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林小海上任一周年,百年家化“基因觉醒”
FBeauty未来迹· 2025-06-27 12:31
Core Viewpoint - Shanghai Jahwa is undergoing a significant transformation, focusing on organizational restructuring and strategic repositioning to address challenges such as brand aging, channel mismatch, and insufficient online competitiveness [2][6][11]. Group 1: Leadership and Strategy - CEO Lin Xiaohai has set a new vision and restructured the company's governance and organization, emphasizing "brand" as the operational unit [7][10]. - Lin Xiaohai rated his performance at 79 out of 100, indicating both achievements and areas for improvement in the past year [6][11]. - The company has shifted from a "large and comprehensive" approach to a "small team operation," enhancing responsiveness and resource allocation [10]. Group 2: Operational Improvements - The company has optimized its organizational structure, including leadership changes in multiple business units and improving operational efficiency by reducing redundancy in roles [8][9]. - Inventory turnover efficiency has improved significantly, with the time for goods turnover reduced from 300 days to 89 days, leading to double-digit same-store sales growth [8][9]. - The company has also focused on cleaning up its overseas subsidiaries, particularly addressing losses in the UK subsidiary [8]. Group 3: E-commerce Performance - During the 618 shopping festival, several brands under Shanghai Jahwa saw substantial sales growth, with Yuze brand sales increasing over 20% and Six Gods over 30% [9]. - The company achieved a 17% year-on-year growth in GMV during the 2023 Double 11 shopping festival, reflecting the effectiveness of its reforms [9][11]. Group 4: Future Focus and Challenges - Moving into the second half of 2025, the company will enter a "deep water zone" of reform, facing internal and external pressures from market competition [13][16]. - The company aims to deepen its "four focuses" strategy: focusing on core brands, brand building, online growth, and efficiency [13][15]. Group 5: R&D Investment - Shanghai Jahwa has increased its R&D investment, with a 11.12% year-on-year growth in R&D expenses in Q1 2025 [19][20]. - The company is focusing on "R&D system + medical research collaboration + product innovation," establishing partnerships with hospitals to enhance product development [20][21]. - The R&D advantages are seen as a key differentiator, with a complete medical research chain and ongoing investment capabilities [26][27].
上海家化董事长林小海:改革初显成效 深化“四个聚焦”战略
Zheng Quan Shi Bao Wang· 2025-06-26 14:11
Core Insights - Shanghai Jahwa held its 2024 annual shareholder meeting on June 25, where management discussed strategic direction, operational philosophy, brand development, and channel reform [1] - CEO Lin Xiaohai expressed that the company's performance over the past year "basically met expectations" and emphasized the importance of operational capability moving forward [1] Strategic Focus - The company is deepening its "Four Focuses" strategy, which includes focusing on core brands, brand building, online presence, and efficiency [2] - Lin Xiaohai highlighted that the strategic transformation is showing initial results, with brands undergoing rebranding and repositioning [2] - The Yuze brand has strengthened its collaboration with renowned hospitals, leading to comprehensive upgrades in brand image and product offerings [2] - The Six God brand has introduced a new slogan to promote a "refreshing culture," targeting younger consumers [2] - The company has categorized its brands into three tiers for differentiated resource allocation, with Six God and Yuze in the top tier [2] Performance and Growth - The company's major brands achieved double-digit growth across online channels during the 618 shopping festival, attributed to organizational optimization and strategic focus [3] - Lin Xiaohai indicated that the organization is entering a "deep water zone" of reform, with a focus on enhancing operational capabilities and brand investment [4] - The company aims for double-digit revenue growth by 2025, which is positioned as a pivotal year for brand development and competitive advantage [4]
最新!百亿巨头,现场回应
Zhong Guo Ji Jin Bao· 2025-06-25 14:37
6月25日下午,上海家化(600315)召开2024年年度股东会。上海家化董事长兼CEO林小海、董事会秘书兼首席财 务官罗永涛等高管团队回应了如何复兴上海家化、控股股东是否给予更大授权、股价为何低迷等问题。 复兴上海家化给钱不够 团队要有使命感 "不难,怎么会请我来做CEO?"林小海表示,上海家化"二次创业"很难,但正是因为很难才会由其掌舵上海家 化。 2024年6月召开的上海家化2023年年度股东会,是林小海进入上海家化后的首次亮相。 彼时,林小海称,上海家化将以"壮士断腕"的魄力,着力改变近三年的发展颓势。如果做成了会很有成就感。 【导读】上海家化召开2024年年度股东会,高管团队回应如何实现复兴 来源:上海家化2024年年报 对此,上海家化管理层称为"清包袱",有助于之后轻装上阵。 林小海表示,上海家化的战略被验证方向正确,整个组织基本完成搭建,接下来是组织运营,锻造一个会打仗的 组织。 "这件事情很难,只为一份薪水,哪怕是为了长期的激励,我认为也走不到未来。"林小海称,上海家化的所有人 要有百年复兴的使命感,想起来要有鸡皮疙瘩,值得投入全部热情。 此外,林小海针对上海家化的未来发展,提出全员要有能搞定 ...
最新!百亿巨头,现场回应!
中国基金报· 2025-06-25 14:16
【导读】上海家化召开 2024年 年度股东会, 高管团队 回应如何实现复兴 中国基金报 记者 邱德坤 6月25日下午,上海家化召开2024年年度股东会。上海家化董事长兼CEO林小海、董事会秘书兼首席财务官罗永涛 等高管团队 回应了如 何复兴上海家化、 控股股东 是否给予更大授权、股价 为何 低迷等 问题 。 来源:中国基金报记者拍摄 复兴上海家化给钱不够 团队要有使命感 "不难,怎么会请我来做CEO?"林小海表示,上海家化"二次创业"很难,但正是因为很难才会由其掌舵上海家化。 2024年6月召开的上海家化2023年年度股东会,是林小海进入上海家化后的首次亮相。 彼时,林小海称,上海家化将以"壮士断腕"的魄力,着力改变近三年的发展颓势。如果做成了会很有成就感。 一年过去,上海家化2024年成绩单显示,归母净利润、扣非后净利润分别为-8.33亿元、-8.38亿元。这是上海家化近年来首次出现亏损。 对此,上海家化管理层称为"清包袱",有助于之后轻装上阵。 林小海表示,上海家化的战略被验证方向正确,整个组织基本完成搭建,接下来是组织运营,锻造一个会打仗的组织。 "这件事情很难,只为一份薪水,哪怕是为了长期的激励,我认 ...