【#杜华赵燕创始的护肤品牌已关网店#】#乐华与华熙生物宣告分手# 7月18日，华熙生物发布官方公 告，称乐华娱乐旗下的天津壹华管理咨询有限责任公司（以下简称"天津壹华"）退出旗下少年儿童护肤 品牌润熙禾的股东名单，相关股权转让事宜已于2025年7月10日完成。公告表示，润熙禾品牌创立的初 衷，是华熙生物董事长赵燕和乐华娱乐董事长杜华出于对她们各自女儿的护肤需求洞察，希望结合双方 公司分别在护肤活性原料及文化娱乐产业的优势，合作打造一个针对少年儿童的护肤品牌。但在复盘品 牌的合作模式后，发现"润熙禾过去的运营并没有体现华熙生物和乐华娱乐两位创始人的初衷，原有的 合作模式无法真正发挥出两个行业头部公司应有的合力"。不过，华熙生物方面强调，未来还是会更深 入地探索中国文化娱乐产业与中国生物科技公司合作的经典模式。乐华娱乐在微博转发了华熙生物的声 明，并表示未来乐华娱乐将更聚焦于主营业务的发展及IP事业的拓展，在友好协商过后，他们与华熙生 物达成共识。目前，在华熙生物的官网上依然能看到"润熙禾"位于其护肤品牌的矩阵之中，对品牌的宣 传为"华熙生物唯一儿童品牌"，罗列出的产品包括洁面、保湿霜、沐浴露、润唇膏和护手霜。润 ...

Core Viewpoint - Lehua Entertainment has quietly exited its partnership with Huaxi Biological, with the latter announcing the withdrawal of Tianjin Yihua Management Consulting Co., Ltd. from the shareholder list of the children's skincare brand Runxihe, effective July 10, 2025. The collaboration was initially based on the founders' insights into their daughters' skincare needs, but the operational model did not meet expectations, prompting the decision to part ways [1][13]. Company Summary - Huaxi Biological's announcement highlighted that the original intention behind the Runxihe brand was to leverage the strengths of both companies in skincare active ingredients and cultural entertainment to create a children's skincare brand. However, the operational model failed to reflect the founders' original vision, leading to the decision to adjust the partnership [1][13]. - Lehua Entertainment confirmed its focus on core business development and IP expansion following the amicable agreement with Huaxi Biological. The company previously held a 50% stake in Runxihe [4][13]. - The Runxihe brand, launched in 2019, was part of a joint venture established in 2023, coinciding with Lehua Entertainment's IPO in Hong Kong. The brand aimed to tap into the beauty market, which was seen as a potential growth area for Lehua [16][17]. Industry Summary - The children's skincare segment has emerged as a lucrative area for domestic beauty brands, with several companies entering the market, including Betaini with "Winona Baby" and Shanghai Jahwa with "Qichu." The market has seen rapid growth, with brands like "Turtle Dad" and "Kangaroo Mom" gaining significant traction [18]. - Despite the initial promise, Runxihe's performance has not met expectations, as indicated by Huaxi Biological's recent quarterly reports, which did not mention the brand's performance or product lines. The company has been undergoing significant organizational changes since late 2022, which may have influenced the decision to exit the partnership [17][18].

因涉嫌在2020年首次公开募股前欺骗投资人，韩国娱乐巨头HYBE的亿万富翁创始人方时赫 即将面临韩国检方的刑事调查。 韩国金融服务委员会（FSC）下属的证券期货委员会（SFC）周三发布公告称，将一家未具名 公司的最大股东和前高管移送检方调查。 多家媒体均确认公告中提到的正是方时赫，随后 HYBE公司也予以回应 。 （来源：韩国证券期货委员会） 作为背景， HYBE是韩国市值最高的娱乐公司 ，最新市值11.1万亿韩元（约合人民币572亿 元），比起韩国"四大"娱乐公司中另外三家（SM、JPY、YG）加起来还要高4万亿。正因如 Hybe上市后，特殊目的公司出售了持有的股份， 方时赫根据收益分成协议获得出售利润的 30% 。这份协议在IPO期间并未对外公布，同样涉及信披违法。 据媒体报道称，方时赫通过这笔交易大约赚取了1900亿韩元（约合9.8亿元人民币），但韩国 监管尚未确认具体的涉案收益。 此，这起证券欺诈案格外受到关注。 韩国金融监管披露， 方时赫被指控在2019年时误导包括风投公司在内的投资者，令他们相信 Hybe没有IPO计划，并诱使他们将股份卖给HYBE高管设立的私募股权基金所开设的特殊目的 公司 。 ...

Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.29% after a previous four-day increase of 697 points [1] - The index opened high at 24,704 points, reaching a peak of 24,867 points, the highest level in nearly four months since March 19, before facing selling pressure [1] - The market's trading volume was recorded at 258.95 billion HKD [1] Sector Performance - Strong performances were noted in sectors such as film and entertainment, domestic retail, and rare earth concepts, while sportswear stocks rebounded [1] - Conversely, sectors including building materials, consumer electronics, and automotive dealerships saw declines, with Chinese brokerage and insurance stocks also experiencing pullbacks [1] - Paper industry stocks have faced declines for two consecutive days [1] Individual Stock Movements - Notable individual stock movements included a 3.35% increase in Tongcheng Travel (00780.HK) and over 2% gains for Trip.com Group (09961.HK) and Kuaishou (01024.HK) [1] - On the downside, Kingdee International (00268.HK) saw a drop of over 6.5%, while Pop Mart (09992.HK) fell nearly 4% [1]

【导读】香港金管局总裁余伟文：港元拆息存在上调可能性 中国基金报记者 格林 7 月 11 日，港股三大指数冲高回落。截至收盘，恒生指数涨 0.46% ，报 24139.57 点； 恒生国企指数涨 0.22% ，报 8687.56 点；恒生科技指数涨 0.61% ，报 5248.48 点。全 日大市成交额为 3239.50 亿港元，南向资金净买入额为 17.44 亿港元。 蓝筹股方面，药明康德涨 10.46% ，药明生物涨 3.70% ；华润万象生活跌 2.33% ，安踏 体育跌 2.32% 。 中州证券大涨 7 月 11 日，中资券商股继续高歌猛进。其中，国联民生涨 15.40% ，恒投证券涨 10.94% ，国泰海通涨 10.50% ，中州证券更是大涨 47.47% 。 开源证券指出， 6 月，上交所新开户人数同比大幅增加，交易量同比亦显著增加。同期，债 市和股市向好，券商海外业务则受益于港股市场高景气。该机构预计上市券商中报业绩将延 续一季度以来的增长势头，关注后续业绩预告、稳定币等主题对券商业绩的催化作用，继续 看好券商板块。 老铺黄金降温 7 月 11 日，部分新消费股降温，老铺黄金跌 11.42% ...

Market Overview - The overall market experienced a pullback after reaching a high, with the Shanghai Composite Index down 0.13% and the Shenzhen Component down 0.06%, while the ChiNext Index rose by 0.16. The total market turnover was 15,274 billion, an increase of 528 billion from the previous day [1]. Company News - Upwind New Materials resumed trading after a 5-day suspension and opened with a 20% limit up, with 4.11 million hands sealed at the limit [3]. - Upwind New Materials announced a significant change in ownership, with Zhiyuan Robotics planning to acquire control through a share transfer and tender offer, potentially marking a landmark acquisition case for new productivity enterprises in the A-share market [5][6]. - Zhiyuan Robotics clarified that this action is not a reverse merger as defined by the regulations, but rather an acquisition of controlling interest [6]. Investment Insights - Investors on platforms like Xueqiu have expressed varied opinions on the acquisition, with some viewing it as a strong signal for mergers and acquisitions, particularly around newly listed companies [7]. - The acquisition of Upwind New Materials, a leader in vinyl ester resin, is seen as a strategic move for Zhiyuan Robotics, which could enhance its position in the robotics industry [7]. Stock Performance - The stock of Giant Legend surged over 160% following news that Jay Chou officially joined Douyin, with the stock reaching a peak of 17 HKD per share [9][11]. - Giant Legend, founded by Jay Chou's mother, generates revenue from businesses related to Chou, including concerts and merchandise [13]. Strategic Partnerships - CATL's stock reached a new historical high, increasing by 7.18% after signing a strategic cooperation agreement with Geely Automobile to deepen collaboration in battery technology and supply chain development [14][16].

Core Viewpoint - The entry of superstar Jay Chou into Douyin has led to a significant surge in the stock price of Giant Legend, a company closely associated with him, resulting in a single-day increase of 107% [1][6]. Group 1: Stock Performance - On July 9, Giant Legend's stock price peaked at 12.86 HKD per share, marking a rise of 100.94% [1]. - As of the latest update, the stock was trading at 12.62 HKD per share, reflecting a 97.19% increase and a total market capitalization exceeding 10.2 billion HKD [1]. - The stock had already seen a notable increase of over 32% in the previous day's trading, closing up by 26.73% [1]. Group 2: Shareholding and Financial Impact - By the end of 2024, key stakeholders including Ye Huimei and Yang Junrong will hold a combined 55.81% of Giant Legend, with this stake valued at over 6.1 billion HKD based on the highest stock price of the day, resulting in a paper profit exceeding 3 billion HKD [3]. - The company’s revenue for 2024 is projected to be 584 million HKD, a 35.8% increase from 430 million HKD in the previous year, with IP creation and operation contributing 314 million HKD, up approximately 65.1% from 190 million HKD [9]. Group 3: Business Operations and Strategy - Giant Legend, established in 2017, is deeply tied to Jay Chou, with its revenue primarily derived from activities related to him, including concerts, endorsements, and merchandise sales [7][8]. - The company has created and managed various IPs, including the official character "Zhou Tongxue" and has plans to launch self-branded products covering fashion, vinyl records, and food [9]. - Giant Legend aims to set up 1,000 vending machines nationwide and open its first physical store in Guangzhou by the third quarter, selling products related to the "Zhou Tongxue" brand and new IPs [9].

