－1－ | | | 截至 2025 年 6 月 30 日，公司在运营店铺 281 家，店铺数量 相比一季度末增加 16 家。当期主要新增店铺为：1、天猫/天猫 国际平台：素力高、TenderGarden、Ongredients、安多可等。2、 抖音小店：安多可、素力高等。3、其他新增主要有天猫超市、 京东、小红书、微信、得物等平台店铺。 证券代码：605136 证券简称：丽人丽妆 公告编号：2025-046 上海丽人丽妆化妆品股份有限公司 关于 2025 年第二季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第四号——零售》要求，上海丽人丽妆化妆品股份有限 公司（以下简称"公司"或"丽人丽妆"）将 2025 年第二季度主 要经营数据披露如下： 一、运营店铺情况 1、2025 年第二季度运营店铺情况 | 运营平台 | 经营模式 | 2025 | 年 3 | 月 | 2025 年二季 | 2025 年二季 | 2025 | 年 6 月 | | - ...

经过一年多的诉讼后，丽人丽妆实控人黄韬所持公司八分之一的股份最终已完成登记过户手续，归于黄 韬前妻翁淑华所有。以8月21日收盘价10.27元计算，翁淑华获得的股权市值约为1.72亿元 8月21日，丽人丽妆发布《关于控股股东、实际控制人涉及诉讼的进展公告暨完成过户登记的公告》， 披露上述信息 公开信息显示，丽人丽妆最早于2007年由黄韬成立，是一家化妆品网络零售服务商，是中国第一批做线 上零售服务商的公司 在实控人深陷离婚纠纷的同时，丽人丽妆的业绩在连年下滑后也出现亏损。丽人丽妆发布的2025年半年 度业绩预告显示，丽人丽妆预计2025 年半年度实现归属于上市公司股东的净利润为-4250万元至-3000万 元，与上年同期相比，将出现亏损 在此之前，丽人丽妆营收已连续4年出现下滑，2024年公司业绩双降，归母净利润亏损。营收17.28亿， 同比暴跌37.44%；净利润直接从盈转亏，亏损2440万，同比下滑182.64% 二级市场上，截至8月22日收盘，丽人丽妆股价10.24元，跌0.29%，总市值41.01亿元 （文章来源：21世纪经济报道） ...

天眼查App显示，近日，成都市成华区始白调香化妆品店（个体工商户）成立，法定代表人为张龙玺， 注册资本5万人民币，经营范围为一般项目：化妆品零售；化妆品批发；工艺美术品及礼仪用品销售 （象牙及其制品除外）；互联网销售（除销售需要许可的商品）；工艺美术品及收藏品批发（象牙及其 制品除外）；日用化学产品销售；办公用品销售；咨询策划服务；企业形象策划；信息咨询服务（不含 许可类信息咨询服务）；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；日用百货 销售；照明器具销售；礼仪服务；组织文化艺术交流活动；网络技术服务；广告设计、代理；广告制 作；会议及展览服务；市场营销策划；数字内容制作服务（不含出版发行）；数字文化创意内容应用服 务；摄影扩印服务；摄像及视频制作服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动）。 ...

2025.08.22 本文字数：1928，阅读时长大约3分钟 来源 | 南方都市报 A股再现天价离婚案，经过一年多的诉讼后，丽人丽妆实控人黄韬所持公司八分之一的股份最终已完成 登记过户手续，归于黄韬前妻翁淑华所有，以8月21日收盘价10.27元计算，翁淑华获得的股权市值约为 1.72亿元。8月21日，丽人丽妆发布《关于控股股东、实际控制人涉及诉讼的进展公告暨完成过户登记 的公告》，披露上述信息。 诉讼历时一年多后 1.7亿元股票完成后过户 黄韬与翁淑华的离婚后财产纠纷始于2024年3月，据前述公告披露，2024年3月26日，丽人丽妆发布关于 控股股东、实际控制人涉及诉讼的公告，披露了丽人丽妆控股股东、实际控制人黄韬因涉及离婚后财产 纠纷，收到前妻翁淑华请求进行财产分割的诉讼的相关情况。翁淑华女士请求将登记在黄韬先生名下的 公司股份合计133,980,304股中的1/8股权份额即16,747,538股归属于翁淑华所有。 1月1日，丽人丽妆披露了上述诉讼案件的一审判决情况，判决黄韬持有的丽人丽妆股份中的16,747,538 股归翁淑华所有。黄韬一方不服一审判决提出上诉，4月2日，丽人丽妆披露了上海市第一中级人民法 ...

Group 1 - Ulta Beauty Inc shares increased by 1.4% to $527.27 after receiving an upgrade to "overweight" from "equal weight" at Barclays, which also raised the price target to $589 from $518 due to a positive outlook on same-store sales and resilience against tariff challenges [1] - The stock has rebounded above $520 after a decline from its 52-week high of $534.10, with a 40.7% increase over the past 12 months and a third consecutive daily gain following an 11.8% rise post-earnings on May 30 [2] - The upcoming second-quarter report is anticipated on August 28, with 15 out of 27 brokerages currently holding a "hold" or "strong sell" rating, indicating potential for more bullish notes if bearish sentiment diminishes [3] Group 2 - Options traders have shown increased bearish sentiment recently, with a 10-day put/call volume ratio of 1.03, ranking higher than 80% of readings from the past year, indicating a prevailing put-bias among short-term traders [4] - The Schaeffer's put/call open interest ratio (SOIR) stands at 1.73, placing it in the 99th percentile of readings from the past 12 months, further reflecting the bearish outlook among traders [4]

