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Proya珀莱雅 603605.SH

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¥121¥55¥61SHARE PRICE股价Industry standards & certifica行业标准与认证Share buyback programs股份回购计划Convertible bond (Proya Convertibl珀莱转债生命周期Energy (Qishi) series能量系列Caitang (彩棠) brand growth彩棠品牌增长Share option & restricted stoc股票期权与限制性股票激励CEO & Chairman RecognitionCEO与董事长荣誉Executive appointments & depar高管任命与离职Huzhou smart factory & capacit湖州智能工厂与产能建设Regulatory & compliance action监管与合规行动Sales milestones & festival ra销售里程碑与购物节排名New product launches & filings新品发布与备案Cyclic Peptide-161 & Ruby seri环肽-161与红宝石系列Annual & quarterly financial r年度与季度财务业绩Business Model & Strategy商业模式与战略Dual Anti essence series双抗精华系列Source Power (Yuanli) series源力系列Yuefuti (悦芙媞) brand growth悦芙媞品牌增长Sunscreen product line防晒产品线Investor relations & analyst c投资者关系与分析师覆盖Executive share reductions高管减持Digital transformation & CDO a数字化转型与CDO任命ESG & sustainability initiativESG与可持续发展倡议Strategic vision & M&A pla战略愿景与并购计划Corporate governance & structu公司治理与结构Trademark & IP litigation商标与知识产权诉讼Shareholder & capital actions股东与资本运作Consumer complaints & disputes消费者投诉与纠纷Supplier Relationships供应商关系R&D centers & university p研发中心与高校合作Global R&D team & executiv全球研发团队与科学家Overseas expansion & Paris cen海外扩张与巴黎中心Executive & Governance Changes高管与治理变动OffRelax & Jingshi haircare brOffRelax与惊时洗护品牌Brand & channel performance up品牌与渠道业绩更新Financial & Investment Updates财务与投资动态Corporate Awards & Rankings企业奖项与排名R&D achievements & publica研发成果与发表Government & Official Visits政府与官方考察Product Pricing & Cost Trends产品定价与成本趋势International Cooperation & Vi国际合作与访问Marketing campaigns & brand am营销活动与品牌代言人R&D & Innovation研发与创新Synthetic biology & AI partner合成生物学与AI合作Credit Ratings信用评级Hong Kong H-share listing香港H股上市Huazhixiao (Flower Knows) acquisit花知晓收购Channel Expansion & Performanc渠道拓展与业绩INSBAHA (原色波塔) brand growth原色波塔品牌增长
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Industry standards & certifications行业标准与认证 7 · 2023-09-01 → 2026-04-01
Release of group standards, high-tech enterprise certification, and other industry recognitions.团体标准的发布、高新技术企业认证及其他行业认可。
2023-09-01Proya, together with SGS and multiple research institutions, jointly released the first group standards for 'Cosmetic Antioxidant Human Test Method' and 'Cosmetic Anti-glycation Human Test Method', providing scientific testing benchmarks for the industry.珀莱雅联合SGS及多家研究机构,共同发布了国内外首个《化妆品抗氧化人体测试方法》和《化妆品抗糖化人体测试方法》团体标准,为行业提供科学检测依据。
2024-01-11Proya received a renewed High-Tech Enterprise Certificate (No. GR202333011241) from Zhejiang provincial authorities, valid for three years from December 8, 2023.珀莱雅收到浙江省科学技术厅等联合颁发的高新技术企业证书(编号GR202333011241),有效期三年,自2023年12月8日起。
2024-06-06Frost & Sullivan certified Proya as 'China's No.1 in early-C late-A skincare product sales for 3 consecutive years (2021-2023)' and 'Leader in China's early-C late-A skincare products (by sales)'.弗若斯特沙利文授予珀莱雅'2021-2023年连续3年中国早C晚A护肤产品销售额第一'及'中国早C晚A护肤产品领导者'市场地位认证。
2024-12-27Proya's 'Zhejiang Key Enterprise Research Institute for Efficacy Cosmetics' was officially recognized as a 'Zhejiang Provincial Key Enterprise Research Institute' by the Zhejiang Provincial Department of Economy and Information Technology, the only cosmetics company on the list.珀莱雅“浙江省功效化妆品重点企业研究院”被浙江省经济和信息化厅认定为“浙江省重点企业研究院”,是名单中唯一来自化妆品企业的研发机构。
2024-12-30Two group standards proposed and drafted by Proya, 'Cosmetic Antioxidant Human Test Method' and 'Cosmetic Anti-glycation Human Test Method', officially implemented, in collaboration with SGS and other institutions.由珀莱雅牵头起草的《化妆品抗氧化人体测试方法》和《化妆品抗糖化人体测试方法》两项团体标准正式实施,联合SGS等机构制定。
2025-08-01Proya was awarded the 'China Light Industry Cosmetics Efficacy Research Engineering Technology Research Center' by the China National Light Industry Council.珀莱雅被中国轻工业联合会授牌为“中国轻工业化妆品功效研究工程技术研究中心”。
2026-04-01Proya was awarded the 'China Light Industry Cosmetics Efficacy Research Engineering Technology Research Center' and 'China Light Industry Top 100 Science and Technology Enterprises' by the China National Light Industry Council.珀莱雅被中国轻工业联合会授牌为“中国轻工业化妆品功效研究工程技术研究中心”,并荣获“中国轻工业科技百强企业”称号。
Share buyback programs股份回购计划 11 · 2024-01-02 → 2026-08-04
Execution of multiple share buyback programs for equity incentives and employee stock ownership plans.为股权激励和员工持股计划执行多项股份回购计划。
2024-01-02Proya announced that as of Dec 31, 2023, it had repurchased 396,000 shares (0.0998% of total equity) at a total cost of RMB 39.08 million, with prices ranging from RMB 97.36 to 99.40 per share.珀莱雅公告,截至2023年12月31日,已累计回购股份39.6万股(占总股本0.0998%),成交总金额3907.68万元,回购价格区间97.36-99.40元/股。
2024-01-31Proya completed its share buyback program, repurchasing 2.2108 million shares (0.5572% of total equity) at a total cost of RMB 192 million, with prices ranging from RMB 77.97 to 100.19 per share.珀莱雅完成股份回购,实际回购221.08万股(占总股本0.5572%),使用资金总额1.92亿元,回购价格区间77.97-100.19元/股。
2025-12-30Proya announced a share buyback plan: 80-150 million yuan (USD 11-21 million) at up to 100 yuan/share, using自有资金, for equity incentives or employee stock ownership plans, within 12 months.珀莱雅公告股份回购计划:金额不低于8000万元、不超过1.5亿元,回购价格不超过100元/股,用于股权激励或员工持股计划,期限12个月。
2026-01-05Proya announced a share buyback plan of RMB 80-150 million at up to RMB 100/share, for future equity incentives or employee stock ownership plans, with a 12-month period starting Dec 30, 2025.珀莱雅公告回购计划,金额8000万至1.5亿元,价格上限100元/股,用于股权激励或员工持股计划,期限12个月(自2025年12月30日起)。
