从市场监管总局了解到，10月1日起一批重要国家标准开始实施。手表外观件强制性新国标将明确有害 物质限量，湿巾产品推荐性标准将提高安全性，机器人三维视觉系统、云计算通用要求等有了国家标 准……这些标准的实施，将为规范产业健康发展、营造良好消费环境、保障人民群众生命财产安全提供 标准支撑。 ...

Group 1: Education Sector - The Ministry of Education and the Ministry of Finance plan to recruit 7,000 retired teachers for the 2025 Silver Age Teaching Program, focusing on retired principals, researchers, and senior teachers under the age of 65 [1] Group 2: Transportation Sector - During the National Day and Mid-Autumn Festival holiday, the expected number of waterway passengers is projected to reach 12.5 million, representing an 11.6% year-on-year increase, with a peak expected on October 4 and 5 [1] Group 3: Economic Policy - The National Development and Reform Commission has allocated 69 billion yuan in special long-term bonds to support the consumption upgrade program, with a total of 300 billion yuan allocated for the year [2] - The Ministry of Finance and the Ministry of Commerce announced a plan to support around 15 cities in building an international consumption environment, with financial subsidies of 200 million yuan for major cities and 100 million yuan for others [4] Group 4: Manufacturing Sector - The manufacturing Purchasing Managers' Index (PMI) for September is reported at 49.8%, indicating a 0.4 percentage point increase from the previous month, marking two consecutive months of growth [5] - The equipment manufacturing PMI stands at 51.9%, while the consumer goods manufacturing PMI has reached 50.6%, the highest level this year [5] Group 5: Internet Industry - From January to August, the revenue of large-scale internet enterprises reached 1,285.9 billion yuan, showing a year-on-year growth of 2.2%, with profit margins declining at a slower rate [6] Group 6: Transportation Regulation - As of August, the compliance rate for ride-hailing orders in 24 major cities exceeded 80%, with a total of 393 ride-hailing platforms licensed [7]

Group 1: Robotics Standards - The implementation of national standards for industrial robots, including dynamic stability testing methods and three-dimensional visual guidance systems, aims to enhance the development and industrialization of dynamic stability measurement systems and improve the application of visual systems in manufacturing [1] - The national standard for service robot information security outlines requirements and testing methods, which will elevate the information security level of service robot products [1] Group 2: Cloud Computing Standards - The national standard for hyper-converged systems establishes a reference model and requirements for various virtualization components, providing guidance for manufacturers in designing and producing hyper-converged products [1] - The cloud supercomputing general requirements standard proposes a reference architecture and common requirements for cloud supercomputing services, enhancing the cloud computing standards system in China [1] Group 3: Consumer Product Standards - The mandatory national standard for harmful substance limits in watch exterior parts specifies definitions, basic requirements, inspection rules, and labeling for materials in direct contact with human skin [2] - National standards for wet wipes outline general requirements and specific requirements for adult, pet, and child wet wipes, as well as disinfectant wipes for daily use [2] Group 4: Elderly Care and Cultural Standards - The national standard for rehabilitation aids in elderly care institutions sets basic configuration requirements and lists, promoting efficient resource allocation and high-quality development in the elderly care industry [3] - The national standard for the management and service of comprehensive cultural stations in towns and streets aims to standardize the construction and management of grassroots libraries, enhancing service levels [3] Group 5: Data Exchange Standards - The national standard for the integrated national government big data system outlines the framework, methods, and requirements for data exchange, applicable to various levels of government data platforms [3]

新京报讯（记者陈琳）10月1日起，一批涉及工业机器人、云计算、湿巾、养老机构配置、政务数据共 享等多个领域的国家标准正式实施。这些标准将为规范新兴产业健康发展、保障消费者权益、提升公共 服务水平提供技术支撑。 《工业机器人 动态稳定性试验方法》等三项机器人领域国家标准同步实施，从动态稳定性、三维视觉 引导到服务机器人信息安全，全面推动机器人性能提升与应用安全，助力制造业智能化升级。 《信息技术 云计算 超融合系统通用技术要求》和《信息技术 云计算 云超算通用要求》两项标准，为云 计算超融合系统和云超算服务提供统一技术规范，将强化我国在云计算领域的核心竞争优势。 《直接接触人体皮肤的手表外观件中有害物质限量的规定》作为强制性国家标准，严格限制手表外观件 中有害物质含量，切实保障消费者健康，推动钟表行业规范发展。 《湿巾及类似用途产品》系列标准对成人湿巾、婴童湿巾、消毒湿巾等不同产品提出专用要求，引导消 费者合理选用，促进湿巾行业高质量发展。 两项燃气燃烧器安全与控制装置标准，聚焦气动比例调节装置和排气阀等关键部件，进一步提高整机安 全性与可靠性，筑牢用气安全防线。 《养老机构康复辅助器具基本配置》标准明确养老机 ...