Group 1 - The core point of the article is that Lehua Entertainment has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and confidence in the company's future prospects [2][3][6] - On June 30, the company repurchased 1.194 million shares at prices ranging from HKD 2.950 to HKD 3.180, totaling HKD 3.6992 million [2] - The stock closed at HKD 3.060 on the same day, reflecting a 2.00% increase with a total trading volume of HKD 13.2275 million [2] Group 2 - Since June 26, the company has conducted share buybacks for three consecutive days, accumulating a total of 4.464 million shares repurchased for a total amount of HKD 13.8668 million [2] - Year-to-date, the company has completed 60 share repurchase transactions, totaling 25.683 million shares and an aggregate repurchase amount of HKD 51.9275 million [3] - A detailed breakdown of the repurchase activities shows varying amounts and prices, with the highest repurchase price recorded at HKD 3.480 on June 23 [3][4]

Group 1 - The U.S. and Mexico are reportedly close to reaching an agreement to eliminate a 50% tariff on a certain amount of steel imports, which would revise a similar agreement from Trump's first term [1] - The new agreement would allow U.S. buyers to import steel from Mexico without tariffs as long as the total volume remains within historical trade limits, which will be higher than previous limits [1] - In 2022, the U.S. imported approximately 3.2 million tons of steel from Mexico, accounting for 12% of total U.S. steel imports [1] Group 2 - The Australian federal and New South Wales governments announced increased subsidies for households installing solar batteries, with state subsidies nearly doubling to AUD 1,500 [2] - The federal government is launching a AUD 2.3 billion "cheaper home battery program," providing about 30% subsidies on battery costs, with total subsidies potentially exceeding AUD 11,000 for larger installations [2] Group 3 - Virgin Australia is resuming international flights with the launch of a route from Sydney to Doha, marking its return to the international market post-COVID [3] - The resumption is part of a collaboration with Qatar Airways, which previously faced restrictions from the Australian government [3] Group 4 - The number of high-net-worth individuals in Australia increased by 55% compared to 2020, with a net gain of 55,000 individuals in the past year [4] - The luxury property market is thriving, with sales of properties priced over AUD 5 million expected to reach 3,295 transactions in 2024, a 5% increase from 2023 [4] Group 5 - The ASX 200 index reached a new historical high of 8,639 points, surpassing the previous high of 8,615 points set in February [20] - The financial sector led the gains, with a 2.69% increase, while the real estate and industrial sectors also saw significant growth [7] Group 6 - High salaries are reported in key industries in Australia, with government and defense analysts seeing a 26.8% increase in average annual salary to AUD 130,000 [29] - The mining sector is experiencing rapid salary growth for electrical engineers due to competition with renewable energy companies [29] Group 7 - Qantas announced the closure of its low-cost airline subsidiary Jetstar Asia, reallocating 13 aircraft to the Australian and New Zealand markets, and expects a loss of AUD 25 million for Jetstar Asia in the first half of the year [30][31]

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 288 篇报道。 整理丨赵晓晓 本周（2025.05.26-2025.05.31）出海大事件包括： Temu正在尝试通过本地化采购以满足订单需 求；速卖通开启下半年首个生意增长机会；大疆再拿地，拟建造智能航空系统产业生态全球总部；泡 泡玛特宣布暂停Labubu在英销售；腾讯音乐成为韩国SM娱乐第二大股东；东莞跨境大卖尚睿科技上 市；印度单方面先宣布已成全球第四大经济体；美国初创公司八睡眠计划进军中国和新加坡市场；亚 马逊首席执行官对食品杂货市场"非常看好"等。 出海四小龙 TikTok 电商 印尼裁员 TikTok Shop 正在印尼裁撤数百个岗位，这是该公司去年接手本土竞争对手 Tokopedia 之后进行的 最新一轮成本削减行动 ，此次 裁员波及物流、运营、市场营销及仓储等多个电商团队。 TikTok Shop 正加快对印尼业务的重组步伐，大幅削减去年以 15 亿美元收购 GoTo 集团旗下 Tokopedia 后整合进来的员工人数。自去年初 TikTo ...