2026-01-15Proya executed its first share repurchase, buying 230,800 shares (0.06% of total) at RMB 69.76-69.95/share, spending RMB 16.12 million.珀莱雅首次实施股份回购,回购23.08万股(占总股本0.06%),价格69.76-69.95元/股,耗资1612万元。
2026-03-02Proya repurchased 429,765 shares (0.11% of total) for ~30.36 million yuan at 69.76-73.00 yuan per share, as part of an 80-150 million yuan buyback plan approved on 2025-12-30 for employee stock ownership or equity incentives.珀莱雅以约3036万元回购约43万股(占总股本0.11%),回购价格区间69.76-73.00元/股,作为2025年12月30日批准的8000万-1.5亿元回购计划的一部分,用于员工持股或股权激励。
2026-04-01Proya disclosed share buyback progress: as of March 31, 2026, it had repurchased 1.547 million shares (0.39% of total equity) for a total of RMB 101 million, with prices ranging from RMB 60.82 to 73.00 per share, for future equity incentives or employee stock ownership plans.珀莱雅披露股份回购进展:截至2026年3月31日,已累计回购154.7万股(占总股本0.39%),总金额1.01亿元,回购价格区间60.82-73.00元/股,用于未来股权激励或员工持股计划。
2026-05-06As of April 30, 2026, Proya had repurchased 1.547 million shares (0.39% of total equity) for a total of 101 million yuan, with prices ranging from 60.82 to 73.00 yuan per share.截至2026年4月30日,珀莱雅累计回购154.7万股(占总股本0.39%),支付总额1.01亿元,成交价区间60.82-73.00元/股。
2026-06-01As of May 31, 2026, Proya repurchased 2.024 million shares (0.51% of total shares) for 128.8 million yuan, with a price range of 57.24-73.00 yuan per share, under a plan of 80-150 million yuan for equity incentives or employee stock ownership.截至2026年5月31日,珀莱雅已累计回购202.45万股(占总股本0.51%),支付资金1.288亿元,回购价格区间57.24-73.00元/股,回购计划总额8000万至1.5亿元,用于股权激励或员工持股计划。
2026-07-01Proya announced a share buyback plan of RMB 80-150 million at up to RMB 100/share for future equity incentives; as of June 30, 2026, it had repurchased 2.02 million shares (0.51% of total) for RMB 128.8 million.珀莱雅公告以不超过100元/股回购8000万至1.5亿元用于股权激励;截至2026年6月30日已回购202.45万股(占总股本0.51%),耗资1.288亿元。
2026-08-04Share buyback progress: as of July 31, 2026, cumulatively repurchased 2.0248m shares (0.51% of total) for RMB 129m at prices between RMB 57.24-73.00; no repurchase in July.股份回购进展:截至2026年7月31日累计回购202.48万股(占总股本0.51%),耗资1.29亿元,成交价57.24-73.00元/股;7月未实施回购。
Convertible bond (Proya Convertible) lifecycle珀莱转债生命周期 12 · 2024-01-02 → 2026-01-06
Management of the convertible bond, including conversion updates, price adjustments, interest payments, and trigger events.可转换债券的管理,包括转股更新、价格调整、付息和触发事件。
2024-01-02Proya convertible bonds (Proya Convertible) saw only RMB 3,000 converted into 30 A-shares during Q4 2023; as of Dec 31, 2023, unconverted bonds totaled RMB 751 million, representing 99.88% of the original issuance.2023年第四季度珀莱转债仅3000元转换为30股A股;截至2023年12月31日,未转股余额约7.51亿元,占发行总量的99.88%。
2024-06-19Due to the 2023 annual dividend, the conversion price of 'Proya Convertible Bond' (113634) was adjusted from 98.25 yuan/share to 97.35 yuan/share, effective June 25, 2024.因2023年度分红,'珀莱转债'(113634)转股价格由98.25元/股调整为97.35元/股,自2024年6月25日起生效。
2024-07-01Proya convertible bonds (Paro Convertible Bond) conversion: from Apr 1 to Jun 30, 2024, only RMB 11,000 converted into 110 shares; total unconverted amount remains RMB 751 million, 99.87% of issuance.珀莱转债转股:2024年4月1日至6月30日,仅1.1万元转为110股;未转股余额7.51亿元,占发行总量99.87%。
2024-12-02Proya convertible bond 'Proya Convertible Bond' third-year interest payment record date is December 6, 2024, interest period from December 8, 2023 to December 7, 2024.珀莱转债第三年付息债权登记日为2024年12月6日,计息期间为2023年12月8日至2024年12月7日。
2025-04-17Proya triggered the 'Proya Convertible Bond' (珀莱转债) price correction clause as stock closed below 85% of conversion price (82.80 yuan) for 10 trading days; if 15 days in 30 are triggered, the company may revise the conversion price.珀莱雅触发“珀莱转债”转股价格修正条款,股票已有十个交易日收盘价低于当期转股价的85%(82.80元/股),若三十个交易日内累计十五个交易日触发,公司将决定是否修正转股价。
2025-06-05Proya announced that its convertible bond 'Proya Convertible Bond' (113634) will stop conversion from June 10, 2025, due to the 2024 annual profit distribution.珀莱雅公告因2024年度权益分派,可转债“珀莱转债”(113634)自2025年6月10日起停止转股。
2025-06-11Proya implemented its 2024 annual cash dividend: RMB 1.19 per share (pre-tax), total ~RMB 469 million, with ex-dividend date June 17, 2025. Convertible bond conversion price adjusted from RMB 97.41 to RMB 96.23 per share.珀莱雅实施2024年度现金分红:每股1.19元(含税),合计约4.69亿元,除权除息日2025年6月17日;可转债转股价由97.41元/股调整为96.23元/股。
2025-07-02As of June 30, 2025, only 0.1289% of Proya convertible bonds (0.969 million RMB) had been converted into shares, with 7,092 shares converted; unconverted balance stood at 751 million RMB.截至2025年6月30日,珀莱转债累计转股金额96.9万元(转股7092股),仅占发行总量的0.1289%,未转股余额7.51亿元。
2025-10-16Proya adjusted 'Proya Convertible Bond' conversion price from RMB 96.26 to RMB 95.46 per share due to interim dividend.珀莱雅因中期分红将“珀莱转债”转股价格从96.26元/股调整为95.46元/股。
2025-11-07Proya triggered the condition for downward revision of the 'Proya Convertible Bond' conversion price, as stock price closed below 85% of the conversion price for 10 trading days.珀莱雅触发“珀莱转债”转股价格向下修正条件,公司股票已有十个交易日收盘价低于当期转股价格的85%。
2025-12-01Proya convertible bond 'Proya Convertible Bond' (issued 2021-12-08, maturity 2027-12-07) will pay its fourth-year interest on 2025-12-08: coupon rate 1.50% (pre-tax), 1.50 yuan per 100 yuan face value.珀莱转债(2021年12月8日发行,2027年12月7日到期)将于2025年12月8日支付第四年利息,票面利率1.50%(税前),每张面值100元兑息1.50元。
