8月5日，位于厦门集美的莱恩迪贸易有限公司生产车间内，自动灌装流水线正高速运转，一套套便携装 沐浴洗护套装经无菌封装、质检合格后整齐码放。这批产品即将通过海运发往英国、荷兰、丹麦等欧洲 国家。 据厦门海关统计，今年上半年，福建省洁肤产品出口2.53亿元，同比增长18.38%，出口值居全国第二。 民营企业出口值领先，上半年共出口2.44亿元，同比增长19.69%，占同期福建省洁肤产品出口总值的 96.44%。 从出口国别来看，福建省洁肤产品出口欧洲、北美洲分别为1.16亿元、1.10亿元，同比分别增长 54.30%、0.56%；出口拉美新兴市场539万元，同比增长52.52%。 "今年上半年，我们公司出口订单达842.25万美元，比去年同期增长2.87%。其中对欧洲出口沐浴洗护套 装货值达566.37万美元，同比增长44.37%。"莱恩迪贸易有限公司外贸经理池赋珍介绍，这家福建省洗 护用品龙头生产企业，年设计生产能力1亿美元，产品畅销50多个国家和地区。(记者吴锡远通讯员曾 龙) ...

倍加洁8月6日公告，公司股票价格连续三个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交 易异常波动情形。经核实，公司生产经营情况正常，内外部经营环境未发生重大变化，不存在应披露而 未披露的重大事项。公司存在控股股东、实际控制人的一致行动人减持股份计划，减持计划尚未执行完 毕。公司市盈率高于行业平均水平，股价短期波动较大，提醒投资者注意投资风险。 ...

公司4日晚间发布风险提示称，公司股价短期波动幅度较大，提醒广大投资者充分了解二级市场交易风 险，理性投资、注意投资风险。 公司目前生产经营情况正常，内外部经营环境未发生重大变化，内部生产经营秩序正常，不存在影响公 司股票交易价格异常波动的重大事宜，不存在应披露而未披露的重大信息。2025年第一季度，公司实现 归属于母公司所有者的净利润1241.05万元，较上年同期下降34.48%。 倍加洁（603059）6日再度涨停，截至发稿，该股报44.97元/股，逼近历史高点。近日该股已连续5个交 易日涨停。 另外，公司存在控股股东、实际控制人的一致行动人减持股份计划。7月23日—7月28日，公司控股股 东、实际控制人的一致行动人南京小倍一号企业管理咨询合伙企业(有限合伙)通过大宗交易方式减持公 司股份102.5万股；公司控股股东、实际控制人的一致行动人南京小倍二号企业管理咨询合伙企业(有限 合伙)通过大宗交易方式减持公司股份57.5万股。减持计划尚未执行完毕。 ...

Financial Data and Key Metrics Changes - In Q2 2025, the company achieved growth in net sales, organic sales, and earnings per share despite facing significant raw material pressure and negative foreign exchange [5][6] - Organic sales growth accelerated by 60 basis points to 2.4% in Q2, driven by improvements in North America and AfricaEurasia [5][6] - Gross margin was down year over year due to greater than anticipated raw material inflation and tariffs, with guidance for gross margin remaining roughly flat for 2025 [41][42] Business Line Data and Key Metrics Changes - The company launched significant innovations across categories and closed the acquisition of Prime one hundred, a leading fresh pet food brand in Australia [5][6] - Hill's brand saw mid-single-digit organic growth across almost every hub, with a balanced contribution from volume and price [48][49] - The total relaunch of core brands was strong in Latin America, with good incremental share and growth [26][29] Market Data and Key Metrics Changes - North America showed improvement in volume, although the overall consumer sentiment remains cautious [20][21] - Latin America experienced a slight deceleration in categories, particularly in Brazil, while Mexico showed some improvement [28][29] - The Asia market faced softness, particularly in urban markets in India and challenges in the Holly and Hazel business in China [81][84] Company Strategy and Development Direction - The company remains committed to its long-term growth strategy, focusing on household penetration and brand health as key drivers of organic sales growth [9][10] - A productivity initiative was announced, aiming for $200 to $300 million in charges over three years, focusing on optimizing the supply chain and enhancing innovation capabilities [18][92] - The company is prioritizing innovation, particularly in premium products, and leveraging AI for revenue growth management [8][10] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the second half of 2025, expecting modest improvements in category growth and maintaining a strong innovation pipeline [90][91] - The company acknowledged the challenges posed by high raw material costs and tariffs but remains focused on driving value through innovation and pricing strategies [41][62] - Management highlighted the importance of balancing top-line growth with margin restoration, particularly in North America [106] Other Important Information - The company is actively leveraging price pack architecture to appeal to consumers seeking value, with a focus on both premium and entry-level products [7][100] - The company has stopped producing private label products as of July, which will impact the P&L in the second half of the year [52][78] Q&A Session Summary Question: Details on the restructuring program and U.S. category growth - Management discussed the productivity initiatives aimed at accelerating growth and optimizing resources, while acknowledging a cautious consumer environment in North America [14][20] Question: Assessment of the total relaunch and Latin America performance - The total relaunch has been strong in Latin America, with good growth and share gains, although some caution remains in Brazil [26][28] Question: Gross margin outlook and raw material cost drivers - Gross margin was impacted by raw material inflation, particularly in palm oil and fats, with guidance remaining flat for 2025 [41][42] Question: Performance of Hill's brand and private label impact - Hill's brand showed strong growth, particularly in therapeutic products, while the exit from private label production will affect future comparisons [49][78] Question: Sales run rate expectations and restructuring details - Management expects a modest improvement in sales run rate in the second half, driven by advertising and innovation, with restructuring focusing on optimizing resources [90][92] Question: Innovation strategy within the 2030 plan - The company plans to enhance innovation capabilities, focusing on breakthrough products and improving agility in bringing new products to market [65][68] Question: Category trends and market outlook - Management anticipates a modest improvement in category growth across markets, with some categories expected to recover more slowly than others [110]

