.27 yuan per share respectively, and a target price range of 104.5-120.9 HKD per share [1] Group 1: Company Performance - The company is positioned as a leading domestic beauty brand, leveraging inclusive mechanisms, in-depth R&D, and diverse channels to solidify its performance base through its main brand, Han Shu, which has expanded its product categories and achieved breakthroughs with popular products [1][2] - The main brand Han Shu has achieved significant sales with its Hongman Waist set, ranking first on Douyin's beauty list for eight consecutive months in 2023, and has launched the X Peptide cream to achieve a breakthrough in single product sales [2] Group 2: Market Dynamics - The cosmetics industry has entered a phase of stable growth post-pandemic, with diminishing channel benefits and increasing competition from new brands, leading to a shortened growth lifecycle for single products [1] - Platform-based operational capabilities are crucial for beauty companies to overcome growth bottlenecks, allowing them to adapt to market changes and build a sustainable multi-brand and multi-category business matrix [1] Group 3: Multi-Brand Strategy - The company has developed reusable foundational capabilities in channels, R&D, and marketing, resulting in a platform-based development approach with multiple categories and brands [2] - The company has successfully penetrated niche markets with its multi-brand strategy, including high-end maternal and infant products, anti-hair loss care, and sensitive skin products, contributing to a diverse growth curve [2]
22股获推荐,道通科技等目标价涨幅超30%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-16 09:26
南财投研通数据显示,10月15日,券商给予上市公司目标价共12次,按最新收盘价计算,目标价涨幅排 名居前的公司有小商品城、道通科技,目标价涨幅分别为42.78%、33.08%,分别属于一般零售、计算 机设备行业。 从券商推荐家数来看,10月15日有22家上市公司得到券商推荐,其中小商品城获得4家推荐,华测检测 获得2家推荐,中宠股份获得2家推荐。 首次覆盖方面,10月15日券商共给出了6次首次覆盖,其中中铝国际获得西部证券给予"增持"评级,芭 薇股份获得华源证券给予"增持"评级,富特科技获得天风证券给予"买入"评级,新瀚新材获得光大证券 给予"增持"评级,众鑫股份获得国泰海通证券给予"增持"评级。 | | | 6家最新被首次覆盖的公司 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 行业 | | 601068 | 中铝国际 | 西部证券 | 增持 | 专业工程 | | 920123 | 芭薇股份 | 华源证券 | 增持 | 化妆品 | | 301607 | 富特科技 | 天风证券 | 买人 | 汽车零部件 | | 301076 ...
国信证券:予上美股份“优于大市”评级 目标价104.5-120.9港元
Zhi Tong Cai Jing· 2025-10-16 09:23
Core Viewpoint - Guosen Securities has given a "better than market" rating to Shangmei Co., predicting net profit attributable to shareholders of 1.107 billion, 1.388 billion, and 1.702 billion yuan for 2025-2027, with EPS of 2.78, 3.49, and 4.27 yuan per share respectively, and a target price of 104.5-120.9 HKD per share [1] Company Summary - Shangmei Co. is positioned as a leading domestic beauty brand, leveraging inclusive mechanisms, in-depth R&D, and diverse channels to solidify its performance base through its main brand, Han Shu, which has expanded its product categories and achieved significant sales through bundled offerings [1] - The company has developed reusable foundational capabilities in channels, R&D, and marketing, leading to a platform-based development model with multiple categories and brands [2] - The main brand Han Shu has achieved breakthroughs with products like the Hongman Waist Set and X Peptide Cream, while also expanding into hair care, men's products, and cosmetics [2] Industry Summary - The cosmetics industry has entered a stable growth phase post-pandemic, with diminishing channel benefits and increasing competition from new brands, resulting in shorter product growth life cycles [1] - Platform-based operational capabilities are crucial for beauty companies to overcome growth bottlenecks, allowing them to adapt to market changes and build a sustainable multi-brand and multi-category business matrix [1] - Companies like Shanghai Jahwa, Proya, and currently Shangmei have successfully established platform systems to achieve sustainable growth through industry fluctuations [1]
辽宁大爷卖美妆产品:年入46亿,中国第三,港股上市
Sou Hu Cai Jing· 2025-10-16 08:27
最近,国货美妆赛道冲刺资本市场的实力玩家接连涌现。 9月29日,中国第三大国货化妆品品牌自然堂向港交所递交招股书,拟登陆香港主板。10月9日,自然堂获得加华资本投资3亿元人民币,全球美妆巨头欧莱 雅集团作为产业资本也参与其中。 自然堂创始人郑春颖今年61岁,是辽宁辽阳人,从东北农村走出后,考入东北财经大学,毕业后进入辽阳市财政局。1996年,他辞职下海,先靠电影放映生 意赚到第一桶金,又深耕美容院行业,最终在上海开启美妆创业之路。 2001年,郑春颖推出"自然堂"品牌,以"你本来就很美"的口号切入市场,靠"农村包围城市"的策略打开二三线渠道。 自然堂聚焦多品牌美妆产品,涵盖护肤、彩妆、婴童护理等领域,旗下有自然堂、珀芙研、美素等五大品牌,共522个SKU,其中自然堂品牌贡献了超94% 的营收。2022-2024年,公司营收从42.92亿元增长至46.01亿元,2025年上半年营收达24.48亿元,毛利率保持在70.07%的高位。 在国货美妆市场,自然堂与珀莱雅、上海家化等形成头部阵营。虽说美妆赛道竞争激烈,品牌迭代迅速,但仍藏着新机会。 1、 成分党崛起与数字化浪潮,重塑消费逻辑。 如今消费者更看重产品科技含 ...