2026-01-06Proya disclosed that as of Dec 31, 2025, only RMB 981,000 of 'Proya Convertible Bonds' had been converted into 7,212 shares, with RMB 750.732 million (99.87%) still unconverted; latest conversion price adjusted to RMB 95.46/share.珀莱雅披露截至2025年12月31日,仅98.1万元‘珀莱转债’转股为7212股,尚有7.507亿元(99.87%)未转股;最新转股价调整至95.46元/股。
Energy (Qishi) series能量系列 6 · 2024-01-03 → 2025-10-31
Launch and expansion of the premium anti-aging Energy series, including the first perfume filing in five years.高端抗衰老能量系列的推出与扩展,包括五年来首次香水备案。
2024-01-03Proya launched the Energy Essence (能量精华), a new SKU in its Energy series, priced at RMB 509/30ml, featuring added sandalwood extract to boost cellular energy and collagen production.珀莱雅推出能量系列新品能量精华,定价509元/30ml,新添加紫檀精粹,旨在提高细胞能量、促进胶原蛋白生成。
2024-02-18Proya launched the Energy Series (Qishi Collection) in September 2023, including cream/eye cream/serum/oil targeting mitochondrial aging with proprietary CELLERGY complex, priced above 400 yuan.珀莱雅于2023年9月推出能量系列(启时集致),包括面霜/眼霜/精华油,针对线粒体衰老,采用专研成分组CELLERGY,定价400元以上。
2024-03-08Proya launched its first nourishing essence oil, Qishi Nourishing Essence Oil, using patented hazelnut oil (150-hour refinement) for dry skin barrier repair.珀莱雅推出首款滋养精华油——启时滋养精华油,采用专利榛果油(150小时提炼),修复干皮屏障。
2024-09-03Proya filed a record for a new perfume 'Proya Qishi Jiji Perfume' (100ml) on August 12, 2024, its first perfume filing in five years, likely extending its high-end energy series.珀莱雅于2024年8月12日备案了一款100ml的'珀莱雅启时集致香水',这是时隔五年再度备案香水产品,或为其高端能量系列延伸。
2025-10-31Proya launched new product upgrades: Dual Anti Eye Cream 3.0, Energy Series 2.0, Ruby Mask 3.0, and Ruby Single-Dose Ampoules.珀莱雅推出新品升级:双抗眼霜3.0、能量系列2.0、红宝石面膜3.0及红宝石次抛精华。
Caitang (彩棠) brand growth彩棠品牌增长 13 · 2024-01-03 → 2026-08-24
Growth of the color cosmetics sub-brand Caitang, including ambassador appointments, product launches, and revenue milestones.彩棠彩妆子品牌的增长,包括代言人官宣、产品发布和营收里程碑。
2024-01-03Proya's sub-brand Caitang (彩棠) appointed actress Chen Duling as its first brand ambassador, aligning with its 'simplify complexity' concept for Chinese faces.珀莱雅旗下彩妆品牌彩棠官宣演员陈都灵为首位品牌大使,契合其“化繁为简”展现中国面孔原生之美的理念。
2024-03-12During the 38 promotion period (Mar 1-8), Proya brand achieved Tmall GMV of 495 million yuan (ranked 1st in skincare) and total dual-platform GMV of nearly 700 million yuan; Caitang Tmall GMV was 40.72 million yuan (top 5 in cosmetics).38大促期间(3月1-8日),珀莱雅品牌天猫GMV达4.95亿元(护肤类目第一),双平台GMV近7亿元;彩棠天猫GMV为4071.7万元(彩妆类目前五)。
2024-04-18FY2023 by brand: Proya brand revenue RMB 7.177 billion (+36.36%), Caitang RMB 1.001 billion (+75.06%), OffRelax RMB 215 million (+71.17%), Yuefuti RMB 303 million (+61.82%).2023年分品牌:珀莱雅品牌营收71.77亿元(+36.36%),彩棠10.01亿元(+75.06%),OffRelax 2.15亿元(+71.17%),悦芙媞3.03亿元(+61.82%)。
2024-06-22During the 618 promotion, Proya's main brand ranked No.1 in both Tmall and Douyin beauty categories; Tmall GMV grew over 70% YoY, JD GMV grew over 80% YoY. Sub-brand Caitang ranked No.1 in Tmall domestic color cosmetics, with GMV up over 80% YoY.618大促期间,珀莱雅主品牌蝉联天猫、抖音美妆行业第一;天猫成交金额同比增长超70%,京东同比增长超80%。子品牌彩棠位列天猫国货彩妆第一,成交金额同比增长超80%。
2024-08-27Proya's main brand Proya contributed RMB 3.981 billion in 2024 H1 revenue, +37.67% YoY; sub-brand Caitang (彩棠) revenue was RMB 582 million, +40.57%; OffRelax revenue was RMB 138 million, +41.91%; Yuefuti (悦芙媞) revenue was RMB 161 million, +22.35%.珀莱雅主品牌2024年上半年营收39.81亿元,同比增长37.67%;子品牌彩棠营收5.82亿元,同比增长40.57%;OffRelax营收1.38亿元,同比增长41.91%;悦芙媞营收1.61亿元,同比增长22.35%。
2024-08-27Proya's sub-brand Caitang (彩棠) launched new products including transparent loose powder, balanced柔光 cushion (for combination skin), dry skin cream foundation, and Zhengqing lip jelly in 2024 H1.珀莱雅子品牌彩棠2024年上半年推出透明蜜粉饼、匀衡柔光气垫(混合肌)、干皮粉霜、争青唇冻等新品。
2024-09-17Proya's sub-brand Caitang plans to launch new color series products including blush creams and eyeshadow palettes in H2 2024, coinciding with its 10th anniversary.珀莱雅子品牌彩棠计划2024年下半年推出全新色彩系列,包括腮红膏、眼影盘等新品,配合品牌十周年庆。
2025-04-24Proya's 2024 annual report showed main brand Proya revenue 8.581 billion yuan (+19.55%), accounting for 79.69%; Caitang (彩棠) revenue 1.191 billion yuan (+19%); OffRelax revenue 368 million yuan (+71.1%); INSBAHA (原色波塔) revenue 114 million yuan (+138.36%).珀莱雅2024年年报显示,主品牌珀莱雅营收85.81亿元(+19.55%),占比79.69%;彩棠营收11.91亿元(+19%);OffRelax营收3.68亿元(+71.1%);原色波塔营收1.14亿元(+138.36%)。
2025-06-09Proya's sub-brand Caitang filed a new product 'Jing Tou Yun Xi Mask' (净透云息面膜), signaling its expansion into the skincare category.珀莱雅旗下彩妆品牌彩棠完成“净透云息面膜”备案,释放跨界布局护肤领域的信号。
2025-08-26Proya's H1 2025 brand breakdown: Proya brand revenue 3.979 billion yuan (-0.1% YoY), Caitang 705 million yuan (+21.1%), OR 279 million yuan (+102.5%), Yuefuti 166 million yuan (+3.3%), Inscoha 97 million yuan (+80.2%).珀莱雅2025年上半年品牌拆分:珀莱雅品牌营收39.79亿元(同比-0.1%),彩棠7.05亿元(+21.1%),OR 2.79亿元(+102.5%),悦芙媞1.66亿元(+3.3%),原色波塔0.97亿元(+80.2%)。
2026-08-24By brand in H1: main brand Proya revenue RMB 3.692bn (-7.19%), Caitang RMB 551m (-21.93%), OffRelax RMB 477m (+70.81%), Yuanshebota RMB 313m (+222.23%), Jingshi RMB 82m (+103.53%).上半年分品牌:主品牌珀莱雅营收36.92亿元(-7.19%),彩棠5.51亿元(-21.93%),OffRelax 4.77亿元(+70.81%),原色波塔3.13亿元(+222.23%),惊时0.82亿元(+103.53%)。
Share option & restricted stock incentives股票期权与限制性股票激励 9 · 2024-01-03 → 2026-07-24
Granting, adjustment, unlocking, and repurchase of share options and restricted stock under employee incentive plans.员工激励计划下股票期权和限制性股票的授予、调整、解锁和回购。
