Group 1 - Kelong Pharmaceutical has seen a reduction in holdings by the China Europe Medical Health Mixed Fund managed by fund manager Ge Lan, from 42.60 million shares at the end of Q2 2025 to 38.20 million shares by the end of Q4 2025, indicating a decrease of 1.87 million shares [1] - The same fund had already begun reducing its stake in Kelong Pharmaceutical in Q3 2025, where the holdings decreased from 42.60 million shares to 40.06 million shares, a reduction of 2.53 million shares [1] - In contrast, the Industrial Bank of China Credit Suisse Frontier Medical Stock Fund managed by Zhao Bei increased its holdings in Kelong Pharmaceutical from 20.00 million shares at the end of Q3 2025 to 22.00 million shares by the end of Q4 2025 [1] Group 2 - Proya, another well-known consumer goods company, announced a share buyback on January 5, 2025, revealing that the Invesco Great Wall Emerging Growth Mixed Fund managed by Liu Yanchun reduced its holdings from 3.33 million shares at the end of Q3 2025 to 2.60 million shares by the end of December 30, 2025, a decrease of over 700,000 shares [2] - Additionally, the fund managed by Hu Xinwei, the Huatai-PineBridge Consumer Industry Mixed Fund, has exited the top ten circulating shareholders of Proya [2]

Group 1 - The Shanghai Composite Index rose by 0.05% on January 7, with 17 industries experiencing gains, led by the comprehensive and coal sectors, which increased by 3.86% and 2.47% respectively [1] - The oil and petrochemical and non-bank financial sectors saw the largest declines, with decreases of 1.73% and 1.13% respectively [1] - The beauty and personal care industry ranked third in terms of decline for the day, falling by 1.03% [2] Group 2 - The beauty and personal care industry experienced a net outflow of 73.58 million yuan, with 29 stocks in the sector, of which only 4 rose while 24 fell [2] - The top three stocks with the largest net outflows in the beauty and personal care sector were Qingdao Kingking, Aimeike, and Furida, with outflows of 43.47 million yuan, 21.05 million yuan, and 15.05 million yuan respectively [2][3] - The stock with the highest net inflow was Shuiyang Co., with an inflow of 18.80 million yuan, followed by Perleya and Zhongshun Jierou with inflows of 10.12 million yuan and 9.53 million yuan respectively [2][3]

Group 1 - The cosmetics sector experienced a decline of 0.93% on January 7, with Jiaheng Jiahua leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key individual stock performances in the cosmetics sector included Bawei Co. up 0.85% and Jiaheng Jiahua down 4.96% [2] Group 2 - The net outflow of main funds in the cosmetics sector was 57.67 million yuan, while retail investors saw a net inflow of 39.72 million yuan [2] - The stock with the highest main fund inflow was Shuiyang Co. with 27.77 million yuan, while Jiaheng Jiahua had a significant outflow of 32.2 million yuan [3] - Retail investors showed a negative net flow in several stocks, including Shanghai Jahwa and Kesheng Co. [3]

Group 1 - The cosmetics sector experienced a rise of 0.46% on January 6, with Lafang Jiahua leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] - Lafang Jiahua's closing price was 20.34, reflecting a 1.90% increase, with a trading volume of 52,800 shares and a transaction value of 108 million yuan [1] Group 2 - The cosmetics sector saw a net outflow of 81.97 million yuan from institutional investors, while retail investors had a net inflow of 67.35 million yuan [2] - The trading data indicates that major stocks like Shanghai Jahwa and Lafang Jiahua had mixed net inflows and outflows from different investor types [3] - Shanghai Jahwa had a net inflow of 9.64 million yuan from institutional investors, while it faced outflows from retail investors [3]

Core Viewpoint - The company has announced a share buyback plan and provided updates on the conversion of its convertible bonds, indicating a strategic move to enhance shareholder value and manage capital structure [1][14]. Share Buyback Plan - The company approved a share buyback plan on December 30, 2025, with a total amount not less than RMB 80 million and not exceeding RMB 150 million, at a price not exceeding RMB 100 per share [15]. - The buyback period is set for 12 months from the date of the board's approval [15]. - As of December 31, 2025, the company has not yet initiated the buyback [16]. Convertible Bonds Conversion - As of December 31, 2025, a total of RMB 981,000 of the convertible bonds have been converted into 7,212 shares, representing 0.0026% of the company's total shares before conversion [3][11]. - The total amount of unconverted convertible bonds as of December 31, 2025, is RMB 750,732,000, accounting for 99.8695% of the total issuance [4][12]. - The conversion price of the convertible bonds has been adjusted multiple times, with the latest price being RMB 95.46 per share [5][10].

Group 1 - The company Proya announced on January 5 that as of December 31, 2025, it has not yet initiated a stock buyback program, but it plans to implement this buyback based on market conditions in the future [1] - The iMaotai App has surged to the top of the Apple shopping chart, with 100,000 users placing orders for the limited edition Feitian Moutai priced at 1499 yuan, which quickly sold out [1] - The company has reported that distributors are offering the same price as a promotional effort, with 1,000 boxes selling out rapidly [1]

二、 回购股份的进展情况 | 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-002 | | --- | --- | --- | | 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 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/12/31 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 日~2026 | 年 | 12 | 月 | 30 | 年 | 12 | 月 29 日 | | 预计回购金额 | 8,000万元~15,000万元 | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | 累计已回购股数 | ...

| 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-003 | | --- | --- | --- | | 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 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 珀莱雅化妆品股份有限公司 董 事 会 2026 年 1 月 6 日 二、前十大无限售条件股东持股情况 | 序号 | 股东名称 | 持股数量（股） | 占无限售条件流通股 | | --- | --- | --- | --- | | | | | 比例（%） | | 1 | 侯军呈 | 136,739,037 | 34.53 | | 2 | 方玉友 | 59,625,258 | 15.06 | | 3 | 香港中央结算有限公司 | 10,572,574 | 2.67 | | 4 | 中国农业银行股份有限公司－中证 500 | 3,552,348 | 0.90 | | | 交易型开放式指数证券投资基金 | | | | 5 | 中国工商银行股份有限公司－中证主要 | 3,445,400 | 0.87 | | | 消费交易型开放式指数证券投资基金 ...

| 证券代码：603605 | 证券简称：珀莱雅 | 公告编号：2026-001 | | --- | --- | --- | | 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 可转债转股结果暨股份变动公告 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。 重要内容提示： 累计转股情况：珀莱转债自 2022 年 6 月 14 日开始转股，截至 2025 年 12 月 31 日,累计共有人民币 981,000 元珀莱转债转换为珀莱雅化妆品股份有限公司 （以下简称"公司"）A 股股票，因转股形成的股份数量为 7,212 股，占可转债 转股前公司已发行股份总额的 0.0026%。 未转股可转债情况：截至 2025 年 12 月 31 日，尚未转股的珀莱转债金额为 人民币 750,732,000 元，占珀莱转债发行总量的 99.8695%。 本季度转股情况：自 2025 年 10 月 1 日至 2025 年 12 月 31 日期间，珀莱转 债转股的金额为人民币 6,000 元，因转股形成的股份数量为 6 ...

Core Viewpoint - Proya (603605.SH) has announced that as of December 31, 2025, the company has not yet initiated a stock buyback, but it plans to implement this buyback program based on market conditions in the future [1] Summary by Category - Company Actions - Proya has not commenced any stock buyback as of the specified date [1] - The company intends to evaluate market conditions before proceeding with the buyback plan [1]