从代运营到做品牌，广州若羽臣科技股份有限公司（003010.SZ，以下简称"若羽臣"）用一份"现象级"的半年报，让市场重新认识了这家老牌电商服务商 在商业上的可塑性。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 1, 318, 965, 931. 80 | 787, 201, 902. 59 | 67. 55% | | 归属于上市公司股东的净利 | 72, 263, 932. 40 | 38, 935, 117. 23 | 85. 60% | | 润(元) | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 (元) | 69, 755, 662. 11 | 38.009.727.68 | 83. 52% | | 经营活动产生的现金流量净 | 118,201,073.41 | 202, 509, 370. 57 | -41. 63% | | 额(元) | | | | | 基本每股收益(元/股) | 0. 3261 | 0. 1855 | 75. 80% | | 稀释每股收益(元/股) | 0. 310 ...

家清行业正陷入一场看似平静却异常艰难的拉锯战。 明面上看，家清产品是每家每户都需要的刚需品。但据数据科技公司Nint任拓发布的《2024 家清行业趋势快速报告》显示，在"网购时，哪些 品类会倾向选择'平替'？"的消费者调研中，家清类目排名第三，39%的消费者会选择家清类平替品。 这表明消费者对家清产品的忠诚度较低，谁家便宜就买谁的，很少会执着于某个特定品牌。 "现在家清行业，就像在薄冰上跑步。不跑的话没流量，卖不上货，但跑快了可能亏本，直接掉入水下。"一位家清品牌负责人的这句话，道出 了家清行业的无奈。 这个人人都在买的刚需赛道，其实一直存在三个彼此缠绕、难以破解的痛点：一是"量大利薄"，规模与利润倒挂，纸品、洗衣液等基础品类虽 是流量入口，但利润极低甚至亏损，陷入"卖得越多、亏得越狠"的怪圈； 二是细分品类存在"劣币驱逐良币"，环境清洁、驱蚊、清洁工具等细分场景的新兴好产品不为人所知，但质量差的产品因低价或高付费曝光吸 引消费者购买，进而透支整个品类信誉； 三是营销"无效内卷"，低价补贴、直播吆喝换来的是"薅羊毛用户"，复购低、品牌认知弱，陷入谁补贴多谁短暂领先、但谁也赚不到钱的循 环，缺乏创新性的营销玩法 ...

Core Viewpoint - The company is actively promoting green and low-carbon transformation as a pathway to high-quality development, aligning with the national "dual carbon" strategy, and has launched the "Green Life Festival" to enhance consumer engagement in sustainable practices [1][3]. Group 1: Green Initiatives and Consumer Engagement - The "Green Life Festival" was held from April 22 to June 5, featuring various activities aimed at reducing carbon emissions and enhancing consumer experiences [1][3]. - Over 3.6 million consumers participated in this year's festival, marking a significant increase in engagement compared to previous years [3]. - The company collaborated with Ant Forest to create a dedicated public welfare forest, committing to plant 80,000 flower stick saplings in Inner Mongolia [3]. Group 2: Partnerships and Industry Collaboration - The company has expanded its green partnership ecosystem, adding new collaborators such as Ant Forest and Walmart, to promote green consumption [3]. - The company’s leadership expressed satisfaction with the growing number of enterprises focusing on green practices, indicating a collective effort towards industry transformation [3]. Group 3: Research and Development in Green Technology - The company invests over 3% of its sales revenue annually in research, leading to significant advancements such as the development of domestic water-soluble films and 100% recyclable plastic packaging [3][5]. - The company has introduced a new green product, "Flower Plant Soft Care" laundry beads, which features eco-friendly formulations and reduced plastic packaging [4]. Group 4: Recognition and Ratings - The company received a top management rating (B) from the global environmental information research center (CDP) for its climate change efforts, surpassing the average ratings of global and Asian companies [5]. - This recognition reflects the company's ongoing commitment to green research, product innovation, and supply chain optimization [5]. Group 5: Commitment to Sustainable Development - The company has consistently prioritized "green sustainable development" as a core business strategy since its inception, aiming for net-zero emissions by 2050 [7]. - The company promotes green manufacturing and development, encouraging upstream and downstream enterprises to collectively reduce emissions and build a "green ecosystem" across the industry [7].

美博会期间，老管家以标志性"活力黄"展位和全新IP"手套管家"打造超高辨识度体验区，吸引参展者持 续打卡。而其真正的竞争力在于硬核产品力：现场展示的管道疏通啫喱、洗衣机清洁系列等明星产品， 均属全国销量冠军品类；全新升级的校服净、9种酵素洗衣液、香氛净柔洗衣粉等新品，则展现了品牌 以"技术迭代"破局市场的野心。 【2025年5月20日，上海】刚刚落幕的第29届上海CBE美博会上，一匹家清行业黑马引发广泛关注—— 深耕行业13年的国民品牌老管家，以沉浸式展区、黑科技新品矩阵及火爆的现场洽谈，成为展会焦点。 值得关注的是，这匹"黑马"实则拥有深厚的市场根基：服务超8000万家庭，旗下洗衣机清洁剂、管道疏 通剂等六大品类长期稳居全国销量第一，堪称家清赛道的"隐形冠军"。 现象级展位背后：国民品牌的科技突围战 展会现场通过直播逛展、技术讲解等互动，老管家向行业传递了其"科技+体验"的双轮驱动模式——既 要销量冠军，也要技术话语权。 家清赛道进入"深海竞争"时代：长期主义是唯一破局之道 中国家清市场规模已突破4000亿元，在竞争激烈的家清市场，老管家凭借13年专注和六大品类销量第一 的积淀，展现出"稳扎稳打"的爆发力。 ...