每经记者｜宋美璐 每经编辑｜何小桃 文多 1月6日晚间，毛戈平化妆品股份有限公司（HK01318，以下简称毛戈平公司）发布减持公告。公司控股股东及执行董事毛戈平、汪立群（毛戈平配偶）、 执行董事毛霓萍（毛戈平姐姐）、毛慧萍（毛戈平姐姐）、汪立华（汪立群弟弟）及宋虹佺基于自身财务需求，拟在减持预披露公告发布之日起6个月 内，主要通过大宗交易方式合计减持其所持有的公司H股股份数量不超过1720万股，即不超过公司已发行股份总数的3.51%。公告称，股东系因自身财务 需求拟减持其所持有的部分股份，减持所得款用途包括但限于美妆相关产业链的投资、改善个人生活等。 毛戈平，视频截图 2026年1月7日，毛戈平公司的股票以81.75港元/股开盘，盘中涨超5%。即便按照80港元/股计算，1720万股也价值13.76亿港元，折合人民币超12亿元。 （免责声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） 记者|宋美璐 编辑|何小桃 文多 杜波 校对|段炼 ｜每日经济新闻 nbdnews 原创文章｜ 未经许可禁止转载、摘编、复制及镜像等使用 2024年底，毛戈平以29.80港元/股的发行价登陆港交所，香港公 ...

Core Viewpoint - The Yangzhou Market Supervision Administration has launched a "Compliance Navigation System" to help businesses proactively understand market risks and comply with regulations, moving from reactive to proactive compliance strategies [1][2]. Group 1: Compliance Navigation System - The system includes tailored compliance guidance handbooks for 12 industries, such as food, pharmaceuticals, and medical devices, aimed at providing clear and practical legal tools for businesses [1][2]. - The initiative emphasizes a shift from "passive response" to "active prevention" in compliance, with a focus on service throughout the regulatory process [2]. Group 2: Industry-Specific Guidance - The compliance handbooks are designed to be user-friendly, featuring typical cases, flowcharts, and practical advice, compiled by law enforcement professionals and industry experts [2]. - The first batch of handbooks addresses high-frequency risk points and compliance essentials across various sectors, including food production, retail, and healthcare [2]. Group 3: Future Developments - The Yangzhou Market Supervision Administration plans to optimize the navigation system further and will develop additional guidance for around 10 more industries, including emerging sectors like homestays and online streaming [3]. - The goal is to make the compliance guidance a reliable "toolbook" for businesses and to position the market supervision department as a trustworthy partner in their development [3].

每经1月7日北京电1月6日晚间，毛戈平化妆品股份有限公司（HK01318，以下简称毛戈平公司）发布减 持公告。公司控股股东及执行董事毛戈平、汪立群（毛戈平配偶）、执行董事毛霓萍（毛戈平姐姐）、 毛慧萍（毛戈平姐姐）、汪立华（汪立群弟弟）及宋虹佺基于自身财务需求，拟在减持预披露公告发布 之日起6个月内，主要通过大宗交易方式合计减持其所持有的公司H股股份数量不超过1720万股，即不 超过公司已发行股份总数的3.51%。公告称，股东系因自身财务需求拟减持其所持有的部分股份，减持 所得款用途包括但限于美妆相关产业链的投资、改善个人生活等。 毛戈平公司于2024年12月10日在港交所上市。2026年1月7日，毛戈平公司的股票以81.75港元/股开盘， 盘中涨超5%。即便按照80港元/股计算，1720万股也价值13.76亿港元，折合人民币超12亿元。 （文章来源：每日经济新闻） ...

