"38 quarter" sales performance comes out, the head brand Tmall is shaking tiktok all the way. 1) Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : Winona official flag "38 quarter" period (2.26-3.8 below) GMV is 8573W/+54%, while the trembling "38 tiktok" period (2.27-3.8 below) GMV is 4846W. 2) Bloomage Biotechnology Corporation Limited(688363) : Gmv of runbaiyan official banner is 2426w / + 7%, gmv2916w / + 134%, gmv3518w / + 466%, BM muscle activity is 1726w / + 470%; Jockey channel run 100 Yan / tiktok / /BM GMV 2295W/5408W/797W/2645W. 3) Proya Cosmetics Co.Ltd(603605) : Proya Cosmetics Co.Ltd(603605) Maoqi Gmv is 199 million yuan and Caitang Gmv is 18 million yuan; The channel Proya Cosmetics Co.Ltd(603605) GMV is 6482W, and tiktok GMV is 1302W. According to official War newspaper, Proya Cosmetics Co.Ltd(603605) official flag is the 38 Beauty Festival in Tmall beauty industry TOP5, Jingdong tiktok skin care ranked TOP1, Tmall sales +200%+, sales of voice sales up +100%+. The total sales volume of "early C and late a" of trump suit group is 78000 +; The sales volume of Caitang is + 400% year-on-year, and the master cosmetic disc has been ranked as the top 1 in the highlight category for a second time.
Proya Cosmetics Co.Ltd(603605) Bloomage Biotechnology Corporation Limited(688363) the operating data increased steadily from January to February, and Jahen Household Products Co.Ltd(300955) Huzhou factory obtained the production license. On March 9, Proya Cosmetics Co.Ltd(603605) released the announcement of main business data from January to February of 22 years. During this period, the company achieved a total operating revenue of about 630 million yuan, with a year-on-year increase of about 30%, and a net profit attributable to shareholders of listed companies of about 60 million yuan, with a year-on-year increase of about 35%, with a good sales momentum; On March 9, Bloomage Biotechnology Corporation Limited(688363) released the main operating data from January to February of 22 years. From January to February of 22 years, the company achieved a total operating revenue of about 640 million yuan, a year-on-year increase of about 55% Jahen Household Products Co.Ltd(300955) 3 on the evening of March 9, it was announced that Huzhou Jiaheng, a wholly-owned subsidiary of the company, recently received the cosmetics production license issued by Zhejiang Provincial Food and drug administration. After obtaining the cosmetics production license this time, Huzhou Jiaheng can carry out relevant business activities according to law, which provides qualification guarantee for the commercial production of Huzhou Jiaheng products.
On March 10, the State Food and Drug Administration (SFDA) issued the "FAQ on cosmetics supervision and Administration (III)". The answer mentioned that the registrant and filer of cosmetics can only fill in the raw material submission code provided by the raw material manufacturer, which is associated by the platform, and cosmetics that can be directly identified by senses are exempted from efficacy evaluation. For "old products" that have been registered and filed before May 1, 2021, if the evaluation results cannot support the efficacy claims involved in the product name or label when submitting the efficacy evaluation summary, an application for change may be submitted before the expiration of the transition period. In the future, old products will not be handled directly by cancellation, which also means that the State Food and drug administration is helping the industry understand and digest the new regulations and achieve the "soft landing" of the new regulations.
Investment recommendations: the "three eight eight" of the eight eight of the three eight of the eight eight of the three-eight "cosmetics: the head of China's head of cosmetics, all channel sales and flowering, the head of the medical beauty, the eye of the head of the medical beauty, and a good eye for the country. Be optimistic about the rise of the nation's best make-beauty. The rise of the" dragon "leader" is the rising, recommend ' Poten Environment Group Co.Ltd(603603) recommendations to recommend the Poten Environment Group Co.Ltd(603603) Proya Cosmetics Co.Ltd(603605) 605605605 983 ; The implementation of the monitoring and management measures is beneficial to the upstream "leading" companies in the cosmetics industry, and Nanjing Cosmos Chemical Co.Ltd(300856) , Jahen Household Products Co.Ltd(300955) ; The mood of cultivating diamond sector is gradually warming up, and "leading" enterprises have layout opportunities. Continue to recommend Henan Liliang Diamond Co.Ltd(301071) , North Industries Group Red Arrow Co.Ltd(000519) .
Risk tip: the promotion of new products is less than expected, the demand for cultivating diamonds is less than expected, and the price of raw materials has risen sharply