Core Insights - Shanghai Qianyao Technology Co., Ltd. has recently been established with a registered capital of 2 million RMB [1] - The company is engaged in a variety of business activities including technology services, cosmetics wholesale and retail, daily chemical products sales, and medical device sales [1] Company Overview - The legal representative of the company is Jian Qin [1] - The business scope includes technology development, consulting, and transfer, as well as sales of non-food plant oils and jewelry [1] - The company is authorized to operate independently within the scope of its business license, excluding projects that require approval [1]

Core Viewpoint - The establishment of Li Zhiyuan Cosmetics Store in Luotian County indicates a growing trend in the cosmetics retail sector, reflecting increased consumer demand for personal care products [1] Company Summary - Li Zhiyuan Cosmetics Store is registered as an individual business entity with a legal representative named Chen Xiaohong [1] - The registered capital of the company is 50,000 RMB [1] - The business scope includes retail and wholesale of cosmetics, personal hygiene products, and disposable medical supplies, among others [1] Industry Summary - The cosmetics retail industry is expanding, with a focus on general projects such as internet sales and daily chemical products [1] - The company is positioned to operate within legal frameworks, allowing for a wide range of product offerings without the need for special licenses [1]

Group 1 - The core point of the article is that Chocoolate Holdings (00653) is undergoing a significant share transfer and proposed rights issue to raise capital [1] - On August 1, shareholders transferred shares from Citibank to Kingly Securities, with a market value of HKD 4.7963 million, representing 9.92% of the total shares [1] - The company announced a proposed rights issue of up to approximately 1.343 billion shares at a price of HKD 0.080 per share, which is a discount of about 25.93% compared to the last trading price of HKD 0.1080 [1] Group 2 - The maximum amount to be raised from the rights issue is approximately HKD 107 million, with net proceeds not exceeding about HKD 52 million [1] - Following the trading session on April 16, 2025, the company entered into a placement agreement with the placement agent, who has agreed to use their best efforts to facilitate the subscription of any unsubscribed rights shares [1]

Core Viewpoint - The introduction of the "immediate refund" service for departure tax in Foshan enhances the shopping experience for international travelers, making it easier and more convenient for them to claim VAT refunds on their purchases [3][5][7]. Group 1: Departure Tax Policy - Departure tax allows international travelers to claim VAT refunds on goods purchased in designated stores when leaving the country [3]. - The "immediate refund" service is an upgrade to the departure tax policy, enabling travelers to receive a prepaid amount equivalent to the tax refund at the point of purchase after signing an agreement and authorizing a credit card [3][5]. - The minimum purchase amount for tax refunds has been lowered from 500 yuan to 200 yuan, making it more accessible for travelers [3]. Group 2: Impact on International Tourism - The number of international visitors to China has been increasing due to visa-free policies, leading to a surge in consumption by foreign travelers [3]. - Foshan Wangfujing Zhiwei Port has become a key consumption landmark for international travelers, featuring over 20 flagship stores of international beauty brands [5]. - The shopping center has implemented a multilingual guidance system and a foreign-friendly service team, leveraging 5G technology to optimize payment processes for a seamless shopping experience [5]. Group 3: Future Developments - The Foshan Wangfujing Zhiwei Port plans to promote the "immediate refund" service further and attract more international flagship stores and experiential retail formats to enhance its appeal [5][7]. - The local tax authority and Agricultural Bank of China Foshan branch are committed to improving the efficiency of the departure tax refund process and expanding the coverage of refund stores [7]. - The development of the "immediate refund" service aligns with the broader goal of establishing Foshan as a "urban consumption center" within the context of the Guangdong-Hong Kong-Macao Greater Bay Area [7].

Core Viewpoint - Bridgewater Associates significantly increased its position in Alibaba by over 21 times in Q1 2025, while reducing its stake in Nvidia by 66,000 shares to 2.84 million shares [1][5]. Group 1: Portfolio Adjustments - As of March 31, 2025, Bridgewater's total portfolio size was $21.55 billion, with the top three holdings being SPDR S&P 500 ETF, iShares S&P 500 ETF, and iShares Core Emerging Markets ETF [2][4]. - Bridgewater reduced its holding in SPDR S&P 500 ETF by 59%, leading to a 61% decrease in its market value within the portfolio [4]. - The fund made a substantial investment in gold ETFs, holding 1.106 million shares of SPDR Gold ETF, making it the sixth-largest holding in the portfolio [5]. Group 2: Individual Stock Movements - Bridgewater's position in Alibaba surged from 255,000 shares at the end of the previous year to 5.66 million shares, marking a 2,120% increase, coinciding with Alibaba's stock price rising over 50% in Q1 2025 [5]. - Other notable increases included Baidu with an addition of 1.879 million shares, Pinduoduo with nearly 500,000 shares, and 2.78 million shares of JD.com [6]. - The fund also increased its stake in Netflix by 30,500 shares, PayPal by 52% (from 2.36 million to 3.6 million shares), and Microsoft by 21% (from 667,000 to 809,400 shares) [6]. - Conversely, Bridgewater reduced its holdings in Lam Research by 570,000 shares to 196,000 shares, and Nvidia by 66,000 shares to 2.84 million shares, while completely exiting its position in Ulta Beauty [6][7]. Group 3: Strategic Insights - Bridgewater's co-CIO Karen Karniol-Tambour emphasized the need for investors to reduce exposure to U.S. assets and increase allocation to other economies, as the U.S. economy may not continue to outperform globally as it has in the past 15 years [9]. - She suggested that portfolios should not only include assets that perform well during economic growth but also consider inflation-linked bonds, nominal bonds, and commodities like gold to achieve better balance [9]. - The current environment calls for maintaining liquidity and flexibility in asset allocation to capture opportunities when market conditions change dramatically [10].