"薇美姿是公司的参股公司，一季度薇美姿暂时处于亏损状态。同期，善恩康净利润已同比实现扭亏为 盈。"张文生说。 "一季度公司主要产品牙刷毛利率为25.52%，湿巾毛利率为23.14%。"公司财务总监嵇玉芳在回答《证 券日报》记者提问时表示，与2024年度相比较，2025年一季度，公司牙刷毛利率增加1.79个百分点，湿 巾毛利率下降0.4个百分点。 倍加洁董事长、总经理张文生在回答《证券日报》记者提问时表示："公司2024年度、2025年一季度营 业收入同比增加系主营业务增长及控股子公司善恩康生物科技(苏州)有限公司(以下简称'善恩康')合并影 响，2024年度净利润由盈转亏主要系参股公司薇美姿实业(广东)股份有限公司(以下简称'薇美姿')经营业 绩的波动以及善恩康经营业绩不达预期影响，公司对长期股权投资及商誉分别计提了减值准备。" 张文生在回答投资者提问时强调，加强自有品牌的建设，短期目标是在收入增长的同时改善经营质量。 2025年一季度，倍加洁业绩依然呈现"增收不增利"状态。对此，张文生则表示，一季度净利润同比下降 原因主要系对参股公司薇美姿采用权益法核算所致，薇美姿一季度亏损同比增加。 6月6日下午，倍加洁 ...

Group 1 - The company has approved a profit distribution plan for the year 2024, which includes a cash dividend of 7.50 RMB per 10 shares, totaling 129,130,350 RMB to be distributed among shareholders [1][2] - The total share capital as of December 31 is 172,173,800 shares, and no stock dividends or capital reserve transfers will be made [1][2] - The dividend distribution will be subject to different tax rates based on the type of shareholder, with specific provisions for Hong Kong investors and domestic investors [1][2] Group 2 - The record date for the dividend distribution is set for June 12, 2025, and the ex-dividend date is June 13, 2025 [1][2] - The distribution will be directly credited to the shareholders' accounts through their securities companies or other custodians [1][2] - The company assumes all legal responsibilities for any discrepancies in the cash dividend distribution due to changes in shareholders' accounts during the application period [1][2] Group 3 - The minimum selling price for major shareholders and executives will be adjusted to 18.68 RMB per share following the dividend distribution [3] - The initial public offering price was set at 20.08 RMB per share, which will also be adjusted based on the dividend distribution [3]

Group 1 - Shenzhen companies are increasingly exploring emerging markets, with a focus on diversifying their business operations, particularly in the oral care consumer goods sector [1] - Financial institutions in Shenzhen are evolving into resource linking and overseas service stations, providing customized and comprehensive solutions for companies venturing abroad [1][2] - The demand from companies for services related to overseas logistics, market access, compliance, tax policies, cross-border financing, and localization is growing [2][3] Group 2 - Banks are not only facilitating resource matching but are also directly involved in advising companies on their overseas operations, offering both financial and non-financial services [3] - The international market is becoming a significant growth area for Chinese commercial banks, with examples like ICBC Brazil focusing on cross-border settlements and trade financing [3][4] - The use of the Renminbi in international trade is increasing, with over 50% of some Latin American countries starting to adopt it for trade and investment, benefiting Shenzhen's private enterprises [3][4] Group 3 - Shenzhen's cross-border insurance services are expanding to cover the entire process of companies going abroad, with a focus on risk mitigation [5] - Common risks faced by companies include exchange rate fluctuations, geopolitical changes, and buyer defaults, which are often excluded from standard insurance coverage [5] - The "Big Protection" insurance program supports small and medium-sized export enterprises, with 22,000 companies signing up in 2024, facilitating exports worth $90.91 billion, a 27.5% increase [5][6]

近期，多家权威媒体聚焦中国企业在防蛀原料奥拉氟成分上的技术突破。5月8日，央视网《世界微笑日 特别节目》对国内儿童口腔护理品牌兔头妈妈首次报道，展示了其自主合成的高纯度奥拉氟，在多方检 测下，防蛀性能远超进口。 在中国5岁儿童乳牙龋患率高达70.9%的现状下，这一重大防蛀科技突破后续引发极目新闻、新京报、 凤凰网等权威媒体密集关注，争相报道其背后的科研突围之路。 奥拉氟，正是国内近年来因防蛀性能优异而非常火热的成分。其源于欧洲上世纪50年代末60年代初，距 今已有60年应用历史。据公开资料显示，奥拉氟因其特殊分子结构带来了特殊的性能，如优异的延展 性，能在牙齿表面快速铺展形成一层保护膜；另外包裹性上，可以跟牙齿表面和口腔的软组织进行结 合，不易被食物带走，对牙齿可以长效保护；此外它在促进牙齿再矿化、增加抗酸蚀能力和抑菌能力 上，都有很好的表现。 目前市面上奥拉氟牙膏丰富，但备受追捧的奥拉氟原料实际上长期依赖进口。兔头妈妈研发科学家、浙 江大学高分子化学与物理博士王莎莎在接受极目新闻采访时提到，"在去年以前，全球具有生产奥拉氟 能力的企业只有三家，全部在欧洲。""为了产品升级，我们希望能够技术共享，但被对方拒绝 ...