2024-01-03Proya granted 20 million share options (2.01% of issued shares) to 124 employees, including 600,000 options each to four senior executives: Fang Juan, Ye Juan, Zhang Huijuan, and Yan Yajuan.珀莱雅向124名雇员授出2000万份购股权(占已发行股本2.01%),其中向四位核心高管方娟、叶娟、张慧娟、严亚娟各授出60万份。
2024-10-20Proya announced the repurchase and cancellation of 510,000 restricted shares due to 18 resigning employees and 3 employees failing 2023 performance assessment. Repurchase price adjusted to RMB 54.203 per share, expected completion on October 23, 2024.珀莱雅公告回购注销51万股限制性股票,涉及18名离职激励对象和3名2023年绩效考核未达标员工,回购价格调整为54.203元/股,预计2024年10月23日完成。
2024-10-31Proya had 604,500 restricted shares (0.15% of total share capital) from equity incentive plans become eligible for unlocking on October 31, 2024.珀莱雅于2024年10月31日有60.45万股股权激励限售股份解禁,占总股本比例0.15%。
2025-09-08Proya's board approved the third release period of the 2022 restricted stock incentive plan, releasing 570,000 shares for 57 eligible participants.珀莱雅董事会批准2022年限制性股票激励计划第三个解除限售期,解除57名激励对象共57万股。
2026-04-21Proya announced a 2026 employee stock ownership plan (draft), with performance target: 2026 revenue or net profit growth of no less than 5% versus 2025 base.珀莱雅发布2026年员工持股计划(草案),业绩考核目标为:以2025年为基数,2026年营收或净利润增长率不低于5%。
CEO & Chairman RecognitionCEO与董事长荣誉 3 · 2024-01-07 → 2024-07-24
CEO Fang Yuyou named to Forbes China Best CEO list twice; chairman Hou Juncheng won brand sustainability award at Moganshan Conference.CEO方玉友两次入选福布斯中国最佳CEO榜单;董事长侯军呈在莫干山大会获品牌可持续发展奖。
2024-01-07Proya co-founder and CEO Fang Yuyou was named to Forbes China's 2023 Best CEO list, recognized for leading the company through market turbulence with consistent revenue and profit double-digit growth for five consecutive years.珀莱雅联合创始人兼CEO方玉友入选福布斯2023中国最佳CEO榜单,因其带领公司连续五年营收和净利润双位数增长。
2024-05-12Proya chairman Hou Juncheng (侯军呈) attended the World Brand Moganshan Conference; Proya won the 'Top 10 Innovation Cases for Sustainable Development of Chinese and Foreign Brands' award.珀莱雅董事长侯军呈出席世界品牌莫干山大会,珀莱雅荣获“中外品牌可持续发展十大创新案例”称号。
2024-07-24Proya CEO Fang Yuyou (方玉友) named to Forbes China 2024 Best CEO list.珀莱雅CEO方玉友入选福布斯中国2024年最佳CEO榜单。
Executive appointments & departures高管任命与离职 15 · 2024-01-11 → 2026-07-26
Key changes in the C-suite and senior management, including CEO transition, CMO/CFO departures, and new appointments.高管团队的关键变动,包括CEO更替、CMO/CFO离职和新任命。
2024-01-11Proya CMO Ye Wei resigned from the company, citing personal career plans; the departure was described as a normal personnel change not affecting overall operations.珀莱雅首席营销官叶伟因个人职业规划离职,公司称系正常人事变动,不影响整体运作。
2024-07-18Former Proya Chief R&D Officer Jiang Ligang (蒋丽刚) joined Baiqueyan (百雀羚) as CTO/Chief R&D Officer, after 14 years at Proya (2008-2022).珀莱雅前首席研发官蒋丽刚入职百雀羚担任首席技术官/首席研发官,此前在珀莱雅任职14年(2008-2022)。
2024-09-12Proya held its 2024 first extraordinary general meeting and 4th board meeting, electing Hou Juncheng as chairman, appointing Hou Yameng (son of Hou Juncheng) as general manager, replacing co-founder Fang Yuyou who stepped down for personal reasons but remains as board advisor.珀莱雅召开2024年第一次临时股东大会及第四届董事会第一次会议,选举侯军呈为董事长,聘任侯亚孟(侯军呈之子)为总经理,接替因个人原因卸任的联合创始人方玉友,方玉友留任董事会顾问。
2024-09-12Proya's board appointed Jin Yanhua as deputy general manager, Wang Li as deputy general manager, board secretary and CFO, and Wang Xiaoyan as securities representative, all for a three-year term.珀莱雅董事会聘任金衍华为副总经理,王莉为副总经理、董事会秘书、财务负责人,王小燕为证券事务代表,任期三年。
2025-05-19Wang Li resigned as Vice President, Board Secretary, and CFO due to personal career planning, effective immediately. Chairman Hou Juncheng temporarily assumes Board Secretary duties; GM Hou Yameng temporarily assumes CFO duties.王莉因个人职业发展规划辞去副总经理、董事会秘书及财务负责人职务,即日生效。董事长侯军呈暂代董事会秘书,总经理侯亚孟暂代财务负责人。
2025-06-03Founder's son Hou Yameng took over as GM less than a year ago; multiple key executives have left: former R&D director Jiang Ligang (2022 to Baiqueyan), former CMO Ye Wei (2024 to Shanghai Jahwa), former chief scientist Wei Xiaolan, and former VP/board secretary/CFO Wang Li (resigned May 2025).创始人儿子侯亚孟接任总经理不到一年,多位核心高管离职:原研发总监蒋丽刚(2022年去百雀羚)、原首席营销官叶伟(2024年去上海家化)、原首席科学官魏晓岚、原副总经理/董秘/财务负责人王莉(2025年5月辞职)。
2025-06-16Proya appointed Wang Yifeng (汪奕峰), former L'Oréal, Beiersdorf, Amorepacific (Laneige China GM) executive, as Head of Product Development and Deputy GM of Incubation Brands.珀莱雅任命前欧莱雅、拜尔斯道夫、爱茉莉太平洋(兰芝中国总经理)高管汪奕峰为产品开发负责人兼孵化品牌副总经理。
2025-08-28Proya appointed Guo Xiao as Chief Marketing Officer (CMO), formerly CMO of Pop Mart and Jiaduo, and marketing head of Afu essential oils.珀莱雅任命果小为首席营销官(CMO),此前曾任泡泡玛特CMO、蕉下CMO、阿芙精油市场负责人。
2025-09-01Proya appointed Fan Mingxi, with an international investment banking background, as an independent director, and Xue Xia as the board secretary.珀莱雅任命具备国际投行背景的范明曦为独立董事,薛霞为董事会秘书。
2026-05-12Proya appointed Wu Meng, former co-CEO of Marubi, as its first Chief Growth Officer (CGO), effective immediately.珀莱雅任命丸美生物前联席CEO吴梦为首任首席增长官(CGO)。
2026-06-05Proya's new Chief Growth Officer appointed, expected to end governance pains and improve channel and sales efficiency.珀莱雅新任首席增长官到位,有望结束前期治理阵痛期,提升渠道与销售效率。
2026-07-26Proya appointed Wu Meng (吴梦) as its first-ever Chief Growth Officer (CGO), a new position in the company's 23-year history; Wu has over 20 years of retail management experience, previously at Chando (自然堂) and Marubi (丸美).珀莱雅任命吴梦为首席增长官(CGO),这是公司成立23年来首次设立该岗位;吴梦拥有超20年零售管理经验,曾任职自然堂集团和丸美生物。
