9月29日，珀莱雅举办2025年半年度业绩说明会。会上公司独立董事谈到，线上渠道还有很多机会，公 司正在积极开拓机会品类，丰富产品矩阵，强化品牌力、产品力，持续争取平台资源；渠道的核心主要 是提升各平台的运营能力，对各平台持续精细化运营。线下也有很多渠道机会点，公司持续关注线下渠 道新形式，挖掘机会点，持续布局。 对于海外并购，管理层表示，有关投资并购，我们希望能够通过投资丰富我们的品牌和产品矩阵，对现 有品牌和品类起到补充作用，核心是要满足消费者不同价位、不同场景、不同人群的需求。 （上证路演） (编辑：林辰)关键字： 珀莱雅 化妆品 在AI和大数据应用方面，公司围绕产品研发及开发、营销、生产及供应链等业务域，落地关键系统的 选型及开发。包括与蚂蚁集团"数字蚂力"战略合作的项目之一"智能客服"项目顺利结项，通过AI技术与 分布式服务网络融合，提升客服服务效率与质量，支撑流量高峰场景需求；启动AI配方大模型项目， 联合外部技术伙伴探索研发智能化路径，助力产品创新与经验资产化沉淀。 交流中管理层也谈到，2025年上半年公司的毛利率提升到73.38%，主要系降本增效举措取得了显著成 效。包括公司持续提升品牌力、产 ...

Core Viewpoint - The company announced a cash dividend distribution plan based on its financial performance for the first half of 2025, reflecting a commitment to returning value to shareholders while maintaining compliance with regulatory requirements [1][2]. Summary by Sections Profit Distribution Plan - The company will distribute a cash dividend of 0.80 RMB per share (including tax), with no capital reserve conversion or bonus shares issued [1]. - The total number of shares for the distribution is based on the company's total share capital as of June 30, 2025, which is 396,247,646 shares, excluding 2,210,825 shares held in the company's repurchase account [1]. - The total cash dividend payout is expected to be 315,229,456.80 RMB (including tax), which represents 39.48% of the net profit attributable to shareholders in the consolidated financial statements [1]. Decision-Making Process - The company's board of directors approved the profit distribution plan during the sixth meeting of the fourth board on August 25, 2025, with a unanimous vote of 5 in favor and no opposition [2]. - The supervisory board agreed that the profit distribution plan accurately reflects the company's operational performance for the first half of 2025 and complies with relevant laws and regulations [2]. Future Adjustments - If there are changes in the total share capital due to convertible bonds before the record date for the dividend distribution, the company plans to maintain the per-share distribution ratio while adjusting the total payout accordingly [2].

Core Viewpoint - The company reported a revenue of 5,361,890,476.66 yuan for the first half of 2025, reflecting a year-on-year growth of 7.21% and a net profit attributable to shareholders of 798,511,332.07 yuan, which represents a year-on-year increase of 13.80% [1] Financial Performance - The company's revenue for the first half of 2025 reached 5.36 billion yuan, marking a 7.21% increase compared to the previous year [1] - The net profit attributable to shareholders was approximately 798.51 million yuan, showing a growth of 13.80% year-on-year [1]

Core Insights - The company reported a revenue of 5.362 billion yuan for the first half of 2025, representing a year-on-year growth of 7.21% [1] - The net profit attributable to shareholders reached 799 million yuan, showing a year-on-year increase of 13.80% [1] - The company plans to distribute a cash dividend of 8.00 yuan per 10 shares to all registered shareholders (including tax) [1]

一、本次股权激励限制性股票回购注销的决策与信息披露 第四届董事会第五次会议和第四届监事会第四次会议，审议通过了《关于调整 制性股票的议案》。公司监事会对上述事项进行了审核。具体内容详见公司于 告》 （公告编号：2025-033）和《关于回购注销部分股权激励限制性股票的公告》 （公告编号：2025-034）。 根据《中华人民共和国公司法》等相关法律、法规的规定，公司已就上述股 份回购注销事项履行了通知债权人程序，具体内容详见公司于 2025 年 6 月 27 日披露的《关于回购注销部分限制性股票通知债权人的公告》（公告编号： 清偿债务或者提供相应担保的要求。 制性股票回购注销实施公告》 证券代码：603605 证券简称：珀莱雅 公告编号：2025-039 债券代码：113634 债券简称：珀莱转债 珀莱雅化妆品股份有限公司 关于部分股权激励限制性股票回购注销完成的公告 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法律责任。 三、回购注销股权激励限制性股票后公司股本结构变动情况 公司本次回购注销股权激励限制性股票后，公司股本结构变动情况如 ...

Core Viewpoint - The company, Proya Cosmetics Co., Ltd., is repurchasing and canceling 242,424 restricted stocks due to the departure of 14 incentive recipients who no longer meet the incentive conditions [2][4][6]. Summary by Sections Repurchase and Cancellation Reasons - The repurchase and cancellation of restricted stocks are based on the company's 2022 Restricted Stock Incentive Plan, as the 14 incentive recipients have left the company and no longer qualify for the incentive [2][4]. - The repurchase price for the restricted stocks has been adjusted from 54.203 yuan per share to 53.013 yuan per share following the completion of the 2024 annual equity distribution [5][6]. Decision and Disclosure - The decision for the repurchase was approved during the fourth board meeting on June 26, 2025, and the company has complied with the necessary legal procedures for notifying creditors [3][4][9]. - The company has confirmed that no creditors have raised claims for debt repayment or provided guarantees during the notification period [3]. Stock Structure Changes - After the repurchase and cancellation, the total number of restricted stocks remaining under the incentive plan will be 600,096 shares [6][8]. - The company has opened a special securities account for the repurchase and expects the cancellation to be completed by August 21, 2025 [7]. Legal Compliance - The repurchase and cancellation process has been confirmed to comply with relevant laws and regulations, including the Company Law and the Securities Law of the People's Republic of China [10]. - The company has committed to ensuring the accuracy and completeness of the information related to the repurchase and cancellation [9].

Core Insights - The article emphasizes the importance of emotional marketing during Mother's Day, urging brands to move away from traditional praise and instead focus on genuine insights and emotional resonance to create differentiated communication strategies [1] Marketing Strategies: Addressing Emotional Gaps - Pain Point Focus: The ultimate goal of Mother's Day marketing is to ensure mothers feel seen and understood, rather than just evoking tears. Research indicates that 76% of mothers are more likely to purchase from brands that acknowledge parenting pressures [3] - Scene Resonance: As societal views evolve, family roles are no longer solely tied to female value. Brands should shift their narratives from celebrating sacrifice to respecting choices, with data showing that ads featuring family scenes have a 47% higher click-through rate [5] - Value Reconstruction: In an era where self-care awareness among women is rising, Mother's Day marketing should encourage mothers to pursue self-consumption, aligning with the trend of "her economy" [8] Communication Phases: Navigating User Decision-Making - Phase One: Emotional Preheating - Brands can engage potential customers through emotional storytelling campaigns, enhancing brand affinity and preparing for subsequent marketing efforts [10] - Phase Two: Traffic Explosion - Following emotional preheating, brands should focus on promotional conversion, utilizing targeted advertising and real-time consumer interaction to drive sales [11] - Phase Three: Long-Tail Continuation - Post-campaign, brands need to maintain communication to solidify brand image and expand influence, leveraging media and social platforms for ongoing engagement [14]