Group 1: BOE Technology Group (京东方A) - The LCD industry supply and demand situation is improving, shifting focus from scale and market share competition to high-profit applications, high-value products, advanced technology, and high-value brands [1] - By Q1 2025, the average operating rate of the LCD industry is expected to gradually increase and maintain above 80% [1] - LCD TV panel prices have been rising since January 2025, with expectations of a gradual cooling in Q2 [1] - The company’s 8.6-generation MOLED production line in Chengdu has started equipment installation four months ahead of schedule [1] - In 2024, the IT segment is projected to account for the highest share of the company’s display device business revenue at 34% [1] - The company anticipates depreciation of approximately 38 billion in 2024, expecting to reach a peak this year [1] - The company is open to industry consolidation and will consider multiple factors for participation [1] Group 2: Haixiang New Materials (海象新材) - The company has not yet launched PET flooring products and has no related revenue; PET flooring will coexist with PVC flooring rather than completely replace it [2] - The revenue growth relies on stable sales in non-US regions, recovery in the US market, and expansion in the domestic market [2] - The company has taken measures to mitigate the impact of customs traceability issues [2] - The impact of US tariffs is minimal, as the company has established production capacity in Southeast Asia [2] - There are currently no plans to set up a factory in the US in the short term [2] Group 3: Beijia Clean (倍加洁) - In 2024, the production capacity utilization rate for toothbrushes is 57.68%, while for wet wipes it is 28.98% [3] - The annual production capacity for toothpaste is expected to increase to 120 million units, with new clients such as Comfort and Shuke [3] - The company focuses on its own brands in toothpaste, toothbrushes, and orthodontic oral care products, with a comprehensive layout on e-commerce platforms [3] - The ODM business is the main focus, with moderate investment in self-owned brands [3] - The US market accounts for 24% of total revenue, with some small clients canceling orders; the company is responding through its Vietnam base [3] - The associate company, Weimei Zi, is projected to have a net profit of 32.96 million in 2024, with a loss in Q1 2025 [3] - The controlling subsidiary, Shan'en Kang, is expected to incur losses in 2024 but aims to turn profitable in Q1 2025, focusing on major client development and the KK bacteria niche market [3] - The company aims for double-digit revenue growth in 2025, with the Vietnam production base project still under construction [3] Group 4: ICBC Credit Suisse Asset Management (工银瑞信基金) - As of now, the total asset management scale of the company is 778.131 billion, ranking 13th out of 210 [4] - The asset management scale for non-monetary public funds is 422.31 billion, also ranking 13th out of 210 [4] - The company manages 474 public funds, ranking 12th out of 210 [4] - There are 85 fund managers under the company, ranking 10th out of 210 [4] - The best-performing public fund product in the past year is the ICBC North Securities 50 Index A, with a latest net value of 1.54 and a growth of 66.21% in the past year [4] - The latest public fund product raised by the company is the ICBC Stable and Profitable 120-Day Rolling Bond A, which is a long-term bond type with a subscription period from May 6, 2025, to May 28, 2025 [4]

奥拉氟是近年来市场上火热的防蛀成分，国内多个口腔护理品牌推出奥拉氟防蛀牙膏。一面是奥拉氟防 蛀牙膏市场的繁荣发展，一面是社交媒体平台上家长们对"奥拉氟"的不同态度的讨论。根据公开报道， 兔头妈妈是国内首个引进奥拉氟的国货母婴品牌，且在今年推出自主研发的国产高纯奥拉氟。而其市场 表现，以天猫平台为例，兔头妈妈奥拉氟防蛀牙膏在细分类目下，连续霸榜天猫超市牙膏热卖榜、回购 榜、好评榜榜单TOP1。 近日，凤凰网独家专访兔头妈妈，揭秘奥拉氟技术背后的科技暗战。 跨世纪的奥拉氟早已技术垄断 在奥拉氟（Olaflur）源于欧洲上世纪50年代末60年代初，因其具备更好的防龋性能，在欧洲由数十年的 研究应用。 长期以来，欧洲原料公司垄断技术不作公开，国货品牌局限使用，不仅制约自身产品迭代，更是让国内 市场陷入同质化竞争。另外，奥拉氟合成工艺相对复杂，需要特殊设备，外界并没有可供参考的制备方 法和检测方法。整个技术体系被海外企业掌控，国货品牌面对技术壁垒，颇受掣肘。 兔头妈妈品牌合伙人代羽舟在采访中分享到，有关奥拉氟检测的标准已协同权威机构和单位完成立项。 此外，兔头妈妈旗下的奥拉氟牙膏目前根据系列分别采用国产奥拉氟和进口奥拉 ...

