拉芳家化（603630）(603630.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润 为-2500万元到-3200万元，与上年同期相比，将出现亏损。 ...

Core Viewpoint - Shanghai Jahwa announced an expected net profit attributable to the parent company of 240 million to 290 million yuan for the year 2025, indicating a turnaround from loss to profit compared to the same period last year [1] Group 1 - The company will implement a "four focuses" business strategy in 2025 [1] - Strengthening brand marketing is a key component of the company's strategy [1] - The main business revenue is expected to grow due to the execution of the new strategy [1] Group 2 - Product structure optimization is anticipated to enhance the gross profit margin [1]

Core Viewpoint - Guangzhou is enhancing cross-border trade support for over 500 specialized markets, focusing on addressing financing and settlement challenges faced by foreign trade enterprises through a comprehensive service platform and collaboration with financial institutions [1][3][4]. Group 1: Overview of the Initiative - The "Belt and Road" trade comprehensive service platform in Guangzhou aims to facilitate high-quality development and transformation of specialized markets, which include textiles, leather goods, and cosmetics [3]. - The initiative is part of a broader strategy to position Guangzhou as a significant gateway for "Made in China" products to the global market [3]. Group 2: Financial Collaboration - A memorandum of cooperation was signed between the service platform and financial institutions to support the high-quality development of specialized markets [3]. - Financial institutions and logistics representatives provided insights on cross-border finance and international logistics policies during the event, launching specialized service products to assist enterprises in overcoming challenges in international markets [3]. Group 3: Event Highlights - The event featured over 20 booths, creating a service and exhibition area that offered financial consulting, logistics promotion, and anti-fraud education, showcasing high-quality products from the apparel, leather, and beauty sectors [3]. - The initiative also includes a focus on integrating commerce and industry, particularly through the "Beauty Town" in the Yuexiu District, establishing a three-in-one service system of policy alignment, financial services, and business circle empowerment [3]. Group 4: Future Plans - Guangzhou's market regulatory authority plans to continue regular engagement activities through the service platform to optimize the foreign trade ecosystem and enhance the international influence of Guangzhou's commerce [4].

根据《化妆品监督管理条例》，今年1月1日起，育发、脱毛、美乳、健美、除臭5类原特殊用途化妆品 的5年过渡期结束，持有原批件的化妆品禁止生产、进口、销售。 该规定施行已近1个月 近日 《中国消费者报》记者调查发现 被禁售的美乳类化妆品 仍有不少商家在售卖 记者调查多款 "丰胸神器" 批准文号均已过期 1月23日，记者在电商平台搜索发现，多款标注"国妆特字"的美乳类化妆品仍在正常销售。商家普遍 以"药监局认证""特证保障"为卖点，并且明确表示可正常发货。 在"国信大药房旗舰店"中，一款"可玫尔野葛根美乳霜"正以券后25.11元的价格促销，产品详情页突出展 示着批准文号"国妆特字G20160784"的截图，并标注"药监局认证值得信赖"。该店铺信息显示，店铺经 营者为徐州国信医药连锁有限公司，具备药品经营许可证、医疗器械经营许可证、第二类医疗器械经营 备案凭证等。 "可玫尔野葛根美乳霜"产品详情页多处强调"国妆特字" 在株洲容乐商贸有限公司经营的网店"sevengreen七绿旗舰店"中，一款宣称"胸部越平效果越好"的丰胸 美乳霜标示的销量可观。商品基本参数明确标注其化妆品备案编号/注册证号为"国妆特字G2020058 ...

证券日报网讯1月27日，嘉亨家化（300955）在互动平台回答投资者提问时表示，本次控制权拟变更事 项是收购人基于对上市公司长期价值的认可，公司将继续坚持"化妆品及塑料包装容器的研发设计、成 品生产以及仓储物流的一站式服务"为核心发展战略，努力提高上市公司的盈利能力。 ...

