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国泰海通:国际美护品牌二季度增速回暖 中国区市场全面增长
智通财经网· 2025-08-03 05:59
Group 1: Market Overview - Recent financial reports from international beauty leaders like L'Oréal and Procter & Gamble indicate a sequential improvement in growth rates for overseas brands in the Chinese market, particularly in functional skincare and medical aesthetics [1] - The beauty sector is experiencing significant changes, with a notable rise in domestic brands, highlighting a clear growth trend and increasing brand differentiation [1] Group 2: L'Oréal Performance - L'Oréal reported a sales figure of €22.47 billion for 1H25, reflecting a year-on-year growth of 3.0%, with Q1 and Q2 growth rates of 2.6% and 3.7% respectively [2] - The net profit for L'Oréal reached €3.783 billion, showing a 1.0% year-on-year increase [2] - The professional hair division led growth with a 6.5% increase, while mass skincare, premium cosmetics, and skin science segments grew by 2.8%, 2.0%, and 3.1% respectively [2] - The Chinese market showed a 3% year-on-year growth in Q2, with skin science and professional hair products performing particularly well [2] Group 3: Procter & Gamble Performance - Procter & Gamble's Q2 sales amounted to $20.889 billion, a 2% year-on-year increase, with net profit rising by 15% to $3.626 billion [3] - The beauty segment saw a slight increase of 0.2% year-on-year, while net profit in this division grew by 4% [3] - The skincare business in China continued to grow, although this was offset by a decline in North America, resulting in flat overall sales for the skincare segment [3] Group 4: Galderma Performance - Galderma reported a net sales figure of $2.448 billion for 1H25, marking a 12.2% year-on-year increase, with Q2 growth at 15.8% [4] - The company raised its full-year sales guidance to 12-14%, up from the previous 10-12% [4] - The injection aesthetics, daily skincare, and skin treatment segments grew by 9.8%, 7.7%, and 26.9% respectively, with botulinum toxin sales increasing by 14.7% [4] - Strong performance was noted in key markets such as Brazil, Canada, and mainland China, particularly in the injection aesthetics business [4]
美容护理CFO薪酬PK: 贝泰妮CFO王龙年薪282万元 公司净利润连续两年大幅下滑、多项营运能力指标下滑
Xin Lang Zheng Quan· 2025-07-31 11:04
Core Insights - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the beauty and skincare industry was 2.93 million yuan, paid to Wang Li of Proya, while the lowest was 342,600 yuan, paid to the former CFO of Two Faces Needle [1][2] - The beauty and skincare industry CFOs' average salary was reported at 770,000 yuan, with nearly 12 companies having CFO salaries exceeding 1 million yuan [2] Salary Breakdown - The CFOs of the following companies received salaries exceeding 2 million yuan: - Fang Xiuyuan from Sturdy Medical: 2.015 million yuan - Zhang Li from Baiya: 2.048 million yuan - Zhang Renzhao from Aimeike: 2.335 million yuan - Wang Long from Beitaini: 2.82 million yuan - Wang Li from Proya: 2.933 million yuan [2][3] Company Performance Indicators - Beitaini experienced revenue growth without profit increase, with multiple profitability indicators declining, including sales gross margin and return on equity [4] - Sturdy Medical showed an increase in accounts receivable growth rate exceeding revenue growth rate, with a continuous rise in the accounts receivable to revenue ratio and a decline in sales gross margin [3][4] - Aimeike's revenue and net profit growth rates significantly slowed down, with several profitability indicators also declining [3][4] Age Demographics of CFOs - The youngest CFOs in the industry are Zou Fei from Shuiyang and Wang Yucong from Qingsong, both aged 35, while the oldest is Dong Ye from Zhongshun Jierou, aged 61 [4]
美容护理CFO薪酬PK:青松股份90年百万年薪CFO汪玉为业内最年轻 任期内青松股份曾连亏三年、营收已连降4年
Xin Lang Zheng Quan· 2025-07-31 11:01
报告期内,2024年,稳健医疗应收账款增速高于营业收入增速,应收账款/营业收入比值持续增长,销 售毛利率下降,存货周转率持续下降。 2024年,爱美客营收、归母净利润增速明显放缓、多项盈利能力指标出现下滑,销售毛利率、净资产收 益率均出现下滑。 2024年,贝泰妮增收不增利,多项盈利能力指标出现下滑,销售毛利率、净资产收益率均出现下滑。除 此之外,公司多项营运能力评估指标也出现了下滑,如公司应收账款周转率、总资产周转率持续下滑。 专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。值得关注的是,青松股份CFO汪玉聪从2018年5月起担任公司财务总监,任期内,青松股份 营收连续4年下降,归母净利润更是一度陷入亏损之中。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度 ...
