来源：环球网 "双11"出海新叙事：国货爆品引领增长 今年"双11"的全球化布局早已超越价格战维度，成为中国品牌展示竞争力的战略窗口。淘宝投入 10 亿 元营销补贴，覆盖全球20个国家和地区，目标助推10万商家海外成交翻倍；京东全球售供给已覆盖千万 自营商品，12国可享全品类包邮；拼多多旗下Temu以八折、八五折优惠直面 "黑色星期五" 竞争，平台 层面的出海攻势背后，是国货品牌集体突破的底气。 值得关注的是，此前在综艺《巴黎合伙人》中亮相的多个国货品牌迎来爆发。李佳琦直播间相关单品也 在此次"双11"期间上架后销量迅速攀升，瑷科缦、双妹销量同比增长超100%，韩束、完美日记等销量 同比增长达50%，多个品牌实现两位数增幅。 综艺内容与直播带货的联动效应显著，节目中非遗元素的口红包装、京剧色彩的眼影盒引发热议，直播 间则承接热度完成消费转化，这种"内容种草+渠道变现"的模式，印证了优质国货已具备跨文化传播的 市场号召力。 直播间转型：从销售渠道到品牌共建平台 直播行业已成为国货发展的加速器。全球消费者透过屏幕，可直观感知产品特性。直播电商不仅是销售 渠道的革新，更成为国货品牌"出海"的重要服务平台。 记者从美 ...

Core Points - The company Shanghai Jahwa announced its 2025 semi-annual profit distribution plan, proposing a cash dividend of 0.039 yuan per share (including tax) to all shareholders based on the total share capital registered on the dividend distribution date [4][28][27] - The total amount of cash dividends to be distributed is approximately 25.97 million yuan, which represents 9.77% of the net profit attributable to ordinary shareholders for the first half of 2025 [25][28][27] - The company will hold a performance briefing on August 29, 2025, to discuss the semi-annual results and address investor inquiries [7][8][10] Company Overview - Shanghai Jahwa is engaged in the production and sale of personal care and beauty products, with brands including Six God, Meijiajing, and others [12] - The company reported significant price increases in key raw materials, with soap and oil prices rising by 48% and surfactants and emulsifiers by 28% compared to the same period last year [14][15] - The company’s board of directors confirmed the authenticity and completeness of the semi-annual report and the profit distribution plan [1][6][21]

Core Insights - Shanghai Jahwa's revenue for the first half of 2025 reached 3.48 billion yuan, a year-on-year increase of 4.8%, while net profit was 270 million yuan, up 11.7% [1] - The second quarter showed significant growth, with revenue increasing by 25.4% year-on-year, and beauty product sales across all channels rising by 55.7% [1] - The company improved operational efficiency, with accounts receivable down 25.7% and inventory down 20.6% year-on-year, while operating cash flow increased by 39.7% [1] Strategic Focus - Shanghai Jahwa is focusing on four key areas: core brands, brand building, online presence, and efficiency [1] - The first-tier brands, such as Six God and Yuze, led the growth, while the second-tier brand Baicaoji experienced a strong recovery [1] - New products from brands like Gao Fu, Qi Chu, and Shuang Mei successfully entered niche markets [1] Online and Offline Performance - The company enhanced its online capabilities, achieving significant sales during the 618 shopping festival, with top influencer Liu Yuanyuan's Baicaoji event generating over 30 million yuan in sales [2] - Offline, Shanghai Jahwa optimized operations by adding 40 new channel distributors and expanding coverage to 92% in cities above the county level [2] - The company plans to deepen strategic reforms and strengthen organizational capabilities to enhance core competitiveness and profitability [2]

证券代码：600315 证券简称：上海家化 公告编号：临 2025-045 上海家化联合股份有限公司 关于 2025 年第二季度主要经营数据的公告 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个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号——化工》的要 求、现将公司 2025 年第二季度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 产量(支) | 销量(支) | 营业收入（元） | | --- | --- | --- | --- | | 个护 | 64,731,435 | 77,825,289 | 798,261,406.94 | | 美妆 | 16,168,415 | 9,675,676 | 418,410,317.70 | | 创新 | 14,648,314 | 11,797,432 | 203,368,323.56 | | 海外 | 26,399,888 | 21,892,513 | 355,321,873.99 | 注：个护（含六神、美加净品牌）、美妆（含玉泽、佰草集 ...