【文/王力 编辑/周远方】 在效率至上、利润优先的商业世界里，一个根本性问题常被搁置：基于严谨科学、能真实改善生活的产品，其价值是否必然与高昂价格绑定？2026年初，于 河北金山岭长城脚下，上海家化旗下医学护肤品牌玉泽，用其23年的历程给出了坚定而温暖的答案。 这一答案的源头，需回溯至23年前。上海家化与瑞金医院皮肤科开启了一项看似"反效率"的合作。历经六年研发与上千例临床验证后，在定价的关键时刻， 上海交通大学医学院附属瑞金医院终身教授、玉泽首席科学家郑捷基于临床中对皮肤患者真实处境的深刻理解，坚决主张：医学护肤应服务于真正的皮肤健 康需求，是"雪中送炭"，而非"锦上添花"。也正是这一坚定选择，为品牌奠定了坚实的价值根基——产品的意义，不止于功效，更在于被真正需要的人所信 赖与使用。 而今最初的承诺已生长为坚实的体系。通过设立专项慈善基金形成"公益+科研"闭环，累计完成超5000例临床研究，并与全国40余家顶尖医院持续合作，玉 泽构筑起一道独特的"医研长城"。从最新推出的特润霜，到同步发布的《国民皮肤屏障健康绿宝书》，玉泽始终在践行同一个使命：让基于实证的医学护 肤，真正从实验室走向千家万户百姓，守护千万人 ...

近日，贝泰妮（300957）集团全球化战略迎来关键进展，旗下核心品牌薇诺娜(WINONA)正式进入中东市场，首个线下专柜在核心商圈Doha Mall隆重开 业，并在多哈地标性建筑费尔蒙酒店举行了盛大的开幕仪式。此举标志着薇诺娜成为首个在卡塔尔完成注册的中国功效性护肤品牌，迈出了品牌全球化布局 的重要一步。 此次成功登陆，源于贝泰妮集团以自主科研驱动的系统性合规能力。凭借其基于云南特色植物资源的研发体系及经过大量临床验证的产品配方，薇诺娜及集 团旗下泊美(PURE&MILD)品牌的相关产品已成功完成在卡塔尔的系统性准入与布局。这不仅是一次产品出海，更是一套融合东方植物科技与现代皮肤医学 的"中国解决方案"的价值输出。 开业仪式汇集了当地医疗健康、渠道零售与商业领域的多方重要嘉宾。卡塔尔最大医疗连锁药房集团Wellcare Group首席执行官阿玛尔.布拉西先生(Mr.Amar Bourasi)，卡塔尔红新月会医疗总监哈桑.阿里.卡塞姆先生(Mr.Hasan Ali Kasem)，以及SAC Healthcare资深皮肤科专家艾哈迈德.阿尔霍萨比医生(Dr.Ahmad AlKhosabi)等多位专家莅临现场，当地 ...

过去几年，中国化妆品行业杀红了眼，人人都在打逆风局时，韩束却贡献了一场堪称经典的翻身仗。 淘宝称王的时代里，韩束也曾坐过冷板凳。它冠名过《非诚勿扰》，请吴亦凡鹿晗做过代言，但由于把 资源主要投进了线下，在天猫上连前20名都挤不进。 转折出现在2022年前后，曾经的微商王者突然变了画风，GMV一脚迈进60亿俱乐部，成为冉冉升起 的"国货之光"，母公司上美集团的股价也开始抬头，2025年11月较最低点翻了5倍。 咸鱼翻身的功臣只有两个字： 抖音 。 2023年，韩束和抖音主播合作的短剧爆红，8月起韩束冲上抖音美妆榜首，开启长达14个月的霸榜。 2025年，韩束抖音GMV的保持双位数增长。青眼数据显示，2025年化妆品线上交易额排行榜中韩束 位居第二，仅次于欧莱雅[1]。 | 排名 | 品牌 | 排名 | 品牌 | | --- | --- | --- | --- | | 1 | 欧莱雅 | 11 | OLAY | | 2 | 韩東 | 12 | 自然堂 | | 3 | 珀菜雅 | 13 | 谷園 | | 4 | 兰蔻 | 14 | 后 | | 5 | 雅诗兰黛 | 1 ટ | 薇诺娜 | | 6 | 海蓝之谜 | ...

