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走进百亿珀莱雅 看国货美妆“闯世界”背后的科研之力
新华网财经· 2025-04-28 10:47
连续两年蝉联国货美妆行业营收榜首,主导或参与制定国家标准19项,累计获得229项国家专利(2024 年财报报告期内)……珀莱雅化妆品股份有限公司自2003年成立以来,历经自主研发、A股上市、多品 牌矩阵构建等阶段,成长为中国美妆行业首家营收破百亿的企业。 如今,以科技创新为核心驱动力,珀莱雅正朝着"未来十年跻身全球化妆品行业前十"的目标迈进,不断 为科技强国建设贡献民企力量。从珀莱雅的发展历程,我们得以窥见民族品牌参与全球美妆产业竞争的 突围之路。 下好"硬功夫":三大研发中心构建国际化研发格局 穿过杭州西郊龙坞茶镇的葱郁茶田,珀莱雅杭州龙坞研发中心的新中式建筑跃入眼帘。走进实验区,科 研人员正专注操作着精密仪器,对产品安全性进行检测。 "产品生产出来仅仅是起点,在顺利的情况下,产品从生产完成到消费者手中,需要经历成分分析、重 金属含量检测、微生物检测等十几道严苛的质检程序。"珀莱雅研发人员指着闪烁的仪器屏幕介绍道, 眼前这台价值百万的仪器精度可达到十的负九次方,其精准度相当于在堆满10亿个球的体育场里,准确 找到其中一个。 珀莱雅杭州龙坞研发中心研发人员正对产品进行检测。新华网发 珀莱雅化妆品股份有限公司供 ...
龙虎榜复盘 | 机构大买绩优股,机器人继续活跃
Xuan Gu Bao· 2025-04-28 10:44
Group 1: Stock Market Activity - Today, 30 stocks were listed on the institutional leaderboard, with 10 stocks seeing net purchases and 20 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Proya (3.06 billion), Hongjing Optoelectronics (57.19 million), and Zhongxin Fluorine Materials (30.20 million) [1][2] Group 2: Company Performance - Proya, a local mass-market beauty brand, reported a year-on-year net profit growth of 28.87% in its quarterly report [4] - Hongjing Optoelectronics saw a significant increase in its stock price, rising by 20% [2] - Zhongxin Fluorine Materials experienced a stock price increase of 5.24% [2] Group 3: Industry Insights - The electricity sector is undergoing reforms, with companies like Mindong Electric focusing on clean energy and renewable resources [5] - Huadian Liaoning Energy, a key power and heat supplier in Liaoning Province, reported a year-on-year net profit growth of 17.27% [6] - The State Grid's focus on high-quality development and infrastructure improvements is expected to support economic growth [6][7] - The rise of virtual power plants is seen as a solution to balance supply and demand in the electricity market [7] Group 4: Robotics and Material Demand - Dongbei Group is currently developing humanoid robot joint motors, which are still in the testing phase [8] - Zhongxin Fluorine Materials has established an integrated PEEK core material industry layout, with market demand projected to grow significantly from 2,334 tons in 2022 to 5,079 tons by 2027, reflecting a CAGR of approximately 16.8% [8]
3月社零稳健复苏,关税倒逼电商平台调整运营模式
Minmetals Securities· 2025-04-28 02:47
Investment Rating - The investment rating for the leisure services sector is "Positive" [5] Core Insights - The consumer market is showing steady recovery, with March retail sales reaching 40,940.5 billion yuan, a year-on-year increase of 5.9% [11][12] - The rural consumption growth rate continues to outpace urban areas, driven by the rural revitalization strategy [14][24] - The service consumption and cultural tourism markets are driving steady growth, with a significant increase in travel during the Qingming holiday [26][29] - The new energy vehicle market is experiencing rapid growth, with a retail penetration rate of 51.1% in March, supported by government subsidies [31][32] - The online retail market is showing strong growth momentum, with total online retail sales reaching 1.3 trillion yuan in March, a year-on-year increase of 8.9% [34][35] Summary by Sections Social Retail - In March 2025, the total retail sales of consumer goods reached 40,940.5 billion yuan, with a cumulative increase of 4.6% year-on-year for the first three months [12][22] - Rural consumption in March was 5,345.1 billion yuan, growing 5.3% year-on-year, indicating stronger resilience compared to urban areas [14][24] - Essential goods such as grain and oil saw a significant increase of 13.8% in retail sales, while beverage sales increased by 4.4% [21][24] Travel and Services - The service consumption market continued its strong momentum, with a year-on-year increase of 4.9% in service retail sales compared to goods retail [26] - During the Qingming holiday, 126 million people traveled, spending 57.549 billion yuan, reflecting a year-on-year increase of 6.3% and 