8月6日，拜尔斯道夫发布了2025年上半年业绩报告。报告期内，公司录得总销售额51.88亿欧元（约合人民币432.53亿元），同比有机增长2.1%。利润方 面，其上半年营业利润为8.36亿欧元（约9.84亿元），利润率达16.1%。 值得注意的是，拜尔斯道夫在最新财报发布前下调了全年业绩预期，这一举措并非个案，这表面行业将渡过一段较长的低增长甚至负增长的周期。 上半年营收432亿元，增速放缓 公开信息显示，拜尔斯道夫目前主要有消费品业务和德莎业务部（胶带解决方案制造商）两大业务板块。其中，化妆品品牌主要集中在消费品业务部门。 作为其最大业务部门，消费品业务部门上半年业绩增长了1.9%，达43.33亿欧元（约361.25亿元），相比去年同期增长的8%，今年增速出现明显放缓；德 莎部门则实现营收8.58亿欧元（约71.4亿元），同比增长3%。 | | | H1 2024 | H1 2025 | | --- | --- | --- | --- | | Group Sales | (in € million) | 5,175 | 5,188 | | Change (organic) | (in %) | 7.1 | ...

Group 1 - The 41st batch of multinational company regional headquarters and R&D center certification ceremony was held in Shanghai, highlighting the city's technological and market advantages, as well as its significant position in the global supply chain [1] - Haige Electric anticipates a double-digit annual growth rate in its China operations over the next five years, driven by rapid developments in new energy, smart manufacturing, and new power systems [1] - Haige Electric plans to invest further in the industrial chain and R&D, including the establishment of a new factory in China within the next two years and deploying more R&D resources to Shanghai [1] Group 2 - Scopely is developing a mobile game based on Marvel IP with an investment of nearly $100 million, with the first funding of $22 million received in January 2023, and the game expected to launch globally in 2027 [2] - The choice of Shanghai as a preferred location for foreign gaming companies is attributed to its diverse and inclusive culture, strong government support, and rich talent resources [2] - Beiersdorf is making two significant investments in China this year: $2.3 million for the smart factory transformation of NIVEA and 100 million RMB for expanding offline stores and online business for Chantecaille [2] Group 3 - From January to May this year, nearly 2,500 new foreign-funded enterprises were established in Shanghai, with actual foreign investment exceeding $7.6 billion [3] - The number of multinational company regional headquarters and foreign-funded R&D centers in Shanghai has reached 1,042 and 605, respectively, indicating a rapid gathering of headquarters economy [3]