【导读】嘉亨家化筹划易主，12月25日起停牌 中国基金报记者 牛思若 1 2月24日，嘉亨家化公告 称 ，公司控股股东曾本生正在筹划控制权变更，可能导致公司控股股东及实际控制人发生变更。经申请，公司 股票自2025年12月25日起停牌，预计不超过2个交易日。 嘉亨家化表示，目前，该事项尚处于筹划中，存在重大不确定性，各方主体正在就具体方案、协议等相关事项进行论证和磋商，具体情况 以各方签订的相关协议为准。 公开资料显示，嘉亨家化的产品包括护肤类、洗护类、香水等化妆品，香皂、消毒液、洗手液等家庭护理产品，以及配套的塑料包装容 器，主要客户包括贝泰妮、上海家化、郁美净、利洁时、维多利亚的秘密、多特瑞、宝洁、强生、壳牌等国内外知名品牌。 2024年11月，嘉亨家化曾发布公告称，创始人曾本生获授终身名誉董事长称号，并卸任公司董事长、法定代表人职务，这两个职位均由其 子曾焕彬接任。 此外，曾本生之女曾雅萍首次进入董事会名单中，担任公司副总经理、副董事长。这意味着，嘉亨家化正式进入"二代接班"的新阶段。 从业绩来看，"二代接班"后的嘉亨家化表现并不理想。2025 年前三季度，嘉亨家化实现营收8.6亿元，同比增长24.42 ...

12月24日晚，嘉亨家化（300955）公告，公司于2025年12月24日收到控股股东曾本生的通知，获悉控股 股东曾本生正在筹划控制权变更相关事宜，该事项可能导致公司控股股东、实际控制人发生变更。 嘉亨家化表示，目前，该事项尚处于筹划中，存在重大不确定性，各方主体正在就具体方案、协议等相 关事项进行论证和磋商，具体情况以各方签订的相关协议为准。 该公司主要产品包括护肤类、洗护类、香水等化妆品，香皂、消毒液、洗手液等家庭护理产品，以及配 套的塑料包装容器，产品主要用于个人美容护肤、家庭清洁等领域，公司的主要客户为科赴、贝泰妮、 上海家化、郁美净、利洁时、维多利亚的秘密、多特瑞、宝洁、壳牌等国内外知名公司。 2025年前三季度，嘉亨家化营收8.596亿元，同比增长24.42%，净亏损2950万元。 国家统计局数据显示，2015—2024 年期间，我国化妆品零售总额总体保持增长趋势，2024 年我国化妆 品行业零售总额实现4356.5亿元，同比下降1.1%。2025年1—6 月我国社会消费品零售总额 245,458.4亿 元，同比上升5.0%，其中国内限额以上化妆品零售额2290.8亿元，同比上升2.9%。2025 ...

Group 1: Industry Overview - The beauty and personal care sector experienced a significant increase, with the index reaching a two-year high and the sector rising nearly 2% on May 9 [1] - Several companies within the sector reported notable growth in their financial performance, with leading company Proya (珀莱雅) achieving a revenue of 2.359 billion yuan, a year-on-year increase of 8.13%, and a net profit of 390 million yuan, up 28.87% [1] - Other companies in the sector, such as Nobon (诺邦股份), Qingsong (青松股份), and Jinbo (锦波股份), reported growth rates exceeding 50% in the first quarter [1] Group 2: Key Trends and Consumer Behavior - According to a report by Mintel, the trend of "Beauty in Body and Mind" is one of the three major trends influencing the global beauty and personal care industry in the coming years [2] - The rise of the "颜值经济" (beauty economy) and "悦己潮流" (self-pleasure trend) has led consumers to purchase functional skincare products, trendy makeup, and home fragrances for self-healing purposes [2] Group 3: Notable Companies in the Sector - Proya focuses on the research, production, and sales of cosmetic products, with brands including "Proya," "Caitang," "Off&Relax," and "Yuefuti" [2] - Shanghai Jahwa (上海家化) specializes in the research, production, and sales of daily chemical products, including personal care and beauty products [2] - Furuida (福瑞达) has transitioned into the health industry through acquisitions, creating a full industry chain from hyaluronic acid raw materials to products [2] - Huaxi Biological (华熙生物) is a leading high-tech enterprise in the production of hyaluronic acid through microbial fermentation technology [2] - Betaini (贝泰妮) operates a subsidiary focused on medical beauty services, including laser and micro-needle treatments [2] - Shuiyang (水羊股份) has launched a light medical beauty brand, primarily sold through online platforms [2] - Nobon produces water-jet non-woven materials used in beauty care, industrial materials, and medical supplies [2] - Marubi (丸美生物) specializes in the research, design, production, and sales of cosmetics, focusing on eye care, skincare, and cleansing products [2]