Company Overview - Jieya Co., Ltd. is a high-quality wet wipe manufacturer established in 1999, with major clients including Woolworths, Kimberly-Clark, Johnson & Johnson, Procter & Gamble, Babycare, and Dongfang Zhenxuan [2][13] - The company experienced a decline in performance in 2024 due to a drop in wet wipe orders post-pandemic, with projected revenue and net profit of 54.7 million and 1.9 million respectively, resulting in a net profit margin of 3.5% [2][13] - In the first half of 2025, the company showed signs of recovery with revenue of 310 million, a year-on-year increase of 8.8%, and a net profit of 33 million, up 22.6%, leading to a net profit margin recovery to 10.5% [2][13] Industry Analysis - The global wet wipe market is steadily growing, with a retail market size projected to reach 18.4 billion USD in 2024, reflecting a year-on-year growth of 2.7% [3][13] - In 2024, the top 10 companies in the global wet wipe market hold a combined market share of 41.3%, with Procter & Gamble and Kimberly-Clark being the largest players, holding 13.9% and 11.3% market shares respectively [3][13] - The Chinese wet wipe market is expected to exceed 12.9 billion CNY in 2024, with a year-on-year growth of 4.3%, and the top 10 brands holding a market share of 48.0% [3][13] Company Performance and Strategy - Jieya Co., Ltd. has a significant net profit margin advantage over competitors, with a net profit margin of 10.5% in the first half of 2025 compared to 4.08% for Hangzhou Guoguang, which reported revenue of 458 million and a net profit of 19 million [4][13] - The company has established strong relationships with international brand clients, with the top five clients accounting for 77.6% of revenue, and foreign sales increasing by 46.2% year-on-year in the first half of 2025 [4][13] - Jieya is expanding its production capacity with a new factory in the United States, which is expected to produce 15 billion wet wipes annually, further enhancing its global market presence [4][13] Financial Projections - The company forecasts net profits of 77 million, 107 million, and 144 million for 2025, 2026, and 2027 respectively, representing year-on-year growth rates of 297.2%, 38.1%, and 34.7% [13] - The current market capitalization is estimated at 3.5 billion, with corresponding price-to-earnings ratios of 45, 33, and 24 for the years 2025 to 2027 [13]

Company Overview - Jieya Co., Ltd. is a high-quality wet wipes manufacturer established in 1999, with major clients including Woolworths, Kimberly-Clark, Johnson & Johnson, Procter & Gamble, Babycare, and Dongfang Zhenxuan [2][13] - The company experienced a decline in performance in 2024 due to a drop in wet wipes orders post-pandemic, with projected revenue and net profit of 547 million and 19 million CNY respectively, resulting in a net profit margin of 3.50% [2][13] - In the first half of 2025, the company showed signs of recovery with revenue of 310 million CNY, a year-on-year increase of 8.8%, and a net profit of 33 million CNY, up 22.6%, leading to a net profit margin recovery to 10.50% [2][13] Industry Analysis - The global wet wipes market is steadily expanding, with a retail market size projected to reach 18.4 billion USD in 2024, reflecting a year-on-year growth of 2.7% [3][13] - In China, the wet wipes market is expected to exceed 12.9 billion CNY in 2024, growing by 4.3% year-on-year, with the top 10 brands holding a market share of 48.0% [3][13] Competitive Position - Jieya Co., Ltd. has a significant net profit margin advantage over competitors, with a 10.50% margin compared to Hangzhou Guoguang's 4.08% [4][13] - The company’s top five clients accounted for 77.6% of its revenue in 2024, with international brand clients driving a 46.2% increase in foreign revenue in the first half of 2025, raising the foreign revenue share to 60.3% [4][13] - The establishment of a production facility in the United States is expected to enhance the company's global competitiveness, with a projected capacity of 15 billion wet wipes annually [4][13] Financial Projections - Forecasts for Jieya Co., Ltd. indicate net profits of 77 million, 107 million, and 144 million CNY for 2025, 2026, and 2027 respectively, representing year-on-year growth rates of 297.2%, 38.1%, and 34.7% [13] - The current market capitalization is estimated at 3.5 billion CNY, with corresponding price-to-earnings ratios of 45, 33, and 24 for the years 2025 to 2027 [13]

