603983 丸美股份
已收盘 05-17 15:00:00
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丸美股份:陈青梅女士当选为第五届监事会职工代表监事
金融界 · 20:55
丸美股份:陈青梅女士当选为第五届监事会职工代表监事
直击业绩说明会|丸美股份去年盈利止跌回升 押注线上能否填补线下基本盘失地?
每日经济新闻 · 05-15 23:06
直击业绩说明会|丸美股份去年盈利止跌回升 押注线上能否填补线下基本盘失地?
化妆品行业盘中拉升,华业香料涨7.32%
自选股智能写手 · 05-14
化妆品行业盘中拉升,华业香料涨7.32%
化妆品行业盘中跳水,水羊股份跌2.30%
自选股智能写手 · 05-13
化妆品行业盘中跳水,水羊股份跌2.30%
丸美股份获东方财富证券增持评级,天猫抖快齐发力
金融界 · 05-08
丸美股份获东方财富证券增持评级,天猫抖快齐发力
丸美股份:数字化“芯”突破 塑造智能化未来
中国财富通 · 05-06
丸美股份:数字化“芯”突破 塑造智能化未来
【国君化妆品】走出低谷,24Q1业绩改善——化妆品板块2023年报及2024一季报总结
猛哥看商业 · 05-05
【国君化妆品】走出低谷,24Q1业绩改善——化妆品板块2023年报及2024一季报总结
丸美股份获国元证券买入评级
金融界 · 04-30
丸美股份获国元证券买入评级
丸美股份(603983):23年线上转型成果亮眼 24年期待经营继续向好
光大证券股份有... · 04-30
丸美股份(603983):23年线上转型成果亮眼 24年期待经营继续向好
丸美股份(603983)2024Q1业绩点评报告:产品结构优化叠加原材料降价 公司毛利率大幅提升
万联证券股份有... · 04-30
丸美股份(603983)2024Q1业绩点评报告:产品结构优化叠加原材料降价 公司毛利率大幅提升
4月29日丸美股份涨5.62%,前海联合泳涛混合A基金重仓该股
证券之星 · 04-29
4月29日丸美股份涨5.62%,前海联合泳涛混合A基金重仓该股
丸美股份获国联证券买入评级,主品牌改善趋势延续,期待线上运营提效
金融界 · 04-29
丸美股份获国联证券买入评级,主品牌改善趋势延续,期待线上运营提效
丸美股份获国信证券增持评级,一季度归母净利同比增长41%
金融界 · 04-29
丸美股份获国信证券增持评级,一季度归母净利同比增长41%
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公司概况
公司名称:
广东丸美生物技术股份有限公司
所属行业:
化学原料和化学制品制造业
上市日期:
2019-07-25
主营业务:
广东丸美生物技术股份有限公司主要从事各类化妆品的研发、设计、生产、销售及服务,旗下主要品牌有“丸美”“春纪”“恋火”。主要产品:弹力蛋白凝时紧致系列、巧克力青春丝滑系列、弹力蛋白精华系列、丸美雪绒花纯净保湿系列、丸美BB新肌系列、杨梅水漾保湿系列、弹力娇嫩系列、五谷菁纯系列。综合行业各数据分析,公司在国内化妆品市场占据一定的市场份额。
发行价格:
20.54
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20:55","pubTimestamp":1715950506,"startTime":"0","endTime":"0","summary":"丸美股份 公告称,第四届监事会任期即将届满,丸美股份于 2024 年 5 月 17日召开职工代表大会,选举陈青梅女士为公司第五届监事会职工代表监事。陈青梅女士的任职资格和条件符合法律、法规及规范性文件和公司章程关于担任上市公司职工代表监事的规定。她将与2023 年年度股东大会选举产生的股东代表监事梁焕秋女士、陈嘉扬女士共同组成公司第五届监事会,任期自股东大会审议通过之日起三年。陈青梅女士,中国国籍,无境外永久居留权,1981 年 2 月出生,本科,自2002 年加入广州佳禾 化妆品 有限公司(公司前身),现任公司职工代表监事、高级财务经理。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405172101088b12a2b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:06","pubTimestamp":1715785560,"startTime":"0","endTime":"0","summary":"相比于A股其他化妆品上市企业,丸美股份走出了2020年到2022年的低谷期,业绩增长“姗姗来迟”,净利润止跌回升。过去三四年间,线下渠道作为丸美股份的基本盘,在疫情期间受到了较大冲击。丸美股份年报显示,由于公司大力推进线上转型且线上流量成本日趋高涨,销售费用达到11.99亿元,同比增长41.65%。在今年年初的投资者调研活动中,丸美股份曾解释这一策略是指线上线下两盘货。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515231053876d03ca&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515231053876d03ca&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2435532829","title":"化妆品行业盘中拉升,华业香料涨7.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2435532829","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2435532829?lang=zh_cn&edition=full","pubTime":"2024-05-14 10:47","pubTimestamp":1715654839,"startTime":"0","endTime":"0","summary":"05月14日,化妆品行业盘中拉升,截至10点47分,化妆品行业整体指数上涨1.00%,报7876.970点。从个股上来看,该行业的成分股中,华业香料涨7.32%,丸美股份、科思股份、青岛金王涨幅居前。从资金上来看,截止发稿,化妆品行业主力净流入为-2044.58万,其中丸美股份受到资金热捧,主力净流入282.49万;拉长时间线来看,该板块近20日主力资金净流入-6.61亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024051410471987e87b53&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:47","pubTimestamp":1715564845,"startTime":"0","endTime":"0","summary":"05月13日,化妆品行业盘中跳水,截至09点47分,化妆品行业整体指数下跌2.04%,报7780.040点。从个股上来看,该行业的成分股中,水羊股份跌2.30%,贝泰妮、丸美股份、上海家化跌幅居前。从资金上来看,截止发稿,化妆品行业主力净流入为-4445.77万,其中丸美股份受到资金热捧,主力净流入90.63万;拉长时间线来看,该板块近20日主力资金净流入-5.32亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405130947257a5977da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405130947257a5977da&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433271798","title":"丸美股份获东方财富证券增持评级,天猫抖快齐发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2433271798","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2433271798?lang=zh_cn&edition=full","pubTime":"2024-05-08 16:44","pubTimestamp":1715157888,"startTime":"0","endTime":"0","summary":"5月8日,丸美股份获东方财富证券增持评级,近一个月丸美股份获得12份研报关注。