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若羽臣(003010) - 2025年10月28日投资者关系活动记录表
2025-10-28 15:22
Group 1: Financial Performance - In Q3 2025, the company's proprietary brand business achieved revenue of 451 million CNY, a year-on-year increase of 344.5%, accounting for 55.1% of total revenue [5] - The brand "Zhenjia" generated revenue of 227 million CNY in Q3, with a year-on-year growth of 118.9%. From January to September, it accumulated 680 million CNY in revenue, up 148.6% [5] - The brand "Feicui" saw explosive growth, with Q3 revenue reaching 203 million CNY, a quarter-on-quarter increase of over 98.8%. For the first nine months, it achieved 362 million CNY in revenue [5] - The brand "Niuyibei," launched in June 2025, generated 12.126 million CNY in revenue by September [5] - The brand management business recorded revenue of 204 million CNY in Q3, a year-on-year increase of 114.1%, and 539 million CNY for the first nine months, up 71.1% [6] Group 2: Strategic Initiatives - The company plans to focus on proprietary brand development while maintaining steady growth in brand management and e-commerce operations [6] - "Zhenjia" is expanding its product line to cover all categories in home cleaning and care, with a new liquid Marseille soap product topping sales charts [6] - The company aims to enter Southeast Asia and the Middle East markets for international expansion, leveraging its New Zealand origins [6][7] - Future brand acquisitions will focus on high-quality brands in health and personal care, potentially acquiring overseas brands to leverage their market presence [8] Group 3: Operational Efficiency - The company emphasizes organizational flexibility to avoid a "spreading thin" approach, balancing centralized control with distributed innovation [8] - Resource allocation for new brand incubation is managed by a project team led by the chairman, ensuring rapid decision-making and expertise across various functions [8] - Regular sharing of best practices among business units is encouraged to replicate successful strategies across projects [8] Group 4: Market Positioning - The company adopts a global brand mindset, understanding local market needs through past experiences with overseas brands entering China [7] - The company is progressing with its application for listing H-shares on the Hong Kong Stock Exchange, submitted on September 19, 2025 [9]
若羽臣(003010.SZ):前三季净利润1.05亿元 同比增长81.6%
Ge Long Hui A P P· 2025-10-28 14:58
Core Insights - The company, RuYuchen, reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 819 million yuan, a year-on-year growth of 123.4%, and a net profit of 33 million yuan, up 73.2% [1] - For the first nine months of 2025, the company achieved a total revenue of 2.138 billion yuan, representing an 85.3% increase compared to the same period last year, with a net profit of 105 million yuan, up 81.6% [1] Group 1: Brand Performance - The company's proprietary brand business showed remarkable performance, generating 451 million yuan in revenue for Q3 2025, a year-on-year increase of 344.5%, accounting for 55.1% of total revenue [1] - The brand "ZhanJia" achieved revenue of 227 million yuan in Q3, marking a year-on-year growth of 118.9%, and for the first nine months, it generated 680 million yuan, up 148.6% [1] - ZhanJia solidified its position in the home cleaning sector, ranking in the top 3 for clothing cleaning on Tmall and top 4 for self-operated brands on Douyin [1] Group 2: New Product Launches - ZhanJia expanded its product line with the launch of a new "Liquid Marseille Soap Dishwashing Liquid," which quickly became the top-rated dishwashing liquid on Tmall's 88VIP selection [2] - The brand also excelled during the Double 11 shopping festival, ranking first in the Tmall fast-moving consumer goods cleaning category for real-time sales within the first four hours [2] Group 3: Other Brands and Market Positioning - The brand "FeiCui" experienced explosive growth, with Q3 revenue reaching 203 million yuan, a quarter-on-quarter increase of over 98.8%, and a total of 362 million yuan for the first nine months [2] - The brand "NiuYiBei," launched in June, generated 12.126 million yuan in revenue by September, focusing on high-cost performance products in the dietary supplement market [3] - The company's brand management business achieved revenue of 204 million yuan in Q3, a year-on-year increase of 114.1%, and 539 million yuan for the first nine months, up 71.1% [3]
若羽臣2025年前三季度净利润同比增长81.57% 自有品牌营收占比已过半
Zheng Quan Ri Bao Zhi Sheng· 2025-10-28 13:40
Core Insights - Guangzhou Ruoyuchen Technology Co., Ltd. reported a significant increase in revenue and net profit for the first three quarters of 2025, with total revenue reaching 2.138 billion yuan, a year-on-year growth of 85.30%, and net profit attributable to shareholders at 105 million yuan, up 81.57% [1] - The company's proprietary brand business showed exceptional performance, generating 451 million yuan in revenue, a staggering growth of 344.5%, accounting for 55.1% of total revenue [1] Group 1: Brand Performance - The brand "Zhanjia" achieved revenue of 680 million yuan in the first three quarters, marking a year-on-year increase of 148.6% [2] - In the third quarter, "Zhanjia" solidified its position in the home cleaning sector, ranking in the top 3 for clothing cleaning on Tmall and top 4 for self-operated brands on Douyin [1][2] - "Feicui" experienced explosive growth, with third-quarter revenue reaching 203 million yuan, a quarter-on-quarter increase of over 98.8% [2] Group 2: New Product Launches - "Zhanjia" launched a new liquid Marseille soap dishwashing liquid in August, which quickly became the top-rated dishwashing liquid on Tmall's 88VIP selection [2] - The new brand "Niu Yibei," launched in late June, generated 12.126 million yuan in revenue by the end of September, focusing on cost-effective dietary supplements [3] Group 3: Business Strategy and Outlook - The company's brand management business generated 204 million yuan in revenue in the third quarter, reflecting a year-on-year growth of 114.1% [3] - For the full year, the company aims to continue focusing on proprietary brand development while maintaining steady growth in brand management and e-commerce operations [3]
若羽臣三季度营收8.19亿元 同比增长超120%
Zhi Tong Cai Jing· 2025-10-28 11:37
斐萃实现爆发式增长,三季度营业收入2.03亿元,环比二季度增长超98.8%。2025年1-9月,斐萃累计实 现营业收入3.62亿元,刷新膳食补充剂行业新品牌的成长速度。今年以来,斐萃产品端持续发力,在售 产品已达10款,不断打磨产品体验,推动复购率稳步提升。 斐萃渠道端表现也可圈可点,三季度在抖音海外膳食营养补充食品类目强势领跑,品牌榜与店铺榜双双 稳居 TOP1;9月,冲登天猫海外膳食营养补充食品店铺榜TOP5。在双11中,品牌成功登上天猫国际双 11营养健康现货首日成交店铺榜TOP6、品牌榜TOP8;凭借麦角硫因核心成分优势,登顶麦角硫因及口 服美容细分类目店铺榜TOP1。 10月28号晚间,新消费品牌公司若羽臣(003010)(003010.SZ)发布2025年第三季度财报,第三季度, 公司实现营业收入8.19亿元,同比增长123.4%。其中,归属于上市公司股东的净利润为0.33亿元,同比 增长73.2%。截至2025年9月30日,公司年内累计实现营业收入21.38亿元,较去年同期增长85.3%;归属 于上市公司股东的净利润1.05亿元,较去年同期增长81.6%。 2025年三季度,公司自有品牌业务表现 ...