行业：湿巾市场规模稳步扩容，全球化品牌优势稳固。1）海外：全球湿巾市场规模稳健增长，欧美为 消费主力。2024 年全球湿巾零售市场规模达到 184 亿美元，同比增长2.7%，2024 年全球湿巾公司CR10 为41.3%，其中宝洁、金佰利规模最大，份额分别为13.9%、11.3%。分市场看，2024 年美国、西欧湿巾 零售市场规模分别为67、39 亿美元。2）中国： 湿巾市场规模超百亿，新品牌快速崛起。2024 年中国湿巾零售市场规模达到129 亿元，同比增长 4.3%，2024 年湿巾品牌CR10 为48.0%，德佑等新品牌搭乘电商红利快速崛起。 投资要点： 公司：国际品牌大客户订单充沛，美国工厂打开成长空间。1）产品：湿巾制造为核心主业，2025 年以 来盈利修复显著。与行业内杭州国光公司（诺邦股份收购其51%股权）比，洁雅股份净利率优势明显， 2025H1 杭州国光收入4.58 亿元，净利润为0.19 亿元，净利率为4.08%，而洁雅股份净利率为10.50%。 2）客户：绑定国际品牌大客户，外销业务快速放量。2024 年公司前五大客户收入占比为77.6%，主要 客户可划分为国际品牌客户、国际渠道客户、国 ...

上 市 公 司 美容护理 2025 年 09 月 29 日 洁雅股份 (301108) ——优质湿巾制造商，国际品牌大客户订单催化业绩拐点 投资要点： 财务数据及盈利预测 | | 2024 | 2025H1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 547 | 310 | 716 | 888 | 1,137 | | 同比增长率（%） | -12.1 | 8.8 | 30.8 | 24.0 | 28.0 | | 归母净利润（百万元） | 19 | 33 | 77 | 107 | 144 | | 同比增长率（%） | -83.1 | 22.6 | 297.2 | 38.1 | 34.7 | | 每股收益（元/股） | 0.24 | 0.40 | 0.68 | 0.94 | 1.27 | | 毛利率（%） | 19.6 | 23.8 | 25.1 | 27.1 | 29.1 | | ROE（%） | 1.1 | 1.8 | 4.0 | 5.2 | 6.6 | | 市盈率 | 180 | | 45 | ...

Group 1 - The core viewpoint of the article highlights the significant growth of the consumption-oriented parenting products market in China, driven by the "three-child policy" and consumption upgrades, with the market size expected to reach 87.2 billion yuan in 2024 [1][12] - Consumption-oriented parenting products are characterized by their consumable nature, high-frequency usage, and the need for regular replenishment or updates, distinguishing them from durable parenting products [5][6] - The industry chain of consumption-oriented parenting products includes upstream raw material supply, midstream production and brand operation, and downstream sales and distribution, with each segment closely interconnected [8][9] Group 2 - The competitive landscape of the consumption-oriented parenting products industry is intense, with international brands like Huggies and Pampers historically holding significant market shares, but local brands such as Babycare are rapidly gaining ground due to their cost-effectiveness and understanding of the local market [2] - The market structure for consumption-oriented parenting products in 2024 shows that baby care products dominate with a 76.6% share, followed by bedding products at 12.2% and feeding products at 11.2% [14][15] - The report utilizes various analytical models such as SCP, SWOT, PEST, and regression analysis to comprehensively assess the market environment, industry policies, competitive landscape, technological innovations, and market risks [2]

9月22日，国内生活用纸行业领军品牌维达，联合新华网、数据洞察机构凯度、电商平台京东以及无纺布生产企业赛得利，共同发布了《2025无纺布清 洁用品安全标准白皮书——湿巾、洗脸巾、湿厕纸等个护品类》。该报告标志着国内无纺布清洁用品行业迎来了首份系统化、专业化、高标准的无纺布清洁 用品安全指南，为行业的安全健康发展树立了全新标杆。 | | 《2025无纺布清洁用品安全标准白皮书》 | | --- | --- | | . | 199 | | ×1 | ે છે. ખેત | | ×2 | 5Safe标准 | | ×3 | 产品品控安全 | | | "数据来源:尚普咨询集团,通过对比中国大陆(不包括港湾 | 高增长背后暗藏隐忧，安全标准成行业刚需 近年来，随着消费者健康意识的提升，以洗脸巾、湿巾、湿厕纸为代表的无纺布清洁用品市场呈现爆发式增长，成为拉动清洁纸品市场增长的主力军。 然而，行业在高速发展的同时，安全隐患也随之浮上水面。市场上产品良莠不齐，部分不良商家以次充好、虚假宣传、生产不规范等问题时有发生，诸 如"添加荧光增白剂"、"微生物超标"等安全事件频频曝光，不仅损害了消费者的权益，更引发了广泛的社会关切和行业 ...