贝泰妮（300957.SZ）2月4日在投资者互动平台表示， 目前，薇诺娜等品牌在中东等新兴市场的业务正 处于市场引入与本土化运营的早期阶段。公司对海外市场的长期发展抱有充分耐心与信心，正稳步推进 包括市场教育、渠道建设在内的各项基础工作，致力于为当地消费者提供专业的敏感肌护肤解决方案。 关于具体的市场表现与财务数据，敬请关注公司后续发布的定期报告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问我司薇诺娜和泊美等在中东上市以来表现怎么 样？是否受当地人喜欢？谢谢！ ...

有投资者在互动平台向贝泰妮提问："请问我司薇诺娜和泊美等在中东上市以来表现怎么样？是否受当 地人喜欢？谢谢！" 针对上述提问，贝泰妮回应称："尊敬的投资者，您好！目前，薇诺娜等品牌在中东等新兴市场的业务 正处于市场引入与本土化运营的早期阶段。公司对海外市场的长期发展抱有充分耐心与信心，正稳步推 进包括市场教育、渠道建设在内的各项基础工作，致力于为当地消费者提供专业的敏感肌护肤解决方 案。关于具体的市场表现与财务数据，敬请关注公司后续发布的定期报告。感谢您的关注！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：公告君 ...

Group 1 - The cosmetics sector increased by 1.63% on February 3, with Betaini leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Betaini's stock price rose by 4.14% to 44.01, with a trading volume of 132,000 shares and a transaction value of 585 million yuan [1] Group 2 - The cosmetics sector experienced a net outflow of 18.76 million yuan from institutional investors and 11.72 million yuan from retail investors, while individual investors saw a net inflow of 30.49 million yuan [2] - The trading data for various cosmetics stocks indicates mixed performance, with some stocks like Betaini and Lafang Jiahua showing significant trading activity [2][3] - Betaini had a net outflow of 43.13 million yuan from institutional investors, while retail investors had a net outflow of 25.40 million yuan [3]

Investment Rating - The report maintains a "Recommended" investment rating for the beauty and personal care industry [5][26]. Core Insights - Betaini Group's brand Winona has officially entered the Middle East market, expanding its overseas footprint by opening its first offline store in Doha Mall, Qatar, marking it as the first Chinese functional skincare brand registered in Qatar [5][24]. - The report highlights the global development strategy of companies in the medical beauty sector, emphasizing a transition from single product output to a systematic compliance layout and the value output of "Chinese solutions" [5][26]. - The report suggests focusing on companies with core raw material technology advantages and a full industry chain matrix, such as Marubi Biotechnology, Huaxi Biological, and Juzhi Biological [5][26]. Summary by Sections Recent Market Performance - From January 26 to January 30, 2026, the Shenwan Beauty and Personal Care Index decreased by 3.92% [13]. - The top five gainers in the sector included companies like Four Seasons Medicine and Yisi Health, while the biggest losers included Lafang Cosmetics and Shanghai Jahwa [13]. Industry News - Time安生物's siRNA weight loss drug targeting ALK7 has achieved global simultaneous submission for clinical trials, showcasing the company's global development strategy [18][19]. - The customs authority has introduced nine measures to support the development of the beauty industry, focusing on building Guangzhou as a global cosmetics manufacturing and consumption center [20]. Key Company Announcements - Baiya Co., Ltd. announced plans for share reduction by major shareholders, while Jeya Co., Ltd. plans to recognize asset impairment losses to reflect its financial status accurately [21][22]. Weekly Insights - The opening of Winona's store in Qatar is a significant step in the brand's globalization strategy, receiving recognition from local medical and retail sectors [24][25]. - The report emphasizes the importance of systematic compliance capabilities and clinical validation in the development of medical beauty enterprises [26]. Investment Recommendations - The report recommends focusing on companies with strong R&D capabilities and market positioning, such as Betaini and Aimeike, while also considering traditional brands that are actively transforming [26].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the emergence of HBN, a leading domestic skincare brand, which has submitted its prospectus to the Hong Kong Stock Exchange, indicating strong growth potential in the efficacy skincare market [3][24] - The report emphasizes the importance of emotional consumption themes and suggests focusing on high-quality companies in high-growth sectors [6][49] Summary by Sections Industry Performance Overview - The commercial retail and social services indices reported declines of 4.18% and 3.45% respectively during the week of January 26 to January 30, 2026, ranking 26th and 23rd among 31 primary industries [5][14] - The jewelry sector showed the highest growth, with a weekly increase of 7.07% and a year-to-date increase of 19.39% [15][18] Key Industry Developments - HBN, established in 2019, is recognized as the largest domestic skincare brand in the efficacy skincare segment, with a market share of 0.8% in the Chinese improvement skincare market as of 2024 [24][25] - HBN's revenue for the first three quarters of 2025 reached 1.51 billion yuan, a year-on-year increase of 10.2%, with high-efficacy skincare products accounting for 78.6% of total revenue [29] Investment Recommendations - Investment Theme 1: Focus on high-end gold and fashion jewelry brands, recommending companies like Laopuhuangjin and Chaohongji [6][49] - Investment Theme 2: Highlighting retail companies that adapt to emotional value and intelligent trends, with recommendations for Yonghui Supermarket and Aiyingshi [6][49] - Investment Theme 3: Emphasizing beauty and personal care brands that innovate with emotional value and safe ingredients, recommending brands like Maogeping and Pola [6][50] - Investment Theme 4: Targeting differentiated medical beauty product manufacturers and leading medical beauty institutions, recommending companies like Aimeike and Meilitiantian [6][51]