每经AI快讯，有投资者在投资者互动平台提问：三胎的放开，对于贵公司生产的尿不湿有没有业绩振 兴？ 百亚股份（003006.SZ）8月1日在投资者互动平台表示，公司主营产品包括卫生巾、婴儿纸尿裤、成人 失禁用品等，其中婴儿纸尿裤在公司整体营收占比相对较小。 （文章来源：每日经济新闻） ...

风险提示：以上信息仅供参考，不构成投资建议。 截至今日开盘，倍加洁涨停价33.78元，封单金额达5.06亿元，成交额1800万元。7月28日该股曾出现5笔 机构大宗交易，合计成交86.8万股，金额2175.21万元，成交价25.06元较当日收盘价折价11.1%。7月31 日数据显示，该股单笔成交量环比增幅达796%，位列两市第一。 ...

Group 1 - The core viewpoint of the article highlights Unilever's strong second-quarter sales growth driven by robust demand in North America and Europe, exceeding market expectations while maintaining its full-year sales forecast [1] - For the three months ending June 30, Unilever reported a 3.8% growth in underlying sales, surpassing analysts' expectations of 3.6% [1] - The company achieved an underlying operating profit of €5.8 billion for the first half of the year, slightly above the market expectation of €5.7 billion [1] Group 2 - Unilever has undertaken several organizational and operational changes over the past year to address poor performance and improve profit margins, including plans to spin off its ice cream business, which includes Ben & Jerry's and Magnum, layoffs, and the dismissal of former CEO Hein Schumacher in February [1] - The ice cream business, named The Magnum Ice Cream Company, is set to be spun off in mid-November [1] - CEO Fernando Fernandez stated that the company's priorities moving forward are clear: focusing more on beauty, health, and personal care; disproportionate investments in the U.S. and India; and increased attention to premium segments and digital commerce [1] Group 3 - Despite maintaining its sales forecast for 2025 and emphasizing growth areas, Unilever's free cash flow decreased by 50% from €2.2 billion in the same period last year to €1.1 billion in the first half of this year, raising concerns about financial pressures related to supply chain changes, tariff uncertainties, and costs associated with the ice cream business spin-off [1] - The company anticipates growth in the second half of the year, with resilient markets in North America and Europe, and improvements expected in India, China, and Indonesia [2] - Unilever previously indicated that the impact of U.S. tariffs is expected to be limited and manageable [2]