美容护理CFO薪酬PK: 爱美客CFO张仁朝年薪233.5万元 公司多项盈利能力指标下滑
Xin Lang Zheng Quan· 2025-07-31 10:57
Core Insights - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the beauty and skincare industry was 2.93 million yuan, paid to Wang Li of Proya [2][3] - The beauty and skincare industry CFOs' average salary was reported at 770,000 yuan, with nearly 12 companies having CFO salaries exceeding 1 million yuan [2] Salary Breakdown - The top five CFO salaries in the beauty and skincare sector are as follows: - Proya: 2.93 million yuan - Beitaini: 2.82 million yuan - Aimeike: 2.34 million yuan - Baiya: 2.04 million yuan - Sturdy Medical: 2.02 million yuan [2][3] - Companies with CFO salaries exceeding 2 million yuan include Sturdy Medical, Baiya, Aimeike, Beitaini, and Proya [2] Industry Performance - Aimeike experienced a significant slowdown in revenue and net profit growth, with declines in multiple profitability indicators, including sales gross margin and return on equity [1][3] - Beitaini also reported a decline in profitability metrics, with decreasing sales gross margin and return on equity, alongside a drop in operational efficiency indicators [4] - Sturdy Medical's accounts receivable growth outpaced revenue growth, leading to an increase in the accounts receivable to revenue ratio and a decline in sales gross margin [3]
美容护理CFO薪酬PK: 稳健医疗CFO方修元年薪201.5万元 公司应收账款占比持续增长、毛利率下降
Xin Lang Zheng Quan· 2025-07-31 10:57
Core Insights - The total salary scale for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The highest annual salary for a CFO in the beauty and skincare industry was 2.93 million yuan, paid to Wang Li of Proya [2][3] - The beauty and skincare industry saw nearly 12 listed companies with CFO salaries exceeding 1 million yuan, indicating a competitive compensation landscape [2] Salary Breakdown - The CFOs of the following companies received salaries exceeding 2 million yuan: - Fang Xiuyuan from Sturdy Medical: 2.015 million yuan - Zhang Li from Baiya: 2.048 million yuan - Zhang Renzhao from Aimeike: 2.335 million yuan - Wang Long from Betaini: 2.82 million yuan - Wang Li from Proya: 2.933 million yuan [2][3] Industry Performance Indicators - Sturdy Medical reported a higher growth rate in accounts receivable compared to revenue, with a continuous increase in the accounts receivable to revenue ratio, alongside declining sales gross margin and inventory turnover rate [3][4] - Aimeike experienced a significant slowdown in revenue and net profit growth, with multiple profitability indicators showing a decline, including sales gross margin and return on equity [3][4] - Betaini also faced a decline in multiple profitability indicators, including sales gross margin and return on assets, along with deteriorating operational capacity metrics [4] Age Demographics of CFOs - The youngest CFOs in the industry are Zou Fei from Shuiyang and Wang Yucong from Qingsong, both aged 35, while the oldest is Dong Ye from Zhongshun Jierou, aged 61 [4] - Wang Yucong has been the CFO of Qingsong since May 2018, during which the company has seen a continuous decline in revenue over four years and a period of net profit loss [4]
美容护理CFO薪酬PK:贝泰妮CFO王龙年薪282万元公司净利润连续两年大幅下滑、多项营运能力指标下滑
Xin Lang Cai Jing· 2025-07-31 09:10
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 2024年,爱美客营收、归母净利润增速明显放缓、多项盈利能力指标出现下滑,销售毛利率、净资产收益率均出现下滑。 2024年,贝泰妮增收不增利,多项盈利能力指标出现下滑,销售毛利率、净资产收益率均出现下滑。除此之外,公司多项营运能力评估指标也出现了下滑,如公司应收账款周转率、总资产周转 从年龄角度看,水羊股份CFO邹飞、青松股份CFO汪玉聪均为35岁,是行业内最年轻的两位CFO;中顺洁柔CFO董晔年龄为61岁,是行业内年龄最大的CFO。值得关注的是,青松股份CFO汪玉聪从 责任编辑:公司观察 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股 ...
