珀莱雅美妆产品

Search documents
冲击美妆“A+H”第一股,国货美妆龙头“失速”求破局
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-27 11:53
(原标题:冲击美妆"A+H"第一股,国货美妆龙头"失速"求破局) 8月27日,国货美妆品牌珀莱雅(603605.SH)股价大跌。截至收盘,跌7.59%,报85.01元/股,市值337亿。当日主力资金净流出3636.01万元,净 流出额创3个月来新高。 26日晚间,珀莱雅发布公告称,公司拟发行境外上市股份(H股)并在香港联合交易所有限公司主板挂牌上市。 如果成功登陆港交所,珀莱雅或将成为首个"A+H"股上市的美妆企业。 值得关注的是,珀莱雅在近期引入了一位拥有国际顶尖投行背景的中国香港籍独立董事,或有利于公司后续筹划港股上市的考量。 同日,珀莱雅发布2025年上半年业绩报告。上半年公司营收53.62亿元,同比增长7.21%;归母净利润为7.99亿元,同比增长13.80%。 不过,对比2024年同期37.90%的营收增速、40.48%的净利增速,珀莱雅业绩增长的步伐明显放缓。 筹划港股上市 引入投行背景独董 公告显示,珀莱雅于8月25日召开董事会,审议通过《关于筹划发行H股股票并在香港联合交易所有限公司上市的议案》,正式启动赴港上市筹备 工作。 珀莱雅表示,通过此次上市,公司在核心的研发投入、品牌建设和海外市场拓 ...
【私募调研记录】理成资产调研珀莱雅、涛涛车业等4只个股(附名单)
Zheng Quan Zhi Xing· 2025-04-30 00:10
Group 1: Prolayya - In 2024, Prolayya aims to become the first beauty company in China to achieve over 10 billion in revenue, with a 'Double Ten Strategy' to enter the top ten global cosmetics companies in the next decade [1] - The main brand Prolayya has room for market share growth in China, focusing on developing skincare, energy, whitening, and base makeup series [1] - The company plans to enhance its online product matrix and improve operational capabilities while exploring new formats in offline channels [1] Group 2: Taotao Automotive - In 2024, Taotao Automotive reported a revenue of 2.977 billion, a year-on-year increase of 38.82%, and a net profit of 431 million, up 53.76% [2] - In Q1 2025, the company continued to show strong performance with a revenue of 639 million, a 22.96% increase year-on-year, and a net profit of 86 million, up 69.46% [2] - The company is expanding overseas production capacity and optimizing its global supply chain to mitigate tariff impacts, with a projected net profit margin of 14.49% in 2024 [2] Group 3: Jiahe Food - Jiahe Food's total revenue in 2024 was 2.31 billion, a decline of 18.68%, with a net profit of 83.94 million, down 67.43% [3] - The revenue drop is attributed to a shrinking demand for plant-based cream and increased marketing expenses due to C-end expansion [3] - In Q1 2025, the coffee business grew by 58.63%, driven by increased domestic demand and market recovery [3] Group 4: Dinglong Co., Ltd. - In 2024, Dinglong Co., Ltd. achieved record revenue of 3.338 billion and a net profit of 521 million, representing year-on-year growth of 25.14% and 134.54% respectively [4] - The semiconductor business significantly contributed to growth, with CMP polishing pads and semiconductor display materials seeing substantial revenue increases [4] - The company is increasing R&D investment by 21.01% to support new business areas and ensure future market demand [4]