研报预计公司主品牌贯彻“大单品+套组”策略,在天猫传统电商及抖快等直营兴趣电商均表现不俗,恋火PL产品条线扩充有望延续高增势能。我们调整公司24-25年并新增26年的盈利预测,预计归母净利润各3.4/4.3/5.3亿元,同比增长31.6%/27.1%/22.8%。研报认为,公司主品牌贯彻“大单品+套组”策略,在天猫传统电商及抖快等直营兴趣电商均表现不俗,恋火PL产品条线扩充有望延续高增势能。风险提示:宏观经济下行风险;电商流量红利消退;新产品孵化不及预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050816451787dfb3c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050816451787dfb3c9&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2433189462","title":"丸美股份:数字化“芯”突破 塑造智能化未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2433189462","media":"中国财富通","top":-1,"share":"https://www.laohu8.com/m/news/2433189462?lang=zh_cn&edition=full","pubTime":"2024-05-06 10:16","pubTimestamp":1714961768,"startTime":"0","endTime":"0","summary":"2023年,丸美股份在全面实施数字化战略的指导下,成功地将智能决策和成本效率提升作为年度核心任务,实现了业务流程和管理层面的重大飞跃。据介绍,在已有的数字化1.0基础上,丸美股份深化了数字技术在企业运营中的广泛应用。丸美股份在供应链管理上同样取得了显著进展。丸美股份表示,公司将继续依托强大的数据分析能力和先进的管理系统,推动所有业务环节的智能化升级,确保在全球美妆行业中保持领先优势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://irb.cfbond.com/api/v1/detail.html?newsid=D9Un1cedJGI%3D","is_publish_highlight":false,"gpt_icon":0},{"id":"2433103812","title":"【国君化妆品】走出低谷,24Q1业绩改善——化妆品板块2023年报及2024一季报总结","url":"https://stock-news.laohu8.com/highlight/detail?id=2433103812","media":"猛哥看商业","top":-1,"share":"https://www.laohu8.com/m/news/2433103812?lang=zh_cn&edition=full","pubTime":"2024-05-05 11:14","pubTimestamp":1714878886,"startTime":"0","endTime":"0","summary":"2023及24Q1化妆品社零弱修复,线上24Q1环比明显改善。2023板块内部分化加剧,化妆品龙头珀莱雅、发力婴童护理拓展的润本业绩持续高增,水羊、丸美边际改善明显,此外港股巨子、上美增速亮眼。化妆品公司基金持仓比例2023Q4提升、2024Q1下降,主要因披露完整性及淡旺季差异,同时23双十一大促偏弱使得市场预期偏低。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405051114598b751fc4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405051114598b751fc4&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431363451","title":"丸美股份获国元证券买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431363451","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431363451?lang=zh_cn&edition=full","pubTime":"2024-04-30 15:08","pubTimestamp":1714460915,"startTime":"0","endTime":"0","summary":"4月30日,丸美股份获国元证券买入评级,近一个月丸美股份获得9份研报关注。研报预计2024-2026年公司实现归母净利润3.49/4.54/5.74亿元。研报认为,公司拥有定位中高端的规模品牌“丸美”以及擅长底妆、崇尚高质和极简的彩妆品牌“恋火”,以差异化定位,满足不同消费需求。风险提示:品牌市场竞争加剧风险;行业景气度下降风险;新品牌表现不达预期风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301516088b652850&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:27","pubTimestamp":1714379267,"startTime":"0","endTime":"0","summary":"证券之星消息,4月29日丸美股份涨5.62%,收盘报29.88元,换手率1.85%,成交量7.41万手,成交额2.21亿元。根据2024基金Q1季报公募基金重仓股数据,重仓该股的公募基金共3家,其中持有数量最多的公募基金为前海联合泳涛混合A。前海联合泳涛混合A目前规模为0.16亿元,最新净值1.3455,较上一交易日上涨0.94%,近一年下跌23.59%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900016979.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431002992","title":"丸美股份获国联证券买入评级,主品牌改善趋势延续,期待线上运营提效","url":"https://stock-news.laohu8.com/highlight/detail?id=2431002992","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431002992?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:54","pubTimestamp":1714377294,"startTime":"0","endTime":"0","summary":"4月29日,丸美股份获国联证券买入评级,近一个月丸美股份获得6份研报关注。研报认为,丸美股份作为国内中高端美妆市场头部企业,自2020年开启数字化转型,三年成效初显,丸美品牌持续改善,线上营收快速增长。预计主品牌势能持续向上与线上渠道运营提效下销售费率持续优化,丸美股份业绩有望延续高增长,建议关注。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291554598b60e247&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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