Group 1: Industry Overview - The light industry and beauty sector is expected to stabilize and improve due to the dual drivers of domestic demand policies and steady export growth [3] - The "14th Five-Year Plan" marks a year of enhanced domestic demand policies, coupled with consumers' increasing pursuit of high-quality living, creating significant growth opportunities for the industry [3] - The penetration rate of cross-border e-commerce has ample room for improvement, and the recovery of international relations and demand from emerging markets will further drive market expansion [3] Group 2: Beauty Sector - The cosmetics market is projected to grow steadily, with the skincare segment being the largest, reaching a market size of 4,619 billion yuan in 2024, and expected to grow at a CAGR of 8.6% from 2024 to 2029 [19] - The high-end cosmetics market is rapidly expanding, with the market size for high-end skincare products increasing from 749 billion yuan in 2019 to 1,144 billion yuan in 2024, reflecting a CAGR of 8.84% [19] - Key companies in the beauty sector include: - **Mao Geping**: Revenue reached 25.88 billion yuan in H1 2025, with a growth rate of 31.28% [23] - **Lin Qingxuan**: Revenue grew to 10.52 billion yuan in H1 2025, marking a 98.28% increase [27] - **Marubi**: Revenue is expected to reach 29.70 billion yuan in 2024, recovering from previous declines [32] Group 3: Medical Aesthetics - The medical aesthetics sector is facing short-term pressure due to cautious consumer spending, but the long-term growth potential remains strong, with a projected CAGR of 10%-15% from 2024 to 2027 [36] - The market penetration rate for medical aesthetics in China is currently at 4-5%, indicating a growth potential of 2-5 times compared to countries like the US and South Korea [36] - Key companies in the medical aesthetics sector include: - **Jinbo Biological**: Achieved revenue of 12.96 billion yuan in Q1-Q3 2025, with a year-on-year growth of 31.10% [45] Group 4: Daily Chemicals - The daily chemical industry is benefiting from domestic demand policies, with local brands poised to capture market share [49] - Companies such as **Dengkang Oral Care** and **Runben** are highlighted for their strong market positions and growth potential [51][55] - **Shanghai Jahwa** has shown significant growth, with revenue reaching 49.61 billion yuan in Q1-Q3 2025, reflecting a 10.83% increase [59] Group 5: Home Furnishing - The home furnishing sector is under pressure due to weak real estate sales, with a 15% decline in residential investment in 2025 [65] - National subsidies for home appliances and furnishings have provided some support, but the long-term effects are limited [65] - Leading companies such as **Oppein Home** and **Kuka Home** are noted for their strong channel capabilities and multi-category layouts [65]

智通财经APP获悉，周二，三大指数收涨，道指、标普500指数双双创下新高，贵金属延续涨势。美国 白宫周二表示，美国总统特朗普及其团队正在探讨获取格陵兰岛的相关方案，并且利用美国军队来推进 这一目标"始终是一个可行的选择"。白宫还表示，特朗普希望在其任期内获取格陵兰岛。 【美股】截至收盘，道指涨484.9点，涨幅为0.99%，报49462.08点；纳指涨151.35点，涨幅为0.65%，报 23547.17点；标普500指数涨42.77点，涨幅为0.62%，报6944.82点。特斯拉(TSLA.US)跌4.1%，拼多多 (PDD.US)涨近3%，高通(QCOM.US)涨超3%。纳斯达克中国金龙指数收跌0.78%，禾赛(HSAI.US)涨超 10%，阿里巴巴(BABA.US)跌超3%。 【欧股】德国DAX30指数涨30.43点，涨幅0.12%，报24886.75点；英国富时100指数涨116.93点，涨幅 1.17%，报10121.50点；法国CAC40指数涨25.93点，涨幅0.32%，报8237.43点；欧洲斯托克50指数涨 10.16点，涨幅0.17%，报5933.85点；西班牙IBEX35指数涨29.15 ...