6.7% respectively [29][30] Low Carbon and New Energy - In Q1 2025, the cumulative retail sales of new energy passenger vehicles reached 2.414 million units, a year-on-year increase of 37% [31] - The penetration rate of new energy vehicles reached 51.1% in March, with government policies stimulating demand through subsidies [31][32] E-commerce - The total online retail sales in March reached 1.3 trillion yuan, with physical goods sales at 1.13 trillion yuan, marking a year-on-year increase of 6.9% [34] - The adjustment of operational models in response to high tariffs has led to a shift towards semi-managed logistics, reducing costs significantly [35]
丸美生物一季度营收同比增长28.01% “双美”战略布局未来可期
Zheng Quan Ri Bao Wang· 2025-04-28 01:49
4月22日丸美生物董事会主席兼CEO孙怀庆在第五届重组胶原蛋白科学论坛上提到,随着丸美生物主导 制定的《国家重组胶原蛋白行业标准》进入最后评审阶段,公司已经从最初的"吹哨人",变成了现在的 标准制定者和行业引领者。 弗若斯特沙利文数据显示,中国重组胶原蛋白产品市场规模预计将从2022年的185亿元增长至2027年的 1083亿元,年复合增长率为42.4%,重组胶原蛋白产品的市场渗透率也将大幅提升,到2027年将提高至 62.3%。 本报讯 (记者王镜茹) 4月26日广东丸美生物(603983)技术股份有限公司(以下简称"丸美生物")发布一季度业绩。一季度 公司实现总营业收入8.47亿元,同比增长28.01%;归母净利润1.35亿元,同比增长22.07%。 同日,丸美生物发布2024年年报。2024年公司营业收入29.70亿元,同比增长33.44%;归母净利润3.42 亿元,同比增长31.69%。其中,主品牌丸美实现营业收入20.55亿元,主营收入占比69.24%;PL恋火品 牌实现营业收入9.05亿元,主营收入占比30.51%;毛利率73.7%,同比上升3.01个百分点,主要系产品 结构及成本控制不断优化所致 ...
珀莱雅成中国首个营收百亿美妆企业 线上渠道营收占95%分红率超40%
Chang Jiang Shang Bao· 2025-04-28 00:42
Core Insights - Proya has become the first Chinese beauty brand to achieve over 10 billion RMB in revenue, with 2024 revenue reaching 10.778 billion RMB, a year-on-year increase of 21.04% [1][4][5] - The net profit for 2024 was 1.552 billion RMB, reflecting a 30% year-on-year growth [1][4] - Proya's main brand revenue reached 8.581 billion RMB, marking a 19.55% increase, making it the first domestic beauty brand to surpass 8.5 billion RMB [5][7] Revenue Breakdown - Proya's revenue from the "Cai Tang" brand reached 1.191 billion RMB in 2024, up 19.04%, contributing to the company's second growth curve [7] - Online sales accounted for 10.234 billion RMB, a 23.68% increase, representing 95.06% of total revenue, while offline sales decreased to 532 million RMB, down 13.63% [5][8] Financial Performance - The gross margin for Proya's main business increased to 71.41%, up 1.41 percentage points year-on-year, with online gross margin at 72.01% and offline at 59.89% [8] - Sales expense ratio rose to 47.88%, an increase of 3.27 percentage points, attributed to higher promotional expenses [8] R&D and Management Changes - R&D expenses for 2024 were 210 million RMB, a 21.21% increase, accounting for 1.95% of total revenue [9] - The company underwent a management change with Hou Yamen taking over as General Manager from co-founder Fang Yuyou, who remains as a consultant [10] Shareholder Returns - Proya plans to distribute a cash dividend of 11.90 RMB per 10 shares, totaling approximately 469 million RMB, which represents 40.07% of the net profit for the year [11][12]
智通决策参考︱科技和刺激内需或成为主要方向
Zhi Tong Cai Jing· 2025-04-28 00:05
Group 1 - The Hong Kong stock market rebounded last week amid the easing of tensions from the Trump tariff war, but market sentiment remains cautious due to numerous uncertainties [1] - Major tech companies in the US, including Apple, Microsoft, Amazon, and Meta, are set to release their earnings reports this week, with a focus on performance and supply chain conditions [2] - The upcoming May Day holiday may set the tone for market trends, with technology and domestic demand stimulation expected to be key focus areas [3] Group 2 - The Chinese government has approved nuclear power projects, including the Zhejiang Sanmen Phase III project, indicating ongoing investment in nuclear energy [4] - The surgical robot company MicroPort has seen significant growth potential, with domestic installations expected to accelerate due to regulatory changes and increased clinical recognition [5] - The collaboration between Honghu and MicroPort in overseas markets is anticipated to enhance growth, with a notable increase