Huzhou smart factory & capacity buildout湖州智能工厂与产能建设 5 · 2024-01-24 → 2026-05-07
Development of the Huzhou 5G smart factory, including certifications, groundbreaking for a new plot, and completion of fundraising projects.湖州5G智能工厂的发展,包括认证、新地块奠基及募投项目完工。
2024-01-24Proya's 5G smart factory was recognized as a 2023 Zhejiang Provincial Smart Factory, built with an investment of RMB 560 million, integrating SAP ERP, WMS, MES and other systems for full supply chain digital management.珀莱雅5G智能工厂入选2023年浙江省智能工厂认定名单,该工厂投资5.6亿元,集成了SAP ERP、WMS、MES等系统实现全供应链数字化管理。
2024-04-02Proya's Huzhou branch was recognized as a '2023 Zhejiang Province Smart Factory' and previously as a '2023 Zhejiang Provincial Green Low-Carbon Factory'.珀莱雅湖州分公司被认定为“2023年浙江省智能工厂”,此前已被认定为“2023年浙江省级绿色低碳工厂”。
2024-10-30Proya held the groundbreaking ceremony for its smart factory (Longchi plot) project in Huzhou, Zhejiang. The project covers about 70 mu, will introduce 45 fully automated production lines, and aims to be a zero-carbon factory.珀莱雅智能工厂(龙驰地块)项目在浙江湖州举行开工仪式,项目占地约70亩,将引入45条全自动化生产线,致力于打造零碳工厂。
2025-06-27Proya disclosed that the Huzhou expansion production base and Longwu R&D center projects under the convertible bond fundraising have been completed; the IT system upgrade project is delayed to December 2025.珀莱雅披露可转债募投项目湖州扩建生产基地及龙坞研发中心已结项,信息化系统升级建设延期至2025年12月。
2026-05-07Proya released its 2025 Sustainability Report, achieving six core ESG goals ahead of schedule; its Huzhou 5G smart factory was rated an 'advanced-level smart factory', and it won the IFSCC 2025 Top 10 Basic Research Award.珀莱雅发布2025年度可持续发展报告,六大核心ESG目标超额达成;湖州5G智能工厂获评'先进级智能工厂',并摘得IFSCC 2025十大基础研究奖。
Regulatory & compliance actions监管与合规行动 2 · 2024-02-02 → 2024-03-08
Regulatory penalties, auditor changes, and compliance-related disclosures.监管处罚、审计师变更及合规相关披露。
2024-02-02Proya changed the signing certified public accountant for its 2023 annual audit to Yin Zhibin and Wu Shaofang, as notified by Tianjian Accounting Firm.珀莱雅将2023年度审计报告签字注册会计师变更为尹志彬、吴少芳,由天健会计师事务所通知。
2024-03-08Proya's Women's Day marketing campaign featuring male perspectives sparked controversy, leading to two trending topics and eventual removal of the content.珀莱雅三八妇女节营销因加入男性视角引发争议,登上两个热搜词条,相关宣传内容已下线。
Sales milestones & festival rankings销售里程碑与购物节排名 15 · 2024-02-06 → 2026-07-01
Achievements in major shopping festivals (Double 11, 618, 38) and certifications of market leadership.在主要购物节(双11、618、38节)的成就和市场领导地位的认证。
2024-02-06Proya ranked first in beauty category GMV on Tmall and Douyin during 2023 Double 11, surpassing L'Oreal and Estee Lauder.2023年双11,珀莱雅在天猫和抖音美妆类目GMV排名第一,超越欧莱雅和雅诗兰黛。
2024-02-27Proya achieved A-share domestic beauty revenue leader in 9M 2023 with 5.249 billion yuan, and won Tmall and Douyin beauty category top 1 during 2023 Double 11.珀莱雅2023年前三季度以52.49亿元营收成为A股国货美妆营收第一,并在2023年双11获天猫和抖音美妆类目第一。
2024-03-12In Jan-Feb 2024, Proya Tmall GMV totaled about 542 million yuan (Feb ranked 1st in skincare); Feb Douyin GMV exceeded 276 million yuan, up 85.1% YoY.2024年1-2月,珀莱雅天猫GMV总计约5.42亿元(2月护肤类目第一);2月抖音GMV超2.76亿元,同比增长85.1%。
2024-07-09Proya's Tmall GMV for 618 promotion grew 70% YoY, ranking No.1 in Tmall beauty & skincare full-cycle brand list; Douyin channel GMV grew 110% YoY, ranking No.1 in Douyin skincare brand list.珀莱雅618大促:天猫成交额同比增长70%,登顶天猫美容护肤及美妆全周期品牌榜第一;抖音成交额同比增长110%,获抖音护肤品牌总榜第一。
2024-10-24During the first day of Tmall Double 11 pre-sale, Proya ranked No.1 in both the FMCG and beauty categories, achieving over RMB 100 million in sales within 5 minutes of launch.天猫双11抢先购首日,珀莱雅拿下快消、美妆类目双第一,开售5分钟即破亿。
2024-11-12Proya ranked No.1 in Tmall domestic beauty and Tmall overall beauty during Double 11 (Oct 8 - Nov 11, 2024); platform GMV grew over 10% YoY; retained top spot for second consecutive year.珀莱雅在2024年双11期间(10月8日-11月11日)位列天猫国货美妆第1、天猫美妆第1,平台成交金额同比增长超10%,连续两年蝉联天猫榜首。
2024-12-13Proya ranked No.1 in beauty sales on both Tmall and Douyin during the 2024 Double 11 full period.2024年双11全周期,珀莱雅在天猫和抖音双渠道美妆销量均排名第一。
2025-03-08Proya ranked first in Tmall beauty category during the 3.8 Women's Day promotion, maintaining the top spot since 2023 Double 11; also ranked high on Douyin beauty list.珀莱雅在3.8大促期间蝉联天猫美妆类目成交榜首,自2023年双11以来持续占据第一;在抖音美妆榜单也排名前列。
2025-06-23During the 2025 618 shopping festival, Proya's main brand ranked No.1 on Tmall beauty skincare category and No.2 on Douyin beauty skincare category.2025年618大促期间,珀莱雅主品牌位列天猫美容护肤类目第一、抖音美容护肤类目第二。
2025-08-26Proya's 618 promotion results: Tmall flagship store ranked #1 in beauty, Douyin ranked #2 in beauty; OR Tmall dual-store GMV ranked #6 in hair care, #1 among domestic brands, with GMV up over 110% YoY.珀莱雅618大促结果:天猫旗舰店美妆排名第1,抖音美妆排名第2;OR天猫双店美护发行业排名第6、国货第1,GMV同比增长超110%。
2025-11-13Proya ranked No. 2 in Tmall's Double 11 fast-moving consumer goods total sales ranking for the 2025 season.珀莱雅在2025年天猫双十一快消行业总成交榜中位列第二。
2026-06-15Proya's main brand ranked No.1 on Tmall beauty skincare during 618 first week; on Douyin in May it returned to No.1 in beauty skincare with double-digit YoY growth.珀莱雅主品牌登顶天猫美妆618首周成交榜;5月抖音重回美妆护肤行业榜第一,同比增速双位数。