内地化妆品公司毛戈平(01318.HK)发布公告，近日收到执行董事毛戈平、执行董事汪立群(毛戈平配偶)、执行董事毛霓萍(毛戈平的姐姐)、毛慧萍(毛戈平 的姐姐)、汪立华(毛戈平配偶的弟弟)、宋虹佺减持计划告知函，上述股东拟在未来6个月内主要通过大宗交易方式合计减持最多1720万H股，占总股本约 3.51%，以周二(1月6日)收市价82港元计，价值14.10亿港元。 | ■ＫＳＯ２.０Ｕ -0.75 -0.91% [2座所情 | | | 9284 球友关注 已收盘 01-06 16:08:15 北京时间 | | --- | --- | --- | --- | | 最高:83.75 | 今开:82.75 | 成交量: 235.67万股 | 换手:0.90% | | 最低: 81.10 | 昨收:82.75 | 成交额:1.93亿 | 振幅: 3.20% | | 52周最高: 130.60 | 量比:1.66 | 市盈率(动):27.39 | 市盈率(TTM): 35.21 | | 52周最低: 55.27 | 委比:55.56% | 市盈率(静):42.92 | 市净率:8.87 | | 每股收益:2.33 | ...

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Group 1 - The cosmetics sector experienced a rise of 0.46% on January 6, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Lafang Jiahua's closing price was 20.34, reflecting a 1.90% increase, with a trading volume of 52,800 shares and a transaction value of 108 million yuan [1] Group 2 - The cosmetics sector saw a net outflow of 81.97 million yuan from institutional investors, while retail investors had a net inflow of 67.35 million yuan [2] - The trading data indicates that major stocks like Shanghai Jahwa and Lafang Jiahua had mixed net inflows and outflows from different investor types [3] - Shanghai Jahwa had a net inflow of 9.64 million yuan from institutional investors, while it faced outflows from retail investors [3]

Core Viewpoint - Filorga will officially cease operations on January 31, 2026, due to a strategic adjustment in its business model [1] Group 1: Company Background - Filorga, a French skincare brand founded by Dr. Michel Tordjman in 1978, specializes in professional skincare and was acquired by Colgate in 2019 [5] - The brand entered the Chinese market in 2015 and experienced rapid expansion, with notable endorsements from celebrities such as Wang Junkai and Wen Junhui [5] Group 2: Performance Metrics - After entering China, Filorga's performance grew approximately 26 times over three years, with a 148% year-on-year sales increase in 2018, ranking first in the Tmall sales chart for topical masks during the Double Eleven shopping festival [7] - In 2019, Filorga continued its strong performance, with a 106% year-on-year sales growth in the first quarter across all channels [7] Group 3: Market Analysis - Industry experts suggest that successful high-end brands in China focus on three key strategies: treating China as a core strategic market, actively adjusting brand messaging to align with content platform dynamics, and building independent operational capabilities in new channels rather than relying solely on platform traffic [14] - The shift in the Chinese beauty market from incremental expansion to structural competition indicates that the success of high-end brands is increasingly dependent on their ability to invest long-term, adapt continuously, and localize operations deeply [14]

Core Viewpoint - Filorga, a French skincare brand, will officially cease operations on its Tmall flagship store by January 31, 2026, due to a strategic business adjustment [2]. Group 1: Company Background - Filorga was founded in 1978 by Dr. Michel Tordjman and is positioned as a professional skincare brand [6]. - The skincare business was acquired by Colgate in 2019 and is now operated as a cosmetics company under Colgate [6]. - Filorga entered the Chinese market in 2015 and experienced rapid expansion, with notable celebrity endorsements [6]. Group 2: Performance and Market Presence - After entering China, Filorga's performance grew approximately 26 times over three years, with a 148% year-on-year sales increase in 2018 [8]. - During the same year, Filorga ranked first in sales among Tmall's flagship stores for topical masks during the Double Eleven shopping festival [8]. - In 2019, the brand continued its strong performance, with a 106% year-on-year sales growth in the first quarter across all channels [8]. - Filorga previously operated over 10 physical counters in China, all of which have now been closed [8]. Group 3: Industry Insights - Industry experts suggest that successful high-end brands in China focus on three key strategies: treating China as a core strategic market, actively adjusting brand messaging to align with content platform dynamics, and building independent operational capabilities rather than relying solely on platform traffic [13]. - The shift in the Chinese beauty market from incremental expansion to structural competition means that the fate of high-end brands is increasingly determined by their ability to invest long-term, adapt continuously, and operate locally [13].