Financial Data and Key Metrics Changes - Underlying sales growth for the first half of 2025 was 3.4%, with volumes contributing 1.5% and price growth at 1.9% [6][30] - Turnover for the first half was €30.1 billion, down 3.2% year on year, primarily due to a negative currency impact of 4% [30][36] - Underlying operating profit was €5.8 billion, a decline of 4.8% versus the prior year, and underlying earnings per share was €1.59, down 2.1% [34][36] Business Line Data and Key Metrics Changes - Beauty and Well-being achieved underlying sales growth of 3.7%, driven by 1.7% volume and 2% price [14] - Personal Care delivered 4.8% underlying sales growth, with 1.4% from volume and 3.3% from price [17] - Homecare underlying sales grew 1.3%, with 1.1% from volume and 0.2% from price [21] - Foods delivered competitive sales growth of 2.2%, with 0.3% from volume and 1.9% from price [23] - Ice cream underlying sales grew 5.9%, driven by a 3.8% increase in volume and 2% price growth [24] Market Data and Key Metrics Changes - Developed markets represented 44% of group turnover, with first half underlying sales growth of 4.3% [8] - North America saw underlying sales growth of 5.4%, with volumes up 3.7% [4] - Asia Pacific Africa, representing 43% of group turnover, delivered underlying sales growth of 3.5% [11] - Latin America grew only 0.5%, with a 4.6% decline in volume due to challenging macroeconomic conditions [12] Company Strategy and Development Direction - The company is focused on a transformation towards beauty and well-being, with significant investments in premium brands and innovation [48][54] - The demerger of the ice cream business is set for mid-November, with the intention to retain a stake of just below 20% in the new entity [26][27] - The company aims for multiyear volume growth of at least 2% and consistent gross margin expansion, targeting mid-single digit underlying sales growth [45][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving a second half underlying sales growth of 3% to 5%, supported by strong performance in developed markets and improving trends in emerging markets [41][44] - The company anticipates an improvement in underlying operating margin for the full year, with second half margins expected to be at least 18.5% [41][54] - Management acknowledged challenges in Latin America and China but expects improvements in the second half due to operational interventions [44][92] Other Important Information - The company completed a share buyback program of €1.5 billion, contributing 1.5% to earnings in the first half [36][39] - Free cash flow for 2025 was €1.1 billion, down from €2.2 billion in the prior year due to lower operating profit and ice cream separation costs [36][37] Q&A Session Summary Question: Expectations for ex-ice cream performance and volume acceleration - Management expects to achieve volume growth of about 2% for the remaining company in the second half, supported by improved market conditions and strong brand investments [61][63] Question: Insights on M&A strategy and recent acquisitions - The company remains committed to bolt-on M&A, focusing on acquiring brands with strong digital presence and functionality, such as Doctor Squatch and Wilde [70][72] Question: Outlook for Latin America and performance in key markets - Management noted a weak quarter in Latin America due to economic pressures but expects improvements with strategic pricing adjustments and innovation [76][80] Question: Recovery expectations in Asia, particularly India and Indonesia - Management is optimistic about growth in India, expecting continued volume increases, while Indonesia is showing signs of recovery with improved fundamentals [88][90]

Group 1 - The latest stock price of Shanghai Jahwa is 22.33 yuan, up 0.40% from the previous trading day, with a trading volume of 272 million yuan [1] - Shanghai Jahwa is a leading personal care products company in China, with main business areas including skincare, personal care, and maternal and infant products [1] - The company owns several well-known brands, including Bai Cao Ji, Yu Ze, Liu Shen, and Mei Jia Jing [1] Group 2 - The Yu Ze brand recently launched a new large molecule sunscreen, developed with a safe formula free of alcohol and fragrance, targeting sensitive skin care needs [1] - According to industry data, the domestic sunscreen cosmetics market is expected to reach 17.9 billion yuan by 2025 [1] - On July 30, the net outflow of main funds for Shanghai Jahwa was 4.7048 million yuan, accounting for 0.03% of the circulating market value [1]

机构简介： 上海牧鑫资产管理有限公司成立于2014年，注册资本1000万，已取得基金业协会私募投资基金管理人资 格（登记编号：P1026632）；作为创新型资产管理公司，牧鑫资产主要专注于量化投资策略的研发、 测试、运行和管理，同时覆盖固定收益投资、另类投资及投顾服务的综合性资产管理。牧鑫资产致力于 为客户创造持续稳定的绝对收益，为国内外金融机构、企业、基金和高净值群体提供全方位的财富管 理。牧鑫资产目前产品主要专注于量化投资，坚持数量化、模型化、程序化的投资原则，以金融数学、 计量经济学、金融工程学等专业方法，研发并运行稳健的投资策略，严把风控，旨在为客户创造持续稳 定的绝对收益。除此之外，牧鑫资产还为中小金融机构提供投资顾问服务，为中小金融机构量身打造符 合自身特点的投资计划，管理其流动性，并在风险可控的情况下，实现收益最大化。牧鑫资产核心团队 成员拥有多年海内外投资研究和管理经验，教育背景囊括了数量金融工程、计算机科学、系统工程等专 业。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及7月29日披露的机构调研 ...