2026-06-27During 618, Proya main brand ranked No.1 on Tmall beauty and personal care; OR (OffRelax) ranked Top 4 on Tmall and Douyin hair care; Caitang ranked Top 10 on Tmall color cosmetics; Huazhixiao Tmall GMV 116 million yuan (+104.5% YoY), Douyin GMV 135 million yuan (+22.3% YoY).618期间,珀莱雅主品牌登顶淘天美容护理类目榜首;洗护品牌OR位列淘天及抖音美发护发TOP4;彩棠位列淘天彩妆香水TOP10;花知晓淘天GMV 1.16亿元(同比增104.5%),抖音GMV 1.35亿元(同比增22.3%)。
2026-07-01Proya's 618 shopping festival results beat expectations, ranking No.1 in Tmall beauty/skincare, No.1 in Douyin domestic skincare, and No.1 in JD domestic beauty, with multi-brand momentum improving.珀莱雅618全域霸榜,包揽天猫美妆/护肤双第一、抖音国货护肤NO.1、京东国货美妆NO.1,多品牌拐点已现。
New product launches & filings新品发布与备案 7 · 2024-02-07 → 2025-11-17
Various new product launches, filings, and trademark applications across brands.各品牌的新品发布、备案和商标申请。
2024-02-07Proya filed 15 new trademark applications including 'SEBOPLEX' and 'Jingshi AWAKEN SEEDS', bringing total registered trademarks to 1,986.珀莱雅新提交15件商标注册申请,包括“SEBOPLEX”和“惊时 AWAKEN SEEDS”,累计注册商标达1986件。
2025-01-05Proya submitted 5 new trademark applications for 'Kawati' and 'Kawayi' etc., holding 2011 registered trademarks total.珀莱雅新提交“卡瓦媞”、“卡瓦贻”等5件商标注册申请,共持有注册商标2011件。
2025-04-11Proya launched new 'Optical Water & Lotion' (光学水乳) containing exclusive brightening ingredient '335', developed over 14 years, targeting dual-pathway autophagy for skin brightening.珀莱雅推出新品光学水乳,含历经14年研发的独家焕亮成分335,通过外自噬降解+内降解双通路实现焕亮。
2025-05-28Proya launched its first medical-device (械字号) product on Xiaohongshu: medical recombinant collagen dressing (苏械注准20242141041), targeting post-procedure repair, marking its entry into the medical aesthetics sector.珀莱雅在小红书官号推出首款械字号产品——医用重组胶原蛋白敷贴(苏械注准20242141041),主打医美术后修护,标志着正式涉足医美行业。
2025-11-17Proya filed trademark applications for 'Proya Men' and registered several men's skincare products (essence cream, essence lotion), re-entering the men's skincare segment.珀莱雅申请“珀莱雅男士”英文商标并备案多款男士护肤产品,重新杀回男士护肤赛道。
Cyclic Peptide-161 & Ruby series环肽-161与红宝石系列 9 · 2024-02-18 → 2025-08-18
Development and rollout of China's first patented cyclic peptide raw material and its application across the Ruby skincare line.中国首个专利环肽原料的开发及其在红宝石系列中的推广应用。
2024-02-18Proya successfully developed China's first exclusive patented cyclic peptide raw material 'Cyclic Peptide-161' for cosmetics, applied in Ruby Cream 3.0 to boost collagen and anti-aging.珀莱雅成功研发出中国美妆首款独家专利环肽新原料“环肽-161”,应用于红宝石面霜3.0,促进胶原蛋白和抗衰老。
2024-02-19Proya Ruby Cream 3.0 features a liquid crystal structure to enhance cyclic peptide penetration by 2x, and includes a 'five-signal peptide + arnica extract' combination to boost 4 key collagens and elastic fibers.珀莱雅红宝石面霜3.0采用液晶结构将环肽渗透提升2倍,并包含“五重信号肽+山金车花提取物”组合,促进4大关键胶原和弹性纤维再生。
2024-04-02Proya filed a new备案 for the 3.0 version of its best-selling 'Ruby Essence' (珀莱雅赋能鲜颜淡纹紧致精华液), expected to launch this year.珀莱雅为畅销大单品“红宝石精华”3.0版本进行了备案,预计今年上新。
2024-04-18In H2 2023, Proya launched China's first patented cyclic peptide new原料 approved for备案, applied in 'Ruby Face Cream 3.0'.2023年下半年,珀莱雅发布了中国美妆首款备案通过的专利环肽新原料,并将其应用于“红宝石面霜3.0”中。
2024-05-15Proya launched Ruby Essence 3.0 (红宝石精华3.0) featuring the first patented cyclic peptide raw material 'Cyclic Peptide-161' (环肽-161, patent ZL202210368579.1) in China's cosmetics sector, combined with 20% hexapeptide-1 and 0.1% retinol.珀莱雅推出红宝石精华3.0,添加中国美妆领域首款专利环肽新原料“环肽-161”(专利号ZL202210368579.1),协同20%六胜肽-1和0.1% A醇。
2024-05-29Proya launched Ruby Face Cream 3.0 (红宝石面霜3.0) with a liquid crystal structure to enhance cyclic peptide penetration by 2x, featuring 'five-signal peptide + Arnica extract' and silymarin to boost collagen by up to 722% in 4 hours.珀莱雅推出红宝石面霜3.0,采用液晶结构将环肽渗透提升2倍,延续“五重信号肽+山金车花提取物”组合,水飞蓟素4小时促胶原最高提升722%。
2024-06-26Proya released the new Red Gem Face Cream 3.0, featuring China's first exclusive patented cyclic peptide ingredient 'Cyclic Peptide-161' and a dual cyclic peptide complex, with 7-fold collagen-boosting efficacy.珀莱雅发布全新红宝石面霜3.0,采用中国首款独家专利环肽新原料'环肽-161'及双环肽组合,实现7倍增效胶原。
2024-08-27Proya upgraded core hero products: launched Red Gem Essence 3.0 (with first patented cyclic peptide in China) and Source Force Cream 2.0 (with global exclusive ingredient XVII-type recombinant collagen); introduced new product lines Jingyuan (净源) for oily skin, Guangxue (光学) for brightening, and Dunhu (盾护) sunscreen.珀莱雅升级核心大单品:推出红宝石精华3.0(中国美妆领域首款专利环肽新原料)和源力面霜2.0(全球独家成分XVII型重组胶原蛋白);推出针对油皮的净源系列、提亮的光学系列及盾护防晒新品。
2025-08-18Proya officially announced actress Song Jia as the global skincare brand ambassador, highlighting the 'exclusive dual-ring peptide technology' for the Red Gemstone cream.珀莱雅正式宣布演员宋佳成为品牌护肤全球代言人,突出“独家双环肽科技”用于红宝石面霜。
Annual & quarterly financial results年度与季度财务业绩 37 · 2024-02-20 → 2026-08-24
Reporting of annual, quarterly, and half-year financial results, including revenue, profit, and margin data.年度、季度和半年度财务业绩的披露,包括收入、利润和利润率数据。
2024-02-20Proya reported 9M 2023 revenue of 5.249 billion yuan, up 32.47% YoY, and net profit of 746 million yuan, up 50.60% YoY.珀莱雅2023年前三季度营收52.49亿元,同比增长32.47%;净利润7.46亿元,同比增长50.60%。
2024-05-06Proya 2023 annual report: revenue 8.905 billion yuan, +39.45% YoY; net profit 1.194 billion yuan, +46.06% YoY; sales expense 3.972 billion yuan (44.61% of revenue), R&D expense 174 million yuan (1.95% of revenue).珀莱雅2023年报:营收89.05亿元,同比+39.45%;归母净利润11.94亿元,同比+46.06%;销售费用39.72亿元(占收入44.61%),研发费用1.74亿元(占收入1.95%)。
2024-05-08Proya 2024 Q1 results: revenue 2.182 billion yuan, +34.56% YoY.珀莱雅2024年一季度业绩:营收21.82亿元,同比+34.56%。