中新网北京1月27日电(记者 查志远 实习生 刘曦)据人民网江苏频道、新京报等媒体报道，婴童护理品牌 品牌戴可思在其儿童唇膏宣传中使用"食品级"表述，涉嫌违反《儿童化妆品监督管理规定》，被当地监 管部门立案调查。随后，企业对外致歉，并撤回了相关宣传内容。 这并非该品牌首次因宣传问题被处罚。此前，戴可思旗下多款产品就曾因虚假宣传"孕妇可用""根源修 护"等内容，被监管部门认定为违反《中华人民共和国广告法》并处罚。 放眼行业，部分儿童化妆品也曾因夸大安全属性、滥用专业概念，被点名整改。概念"踩线"，并不是第 一次出现。 2022年，国家药监局发布公告，对"小金盾"标志作出提示："'小金盾'不是产品质量认证标志。化妆品包 装上标注'小金盾'，仅说明这个产品属于儿童化妆品，并不代表该产品已经获得监管部门审批或者质量 安全得到认证。" 从搜索页面到商品详情，从不同产品到不同平台，反复踩线更像是一种对合规边界的试探。 营销可以创新，但边界必须清晰。企业有权强调产品优势，却不能建立在概念混淆之上。合规不应停留 在事后撤回和致歉，更应体现在事前审核与严格遵守法律法规之中。 儿童用品不是营销概念的试验田。"食品级"不是卖点，更 ...

Investment Rating - The report maintains an "Overweight" rating for the cosmetics industry [7]. Core Insights - The U.S. beauty market is experiencing a notable divide, with consumers becoming more selective in their purchases, leading to a stronger performance in the high-end segment compared to mass-market products [1]. - Estee Lauder's "Beauty Reimagined" strategy is showing early signs of success, with market share recovery in the U.S. and significant growth in China after a period of decline [2]. - ULTA Beauty reported strong same-store sales growth, leading to an upward revision of its revenue guidance for FY25 [3]. - Smaller players in the beauty and medical aesthetics sectors are facing challenges, with many reporting declining revenues [4]. - K-beauty brands are performing exceptionally well in the U.S., with significant export growth and market share gains [5]. Summary by Sections U.S. Beauty Market Overview - The U.S. high-end and mass beauty markets grew by 4% and 5% year-over-year respectively in Q1-Q3 2025, with mass fragrances showing the strongest growth [1]. - Consumers are cutting back on non-essential spending, impacting overall market performance, but brands like ELF and Coty are still facing challenges [1]. Estee Lauder's Strategy - The new CEO's "Beauty Reimagined" strategy is effectively attracting new consumers and has led to a recovery in market share in the U.S. and China [2]. - The company's stock has rebounded approximately 130% since April 2025, although it remains below its peak market value of $133.9 billion from December 2021 [2]. ULTA Beauty Performance - ULTA reported a 6.3% year-over-year increase in same-store sales for Q3, exceeding Bloomberg consensus estimates [3]. - The company has raised its FY25 revenue guidance to $12.3 billion, with same-store sales growth projected between 4.4% and 4.7% [3]. Challenges for Smaller Players - Smaller beauty and medical aesthetics companies are struggling, with ELF reporting a -3% organic revenue growth in FY26Q2, and Coty experiencing five consecutive quarters of revenue decline in the Americas [4]. - Medical aesthetics companies like InMode are facing significant revenue drops, with a 28% year-over-year decline reported for Q3 2025 [4]. K-beauty Market Performance - South Korea's beauty exports to the U.S. reached $1.75 billion in 2025, marking a 13% year-over-year increase, making the U.S. the largest export market for Korean beauty products [5]. - New entrants like APR are gaining market share rapidly, with significant sales growth in the U.S. [5].