新能源与绿色科技：商用车与环保技术领跑 西洽会期间，庆铃携手华为数字能源，发布全球首款兆瓦级超充重卡——铃界，以兆瓦超充和智能网联 技术，重塑绿色物流新生态，掀起重卡电动化新革命。 此外，庆铃集团还携燃油、纯电、氢能、混动四大动力平台，以及"铃界、铃坤"多款新产品重磅亮相 N4馆，以全球顶尖的新科技、领先的新产品，向世界展示重庆商用车产业在转型升级中的最新突破。 5月22日-25日，第七届中国西部国际投资贸易洽谈会（以下简称"西洽会"）在位于两江新区的悦来国际 会议中心举行。重庆国企以"科技赋能绿色创新"为主题，携带多领域标杆产品亮相，集中展现"重庆智 造"的强劲实力。 智能制造装备：从机床到仪表，技术突破引领行业 本届西洽会，重庆机电集团携旗下20多家企业参展，展示了上百款创新产品，涵盖清洁能源装备及系统 集成、工业母机及智能制造等五大业务板块。 重通集团展出的自主研发磁悬浮热泵机组，运用全新磁悬浮技术，低振低噪，无油环保。单机85℃高温 出水、制热量超3MW，10%～105%变频调节，全自动控制且达一级能效，为工业余热回收和城市供暖 提供了新的高效解决方案。 重泵公司在清洁能源装备及系统集成领域，与中海油 ...

PERFECT GROUP CORP.,LTD （江苏省扬州市杭集工业园） 倍加洁集团股份有限公司 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股 东会的顺利进行，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东会规则》以及《倍加洁集团股份有限公司章程》等相关规定，倍 加洁集团股份有限公司（以下简称"公司"）特制定本次股东会会议须知，请出 席股东会的全体人员自觉遵守。 请出席会议的股东或股东代理人（以下统称"股东"）及相关人员准时到达会场 签到确认参会资格。股东在参会登记时间内没有通过传真或信函方式登记的，不 在签到表上登记签到的，或会议正式开始后没有统计在会议公布表决权数量之内 的股东，不得参加表决。 倍加洁集团股份有限公司 选择现场投票或网络投票中的一种表决方式，不能重复投票。股东可以在网络投 票时间内通过上海证券交易所的交易系统行使表决权。同一股份通过现场方式和 网络方式重复进行投票的，以第一次投票结果为准。出席本次现场会议的股东， 若已进行会议登记并领取表决票，但未进行投票表决，则视为该股东自动放弃表 决权利，其所持有的表决权在统计表决结果时作弃权处理。 律 ...

24&25Q1 消费板块综述：新消费方向崛起 [Table_Industry] 轻工制造 [Table_ReportDate] 2025 年 05 月 16 日 证券研究报告 行业研究 [Table_ReportType] 行业专题研究（普通） | [Table_StockAndRank] 轻工制造 | | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | 豪悦护理主业稳健，下游客户份额提升，生育政策刺激推动代工订单改善， 24Q4/25Q1 收入同比+30%/+42%、归母净利润-28%/+6%，后续公司依 托自身生产制造优势及资源支持，有望推动洁婷逐步完成品牌焕新。 [Table_Author] 姜文镪 新消费行业首席分析师 执业编号：S1500524120004 邮 箱： jiangwenqiang@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 24&25Q1 消费板块综述：新消费方向崛起 [Table_ReportDate ...

据了解，当前温江正锚定"幸福温江·美好之城"奋斗目标，深入实施"立园满园"行动，系统重塑"四大战 区"经济地理，提质营建"温江效率""温馨服务"营商品牌，加快构建"3+6"现代化产业体系，以产业园区 高质量发展引领带动区域高质量发展。 （文章来源：每日经济新闻） 现场举行了项目集中签约仪式，共计11个项目签约，总投资108亿元，重点覆盖医药健康、装备制造、 现代都市农业、现代商务等产业领域。其中，安徽鹿妈妈口腔护理产品销售结算及生产中心项目将为口 腔清洁提供一站式解决方案；弱水科技声学研发销售总部项目将打造集电子声学研发、全球电商营销、 产品展示体验为一体的综合性声学研发销售总部；凤栖里·九巷商业综合体项目将打造集购物、休闲、 娱乐等多元体验为一体的城市活力空间。 为扩大招商引资的"朋友圈"，充分发挥"招商大使"的桥梁纽带作用，温江区向旭辉集团副总裁、旭辉华 西区域总裁林祝波等13名代表颁发了招商大使聘书。温江区相关负责人表示，真诚希望各位招商大使、 企业家朋友全方位宣传推介温江"四大战区"的发展机遇、投资机会和产业政策，把更多的优质企业、高 端人才、先进技术引荐到温江，携手开创互利共赢、彼此成就的新局面。 ...