美容护理CFO薪酬PK:青松股份90年百万年薪CFO汪玉为业内最年轻 任期内青松股份曾连亏三年、营收已连降4年
Xin Lang Zheng Quan· 2025-07-31 08:26
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付年薪293.3 万元;为CFO支付的最低年度薪酬是两面针,为原财务总监王为民支付年薪34.26万元。 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股份、锦波生物、登康口 腔、力合科创、华熙生物、中顺洁柔、稳健医疗、百亚股份、爱美客、华熙生物、贝泰妮、珀莱雅,这 些上市公司分别给财务总监支付年薪115万元、115.7万元、125.78万元、132.08万元、158.77万元、 168.41万元、201.5万元、204.78万元、233.5 ...
美容护理CFO薪酬PK: 爱美客CFO张仁朝年薪233.5万元 公司多项盈利能力指标下滑
Xin Lang Zheng Quan· 2025-07-31 08:06
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付年薪293.3 万元;为CFO支付的最低年度薪酬是两面针,为原财务总监王为民支付年薪34.26万元。 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股份、锦波生物、登康口 腔、力合科创、华熙生物、中顺洁柔、稳健医疗、百亚股份、爱美客、华熙生物、贝泰妮、珀莱雅,这 些上市公司分别给财务总监支付年薪115万元、115.7万元、125.78万元、132.08万元、158.77万元、 168.41万元、201.5万元、204.78万元、233.5 ...
美容护理CFO薪酬PK: 贝泰妮CFO王龙年薪282万元 公司净利润连续两年大幅下滑、多项营运能力指标下滑
Xin Lang Zheng Quan· 2025-07-31 08:06
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 报告期内,2024年,稳健医疗应收账款增速高于营业收入增速,应收账款/营业收入比值持续增长,销 售毛利率下降,存货周转率持续下降。 2024年,爱美客营收、归母净利润增速明显放缓、多项盈利能力指标出现下滑,销售毛利率、净资产收 益率均出现下滑。 2024年,贝泰妮增收不增利,多项盈利能力指标出现下滑,销售毛利率、净资产收益率均出现下滑。除 此之外,公司多项营运能力评估指标也出现了下滑,如公司应收账款周转率、总资产周转率持续下滑。 从年龄角度看,水羊股份CFO邹飞、青松股份CFO汪玉聪均为35岁,是行业内最年轻的两位CFO;中顺 洁柔CFO董晔年龄为61岁,是行业内年龄最大的CFO。值得关注的是,青松股份CFO汪玉聪从2018年5 月 ...
美容护理CFO薪酬PK: 稳健医疗CFO方修元年薪201.5万元 公司应收账款占比增长、毛利率下降
Xin Lang Zheng Quan· 2025-07-31 08:03
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 作为上市公司核心管理层关键成员,财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示,2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元,平均年薪为 81.48万元。 随着年报披露收官,美容护肤行业上市公司财务总监薪酬面纱也被揭开。据数据统计,美容护肤行业上 市公司年薪为77万元,其中为财务总监支付的最高年度薪酬是珀莱雅,为财务总监王莉支付年薪293.3 万元;为CFO支付的最低年度薪酬是两面针,为原财务总监王为民支付年薪34.26万元。 美容护肤行业财务总监薪酬有近12家上市公司的财务薪酬超百万,分别为青松股份、锦波生物、登康口 腔、力合科创、华熙生物、中顺洁柔、稳健医疗、百亚股份、爱美客、华熙生物、贝泰妮、珀莱雅,这 些上市公司分别给财务总监支付年薪115万元、115.7万元、125.78万元、132.08万元、158.77万元、 168.41万元、201.5万元、204.78万元、233.5 ...