2024-08-27Proya reported 2024 H1 revenue of RMB 5.001 billion, +37.9% YoY; net profit attributable to shareholders of RMB 702 million, +40.48% YoY; EPS of RMB 1.78.珀莱雅发布2024年半年度报告:营业收入50.01亿元,同比增长37.9%;归母净利润7.02亿元,同比增长40.48%;基本每股收益1.78元。
2024-08-27Proya's 2024 H1 net cash flow was RMB 346 million, down 58.15% YoY; operating cash flow was RMB 662 million; investing cash flow was RMB 193 million; financing cash flow was -RMB 509 million.珀莱雅2024年上半年净现金流为3.46亿元,同比下滑58.15%;经营性现金流6.62亿元,投资性现金流1.93亿元,融资性现金流-5.09亿元。
2024-08-27Proya's 2024 H1 sales expense was RMB 2.34 billion, +48.08% YoY, with a sales expense ratio of 46.78% (up from 43.56% in 2023 H1), mainly due to increased live-streaming and promotion costs.珀莱雅2024年上半年销售费用为23.40亿元,同比增长48.08%,销售费用率46.78%(上年同期43.56%),主要因达播占比提升及推广费用增加。
2024-08-27Proya's 2024 H1 gross margin was 69.82%, -0.69 pct YoY, mainly due to increased 618 promotion intensity and higher live-streaming (dabo) ratio.珀莱雅2024年上半年毛利率为69.82%,同比下降0.69个百分点,主要因618促销力度加大及达播占比提升。
2024-08-27Proya's 2024 H1 R&D expense was RMB 945 million, with a ratio of 1.89% (down 0.63 pct YoY).珀莱雅2024年上半年研发费用为9.45亿元,研发费用率1.89%,同比下降0.63个百分点。
2024-08-27Proya's 2024 H1 net cash flow from operations was RMB 662 million, down 58.15% YoY, attributed to payment cycle impacts.珀莱雅2024年上半年经营性现金流净额为6.62亿元,同比下滑58.15%,受支付账期影响。
2024-10-24Proya reported Q3 2024 results: Q3 revenue RMB 1.965 billion (+21.15% YoY), net profit RMB 298 million (+20.72% YoY); 9M 2024 revenue RMB 6.966 billion (+32.72% YoY), net profit RMB 999 million (+33.95% YoY).珀莱雅发布2024年第三季度业绩:第三季度营收19.65亿元(同比+21.15%),净利润2.98亿元(同比+20.72%);前三季度营收69.66亿元(同比+32.72%),净利润9.99亿元(同比+33.95%)。
2024-11-01Proya released 2024 Q3 results: Q3 revenue 1.965 billion yuan (+21.15% YoY), net profit 298 million yuan (+20.72% YoY); first 9 months revenue 6.966 billion yuan (+32.72% YoY), net profit 999 million yuan (+33.95% YoY). R&D expenses 142 million yuan in first 9 months (+10.53% YoY).珀莱雅发布2024年第三季度业绩:Q3营收19.65亿元(同比+21.15%),净利润2.98亿元(同比+20.72%);前三季度营收69.66亿元(同比+32.72%),净利润9.99亿元(同比+33.95%)。前三季度研发费用1.42亿元(同比+10.53%)。
2024-12-03Proya's revenue in the first three quarters of 2024 approached 7 billion yuan, with gross margin of 70.07%, leading domestic beauty listed companies.2024年前三季度珀莱雅营收逼近70亿元,毛利率达70.07%,领跑国货美妆上市公司。
2024-12-10Proya's total assets at end-Q3 2024 were 7.478 billion yuan, up 2.12% from year-end 2023; liabilities fell to 2.561 billion yuan, asset-liability ratio dropped to 34.24% from 39.91%.截至2024年三季度末,珀莱雅总资产74.78亿元,较2023年末增长2.12%;负债降至25.61亿元,资产负债率从39.91%降至34.24%。
2024-12-10Proya's operating cash flow in Q3 2024 fell 49.44% year-on-year, mainly due to increased selling expenses and early payment for goods.2024年第三季度珀莱雅经营活动现金流量净额同比下降49.44%,主要因销售费用增加和提前支付货款。
2025-01-16Proya disclosed that 2024 Q1-Q9 operating cash flow was 404 million yuan, down 49.44% YoY, due to increased sales expenses and earlier promotion payment timing.珀莱雅披露2024年1-9月经营活动现金流净额为4.04亿元,同比下降49.44%,主因销售费用增加及大促支付节点提前。
2025-04-24Proya reported 2024 full-year revenue of 10.778 billion yuan, +21.04% YoY; net profit of 1.552 billion yuan, +30% YoY. Proposed cash dividend of 11.9 yuan per 10 shares (total ~469 million yuan, 30.21% payout ratio).珀莱雅2024年全年营收107.78亿元,同比增长21.04%;净利润15.52亿元,同比增长30%。拟每10股派发现金红利11.9元(合计约4.69亿元,分红率30.21%)。
2025-04-24Proya reported 2025 Q1 revenue of 2.359 billion yuan, +8.13% YoY; net profit of 390 million yuan, +28.87% YoY; EPS 0.99 yuan. Operating cash flow 675 million yuan, +56.78% YoY.珀莱雅2025年一季度营收23.59亿元,同比增长8.13%;净利润3.90亿元,同比增长28.87%;基本每股收益0.99元。经营活动现金流净额6.75亿元,同比增长56.78%。
2025-05-05Proya reported 2024 revenue of RMB 10.78 billion (+21% YoY) and net profit of RMB 1.55 billion (+30% YoY); 2025 Q1 revenue and net profit grew 8% and 29% YoY respectively, beating expectations. Dividend payout ratio planned at 30.2%.珀莱雅公布2024年收入107.8亿元(同比+21%),归母净利润15.5亿元(同比+30%);2025年一季度收入和净利润分别同比增长8%和29%,业绩超预期。预计分红率30.2%。
2025-08-13Proya's 2024 annual revenue exceeded 100 billion yuan for the first time, reaching 107.78 billion yuan, a year-on-year increase of 21.04%.珀莱雅2024年度营业收入首次突破百亿,达107.78亿元,同比增长21.04%。
2025-12-09Proya reported Q3 2025 results: first 9 months revenue 7.098 billion yuan (~USD 1 billion), +1.89% YoY; net profit 1.026 billion yuan, +2.65% YoY. Q3 alone revenue 1.736 billion yuan, -11.63% YoY; net profit 227 million yuan, -23.64% YoY.珀莱雅发布2025年三季度业绩:前三季度营收70.98亿元(约10亿美元),同比增长1.89%;净利润10.26亿元,同比增长2.65%。第三季度营收17.36亿元,同比下滑11.63%;净利润2.27亿元,同比下滑23.64%。
2026-04-21Proya reported 2025 annual results: revenue RMB 10.597 billion (-1.68% YoY), net profit RMB 1.498 billion (-3.5% YoY), EPS RMB 3.81. Proposed dividend of RMB 12 per 10 shares (total ~RMB 473 million). Operating cash flow surged 98.12% to RMB 2.193 billion.珀莱雅发布2025年年报:营收105.97亿元(同比-1.68%),净利润14.98亿元(同比-3.5%),每股收益3.81元。拟每10股派发现金红利12元(合计约4.73亿元)。经营活动现金流净额21.93亿元,同比大增98.12%。
2026-04-21Proya reported Q1 2026 results: revenue RMB 2.305 billion (-2.29% YoY), net profit RMB 367 million (-6.05% YoY), EPS RMB 0.93. Operating cash flow fell 84.16% to RMB 107 million due to lower receivables collection and higher promotion fees.珀莱雅发布2026年一季报:营收23.05亿元(同比-2.29%),净利润3.67亿元(同比-6.05%),每股收益0.93元。经营活动现金流净额1.07亿元,同比下降84.16%,主因收回货款减少及推广费增加。
Business Model & Strategy商业模式与战略 2 · 2024-02-27 → 2025-01-24