in their transaction limits for related business [6] Group 3 - The personal care sector is experiencing significant growth driven by product innovation and new distribution channels, with companies like Ruyuchen and Dengkang Oral achieving substantial revenue increases [7] - The beauty sector is also thriving, with companies like Jizi Biotechnology and Marumi Biotech reporting impressive revenue growth, indicating a shift in consumer preferences towards innovative products [7] - The medical aesthetics market is witnessing new opportunities with the approval of new products, suggesting a robust growth trajectory for companies in this space [7] Group 4 - The Hong Kong stock market is advised to focus on companies like Maogeping and Juzibio, which are positioned for growth in their respective sectors [8] - The Hang Seng Index is currently stable, with a significant number of open contracts indicating a cautious outlook amid external uncertainties [9] - Analysts remain optimistic about the relative performance of Hong Kong stocks, particularly in sectors sensitive to tariffs and those benefiting from domestic demand policies [12]
二姨看时尚 | 开云集团冻结招聘过冬;法拉利进军帆船领域;珀莱雅成首个营收百亿元本土美妆企业
Core Insights - The luxury and fashion industry is undergoing significant transformation driven by rational consumption trends and the need for industry transition, with key signals emerging in cross-industry innovation, strategic adjustments, sustainable transformation, and market dynamics [1] Cross-Industry Innovation - Ferrari has announced its entry into the sailing sector, led by sailor Giovanni Soldini, aiming to enhance its technical capabilities and innovate its racing and car designs [4] - Estée Lauder has appointed Brian Franz as its first Chief Technology, Data, and Analytics Officer to drive digital transformation and improve consumer experience [3] Strategic Adjustments - Kering Group is facing challenges, with Gucci's revenue down 25% year-on-year in Q1 2025, leading to cost-cutting measures and hiring freezes [7] - Adidas reported an 82% increase in operating profit to €610 million in Q1 2025, driven by the popularity of retro shoes, although it remains cautious about full-year forecasts [11][12] - Nike has restructured its strategic decision-making by appointing Jennifer Hartley as Chief Strategy Officer, consolidating strategic roles to enhance efficiency [8] - BasicNet has appointed the Boglione brothers as co-CEOs to accelerate digital and youth-oriented transformation in response to market changes [9] - Hermès is expanding its production capacity in France to meet growing demand for its luxury handbags, reinforcing its commitment to 100% French manufacturing [10] Sustainable Transformation - Anta has released its first independent ESG report, showcasing a commitment to sustainability with 34 carbon footprint products and a goal for sustainable products to exceed 30% by 2024 [4][5] Market Dynamics - Proya has become the first domestic beauty company in China to achieve over ¥10 billion in revenue, with a 21.04% increase in 2024 [13] - The global art market has seen a 12% decline in sales, with a significant drop in the Chinese market, although there is hope for recovery driven by the younger generation's interest in cultural consumption [14] - Breitling announced a price increase of 3%-4% in China, reflecting market changes and the brand's commitment to quality [15]
一片面膜40元,陕西女富豪年赚20亿
创业家· 2025-04-27 10:18
以下文章来源于财经天下WEEKLY ,作者财经天下 财经天下WEEKLY . 《财经天下》周刊官方账号,提供有品质的深度报道,讲述中国企业在时代浪潮中的精彩故事。 毛利率在80%以上,研发投入却较低。 作者:林木 编辑:吴跃 来源:财经天下WEEKLY 因为陷入"EGF(表皮生长因子)罗生门",可复美近期被推上风口浪尖。 不久前,有消费者反映可复美产品"违规添加EGF"。随后可复美母公司巨子生物予以否认, 称"旗下所有产品均未添加"。伴随着舆论发酵,社媒平台上,看客们吵得沸沸扬扬,力挺声、 质疑声四起,也让"可复美"这个名字被更多人知晓。 做过医美或者皮肤敏感的消费者,大多对"可复美"三个字不陌生。这个主打皮肤修复的品牌, 早年间主要深耕院线渠道,之后乘上直播电商风口,进入更多人视野,撬开更多钱包。过去6 年,其母公司巨子生物营收从9.57亿元涨至55.39亿元,翻了5倍多。 2024年,巨子生物一举超越珀莱雅,成为市值最高的国货美妆公司,此后一直保持至今。公 司创始人,现年59岁的陕西人范代娣,也因此登顶国货美妆首富。 爱美的女生,这些年托举过不少美妆公司。当下风头最盛的可复美和巨子生物,到底是何来 头?为 ...