港股评级汇总:海通国际维持心泰医疗优于大市评级
Xin Lang Cai Jing· 2025-10-16 07:54
Group 1: Heart Disease Medical Devices - Haitong International maintains an "outperform" rating for Xintai Medical, with a target price of HKD 28.94, highlighting its leadership in congenital heart disease intervention devices and a projected revenue growth of 32.4% year-on-year for H1 2025 [1] Group 2: Express Delivery Services - CITIC Securities maintains a "buy" rating for Jitu Express, noting a 23.1% year-on-year increase in parcel volume in Q3, with Southeast Asia's growth rate reaching 78.7%, driven by cost and efficiency advantages [2] - Shenwan Hongyuan also maintains an "accumulate" rating for Jitu Express, reporting a market share increase to 32.8% and a recovery in domestic express delivery prices, despite a downward revision in profit forecasts [3] Group 3: Healthcare and Medical Services - CITIC Jiantou maintains a "buy" rating for China Resources Medical, indicating that while H1 2025 performance may be pressured by declining average medical insurance fees, the company holds a solid regional leadership position [4] - CITIC Jiantou also maintains a "buy" rating for Weitai Medical, projecting a 63.1% year-on-year revenue growth for H1 2025, with significant narrowing of losses and potential for breakeven by year-end [5] Group 4: Consumer Goods and Retail - Guosen Securities maintains an "outperform" rating for Shangmei Co., with a target price of HKD 120.9, emphasizing strong growth in net profit at a compound annual growth rate of 130% from 2022 to 2024 [6] - Huaxin Securities maintains an "accumulate" rating for Nayuki Tea, benefiting from demand catalyzed by Meituan's delivery subsidies and seasonal effects, with improved profitability through product innovation [7] - Huaxin Securities also maintains a "buy" rating for Wugu Mofang, reporting a 14% revenue growth and an 18% net profit increase for H1 2025, driven by strong performance in offline channels [8] Group 5: Food and Beverage - Guangda Securities maintains an "accumulate" rating for Xiaocaiyuan, noting its position as a leading casual dining chain with a customer price range of HKD 50-70, and plans to expand to 1,000 stores by the end of 2026 [10] - Xibu Securities initiates coverage on China Resources Beverages with an "accumulate" rating and a target price of HKD 15, highlighting a market share of 32.7% and improvements in gross margin through increased self-production [11]
橘妆(广州)化妆品股份有限公司成立 注册资本5万人民币
Sou Hu Cai Jing· 2025-10-16 07:30
天眼查App显示,近日,橘妆(广州)化妆品股份有限公司成立,法定代表人为吴育玲,注册资本5万 人民币,经营范围为专业保洁、清洗、消毒服务;服装、服饰检验、整理服务;服装服饰出租;服装服 饰零售;服装辅料销售;服装服饰批发;光学仪器销售;专业设计服务;互联网设备销售;互联网销售 (除销售需要许可的商品);箱包销售;鞋帽零售;鞋帽批发;眼镜销售(不含隐形眼镜);塑料制品 销售;玻璃纤维增强塑料制品销售;可穿戴智能设备销售;个人卫生用品销售;卫生用品和一次性使用 医疗用品销售;照相器材及望远镜零售;照相器材及望远镜批发;工程塑料及合成树脂销售;化妆品零 售;化妆品批发;第三类医疗器械经营;化妆品生产。 ...
美全(广州)化妆品有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-10-16 07:30
天眼查App显示,近日,美全(广州)化妆品有限公司成立,法定代表人为彭御芳,注册资本100万人 民币,经营范围为技术进出口;货物进出口;离岸贸易经营;社会经济咨询服务;科技中介服务;信息技术咨 询服务;接受金融机构委托从事信息技术和流程外包服务(不含金融信息服务);数字技术服务;知识产权 服务(专利代理服务除外);工业设计服务;组织文化艺术交流活动;咨询策划服务;会议及展览服务;企业 管理咨询;融资咨询服务;国内贸易代理;贸易经纪;技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广;化妆品零售;化妆品批发;以自有资金从事投资活动;进出口代理。 ...