No Data
LE SALON COSMETIC 360 DÉVOILE SA THÉMATIQUE : « RÉGÉNÉRATIONS »
HK Market Movers | Cosmetics Sector Leads Gains as 618 Sales Report Double-Digit Growth; Analysts Expect Modest Growth to Continue in Q2
The beauty sector led gains, with Linqingxuan (02657.HK) up 8.05% at HK$47.80; Giant Biogene (02367.HK) up 5.5% at HK$28.38; Shanghai Merzy (02145.HK) up 4.9% at HK$27.38; and Mao Geping (01318.HK) up 4.16% at HK$53.95, as of the time of writing.
Cathay Securities and Haitong Securities: Domestic brands are building high-end labels representing Eastern aesthetics; recommend overweighting Mao Geping (01318.HK) and others.
We recommend focusing on established beauty companies that are committed to building premium domestic beauty brands and strategically positioning differentiated color cosmetics brands.
Proya (603605): Reorganizing for a Fresh Start, the 'Double Ten' Strategy Embarks on a New Journey
Investment Highlights: Leading domestic beauty brand Proya has undergone organizational revitalization, the adjustment period is now behind it, and growth is expected to resume in 2026. Proya is the first domestic beauty company to surpass RMB 10 billion in revenue, with compound annual growth rates (CAGRs) for revenue and net profit attributable to shareholders of listed companies reaching
Proya (603605): New Developments – Acquisition + Turning Point
Item: Item One: In 2025, Proya has already acquired a 38.5% stake in Huazhixiao. In 2026, it plans to further invest RMB 351 million in cash to acquire an additional 12.5% equity interest in Huazhixiao. If successfully completed, Proya will hold a controlling 51% stake in Huazhixiao.
Proya (603605): Double-Digit Growth Across All Brands During 618 Shopping Festival, Organizational Restructuring Delivers Turning Point
Investment Highlights: Event: The company released its 618 sales report, with Proya Skincare, professional makeup, scalp and hair care, emerging affordable skincare, trendy color cosmetics, and incubated new brands delivering outstanding performance. During the 618 shopping festival, Proya’s core brand achieved remarkable growth across all channels and throughout the entire ecosystem.