面对老年人,更应该卖年轻化的商品 | “消费行业研究第一人”三浦展
创业家· 2025-04-27 10:18
未来10年,消费行业中哪一个赛道更具有发展潜力? 现代的消费者追求的不是"快感",而是"愉悦感"。第三消费社会之前的人类以"物"为焦点,而第四消费社会中人类以"人"为焦点。 对于人类来说,重要的不是消费了什么,而是和什么人一起做了什么。 虽然不知道哪个赛道比较好,但电商会进一步增加吧。婴儿潮世代会成为今后的老年人,需要面向这些人群,当然前提是,必须要尊重个人的 判断。 对于某一个品类会出现新商品,当前社会老龄化加剧,大家更加注重健康,对应的是市场的变化,更多的是在原有的基础上,基于个体情况的 多元化、个性化,改变了商品的使用方法。 比如,面向老年人不是说卖老年人的商品,而应该卖"年轻化"的商品。 如果没有多样化这个社会会饱和,而且如果不多样化,也不能制造出能够输出到海外的、有特色的产品。现在很遗憾地说,在全球人看来,特 别感受到中国魅力的产品还不多,所以我们可能更加需要好好地去思考什么是中国特色。 第三,随着生活越来越丰富、越来越好,大家会逐渐注重精神追求。 所谓精神上的追求更多是简约,刚才说到中国特色,是不是中国的特色和审美与简约是相悖的呢? 未来10年,人们已经不再是单纯购买物质的消费者,开始追求人与人之 ...
国内外知名品牌汇聚上海国际美妆节 “全球首秀”与“国潮新风”相映
Zhong Guo Xin Wen Wang· 2025-04-27 09:22
"2025首发上海暨上海国际美妆节"27日在上海静安区拉开帷幕。作为"五五购物节"的一个标杆活动,本 届上海国际美妆节以"首绽静安,美耀全球"为主题,打造"全球首秀"与"国潮新风"交相辉映的消费长 廊。 据了解,近年来,依托国际化、市场化、法治化的良好营商环境,静安区全力打造"全球化妆品总部集 聚中心",吸引了众多国内外知名美妆护肤企业集聚。一批科技美妆研发主体也纷纷落户静安,使得静 安区成为美妆产业的"创新实验室"。当前,静安区正在积极打造"美创静界",构建"研发-转化-市场"全 链路生态,进一步加速美妆行业成果转化,不断缩短美妆产品从研发到市场的距离,更好满足民众的品 质消费新需求。 在启动仪式上,静安区发布"文旅商体展融合联动"重大项目及工作措施,围绕"美美与共 GO购静安"消 费主题,推出"静安四季活动清单"及多重消费激励政策,打造静安"吃行游购娱"一站式消费长廊。 静安区方面当日表示,将积极实现以节聚商、以节兴市,进一步集聚化妆品要素资源、提升产业能级, 为化妆品企业落地静安区搭建资源对接平台,加快打造美妆潮流引领地、美妆品牌集聚地、美妆消费创 新地。同时,在全区范围内推动消费业态模式创新转型、深化 ...