此次成功登陆中东市场，源于贝泰妮以自主科研驱动的系统性合规能力。凭借基于云南特色植物资源的 研发体系及经过大量临床验证的产品配方，薇诺娜及公司旗下泊美（PURE&MILD）品牌的相关产品已 成功完成在卡塔尔的系统性准入与布局。 未来，贝泰妮将持续践行国家对外开放战略，全力提升公司全球竞争优势。 （编辑 张伟） 本报讯 （记者李如是） 近日，云南贝泰妮生物科技集团股份有限公司（以下简称"贝泰妮"）全球化战略迎来关键进展，旗下核 心品牌薇诺娜（WINONA）正式进入中东市场，首个线下专柜在卡塔尔多哈核心商圈DohaMall隆重开 业，并在多哈地标性建筑费尔蒙酒店举行了开幕仪式。此举标志着薇诺娜迈出了品牌全球化布局的重要 一步。 ...

Market Overview - The cosmetics sector experienced a decline of 0.98% on January 30, with Lafang Family leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Individual Stock Performance - Qingdao Kingking (002094) saw a closing price of 8.75, with an increase of 4.17% and a trading volume of 1.1682 million shares, amounting to a transaction value of 1.02 billion [1] - Lafang Family (603630) closed at 19.21, down 6.38%, with a trading volume of 89,300 shares and a transaction value of 174 million [2] - Shanghai Jahwa (600315) closed at 20.92, down 4.52%, with a trading volume of 163,300 shares and a transaction value of 345 million [2] - Other notable stocks include Beitaini (300957) at 41.89, down 0.85%, and Marubi (603983) at 31.52, down 0.32% [2] Capital Flow Analysis - The cosmetics sector saw a net inflow of 60.2766 million from institutional investors, while retail investors experienced a net outflow of 62.139 million [2] - The main capital inflow was led by Qingdao Kingking with 68.098 million, while retail investors showed significant outflows across various stocks [3] - Shanghai Jahwa had a net inflow of 6.7524 million from institutional investors, but also faced a net outflow of 7.7544 million from retail investors [3]

针对上述提问，贝泰妮回应称："尊敬的投资者，您好！公司始终以开放态度关注各类有助于长期发展 的路径。关于具体的资本运作计划，公司严格依法依规履行信息披露义务。目前，不存在应披露而未披 露的相关重大信息，所有进展请以公司正式公告为准。感谢您的关注！" 作者：公告君 有投资者在互动平台向贝泰妮提问："公司布局国际化，是否考虑港股上市？" 本文源自：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

证券日报网讯1月29日，贝泰妮（300957）在互动平台回答投资者提问时表示，截至2026年1月20日，公 司股东户数为40153户。 ...

瑞财经 1月28日，由瑞财经推出的"2025年度医疗美容业十大杰出人物"榜单揭晓，贝泰妮董事长郭振宇 入选。 "2025年度医疗美容业十大杰出人物"榜单围绕专业能力、业绩表现、行业影响力等维度综合评选得出。 | ------ | | | - - - 1 | | --- | --- | --- | --- | | 1 | 3 | 2 | 1 100 1000 1 1 | | 序号 | 姓名 | 职务 | | --- | --- | --- | | T | 简军 | 爱美客董事长 | | 2 | 赵燕 | 华熙生物董事长 | | 3 | 严建亚 | 巨子生物毒事长 | | 4 | 关晓晖 | 复星医药联席董事长 | | 5 | 刘涛 | 奥园美谷董事长 | | 6 | 申东日 | 朗姿股份董事长 | | 7 | 杨霞 | 锦波生物青事长 | | 8 | 前熔 | 美年健康青事长 | | 9 | 傅海曙 | 瑞丽医美毒事长 | | 10 | ◎ 郭振宇 | 贝泰妮青事长 | | | 榜单尚明:排名不分先后,围绕专业能力、业绩表现 行业是 | | | | 响力等维度综合评选得出。 | | 2025年，郭振宇带领贝泰妮 ...