CEO detailed DTC shift and hero product launches; GM letter highlighted sub-brand growth and R&D recognition.CEO详解DTC转型与明星产品;总经理公开信强调子品牌增长与研发认可。
2024-02-27Proya CEO Fang Yuyou detailed the company's shift from distribution to DTC model, with online sales share rising from 30% in 2017 to 85% in 2021, and launch of hero products like Ruby Essence and Dual Anti Essence.珀莱雅CEO方玉友详述公司从分销模式转向DTC模式,线上销售占比从2017年的30%升至2021年的85%,并推出红宝石精华和双抗精华等大单品。
2025-01-24Proya GM Hou Yamei published an open letter stating that in 2024, sub-brands showed strong growth, main brand led Tmall and Douyin domestic beauty sales, and Proya was recognized as 'Zhejiang Key Enterprise Research Institute'.珀莱雅总经理侯亚孟发布公开信称,2024年子品牌增长强劲,主品牌蝉联天猫、抖音国货美妆销量榜首,珀莱雅获评“浙江省重点企业研究院”。
Dual Anti essence series双抗精华系列 5 · 2024-03-05 → 2026-04-07
Evolution of the Dual Anti essence line with new versions, whitening certification, and associated marketing campaigns.双抗精华系列的版本迭代、美白特证及相关营销活动。
2024-03-05Proya's subsidiary Zhejiang Meiligu E-commerce Co., Ltd. was fined 200,000 yuan by Xihu District Market Supervision Bureau for false advertising of 'Proya Dual Anti Essence 2.0' (misrepresenting ingredient percentages).珀莱雅子公司浙江美丽谷电子商务有限公司因虚假宣传'珀莱雅双抗精华2.0'(成分含量标注不实)被西湖区市场监管局罚款20万元。
2024-03-08Proya launched Dual Anti Essence 3.0, featuring 99.9% high-purity ergothioneine Max, new ingredient Nox-Age, and 4-fold anti-glycation technology for dual anti-oxidation and anti-glycation.珀莱雅推出双抗精华3.0,采用99.9%高纯度麦角硫因Max、新成分Nox-Age及4重抗糖化科技,实现氧糖双抗。
2025-04-15Proya officially appointed actor Yi Yangqianxi (Jackson Yee) as global brand ambassador, simultaneously launching the new 'Dual Anti-oxidation Essence' (双抗精华) with whitening certification (国妆特字20252452), priced at 239 yuan/30ml.珀莱雅正式官宣演员易烊千玺为品牌全球代言人,同步推出全新双抗精华美白特证版(国妆特字20252452),官方定价239元/30ml。
2025-04-28Proya appointed actor Ma Baiquan as 'Youth Ambassador' (青春大使) on April 23, 2025, to promote the new Dual Anti-oxidation Essence whitening version.珀莱雅于4月23日宣布演员马柏全成为珀莱雅青春大使,共同推广全新双抗精华美白特证版。
2026-04-07Proya published research on its dual-antioxidant essence (whitening special certificate, national cosmetic special character 20252452), decoding the interaction network of oxygen-sugar damage and melanin synthesis, using ingredients like Nox-age, ergothioneine, EUK-134, and naringin.珀莱雅发布双抗精华美白特证版(国妆特字20252452)研究成果,解码氧糖损伤与黑色素合成交互网络,使用Nox-age、麦角硫因、EUK-134、柚皮苷等成分。
Source Power (Yuanli) series源力系列 5 · 2024-03-08 → 2025-07-29
Growth of the Source Power repair line featuring XVII-type recombinant collagen and basement membrane research.以XVII型重组胶原蛋白和基底膜研究为特色的源力修复系列的增长。
2024-03-08Proya launched Source Power Cream 2.0, focusing on basement membrane repair with new collagen repair logic for skin firmness and wrinkle reduction.珀莱雅推出源力面霜2.0,聚焦基底膜修护,革新胶原修护逻辑,提升肌肤紧致与淡纹效果。
2024-09-24Proya launched 'Source Power Essence 3.0' (Yuanli Jinghua 3.0), incorporating its globally exclusive ingredient XVII-type recombinant collagen, developed over 10 years of basement membrane research, for anti-aging and repair.珀莱雅推出'源力精华3.0',应用耗时10年专研基底膜的全球独家成分XVII型重组胶原蛋白,主打抗老修护。
2024-09-24Proya's 'Source Power' series essence cumulative sales from 2021 to 2023 reached over RMB 1 billion, with annual revenues of RMB 120 million, 380 million, and 500 million respectively.珀莱雅'源力'系列精华2021-2023年累计营收突破10亿元,分别贡献1.2亿、3.8亿、5亿元。
2025-06-26Proya's main brand Yuanli series added recombinant collagen ingredients to its products.珀莱雅主品牌旗下的源力系列产品加入了重组胶原蛋白成分。
2025-07-29Proya was certified by Frost & Sullivan as 'China's leading brand in basement membrane repair and anti-aging skincare (by 2024 sales volume)'.珀莱雅获沙利文认证为“中国基底膜作用类修护抗皱护肤品领先品牌(按2024年销量计)”。
Yuefuti (悦芙媞) brand growth悦芙媞品牌增长 3 · 2024-03-15 → 2025-03-14
Expansion of the mass-market Yuefuti brand with new product lines and IP collaborations.大众市场悦芙媞品牌的扩张,包括新产品线和IP联名。
2024-03-15During Feb 24-Mar 8, Proya Tmall GMV grew 30%+ YoY (ranked 1st), JD GMV grew 100%+ (ranked 4th, 1st among domestic brands); Caitang Tmall and Douyin GMV grew 80%+; Yuefuti Tmall GMV grew 100%+, and across four platforms grew 200%+.2月24日至3月8日,珀莱雅天猫GMV同比增长30%+(排名第一),京东GMV同比增长100%+(排名第四,国货第一);彩棠天猫、抖音GMV同比增长80%+;悦芙媞天猫GMV同比增长100%+,四平台合计增长200%+。
2024-08-27Proya's sub-brand Yuefuti (悦芙媞) launched new products including spot-essence, soybean milk makeup remover, and upgraded sunscreen in 2024 H1, and collaborated with IP Loopy for limited-edition cleansing line.珀莱雅子品牌悦芙媞2024年上半年推出点痘精华、豆乳卸妆膏、雪糕防晒(升级)等新品,并与IP Loopy联名推出清洁线限定款。
2025-03-14Proya disclosed that its subsidiary brand Yuefuti (悦芙媞) has launched acne-care products including cleansing honey, filter water, spot essence, and redness-repair essence.珀莱雅披露旗下品牌悦芙媞已推出痘肌护理产品,包括洁颜蜜、滤镜水、点痘精华和修红精华。
Sunscreen product line防晒产品线 7 · 2024-03-18 → 2025-08-26
Development of the sunscreen portfolio from new launches to global ambassador appointments and patented film technology.防晒产品组合的发展,从新品发布到全球代言人官宣及专利膜技术。
2024-03-18Proya launched new sunscreen product 'Qingxiang Sunshine Shield Sunscreen Liquid' with SPF50+ PA++++, featuring Air Super Film Protection Technology for water/sweat/friction resistance.珀莱雅推出防晒新品'轻享阳光盾护防晒液',SPF50+ PA++++,采用Air超膜防护科技,耐水耐汗耐摩擦。
2024-05-28Proya launched Cloud Shield Sunscreen (云朵防晒霜), a physical sunscreen with natural plant extract Buddleja officinalis, free of alcohol, fragrance, and parabens.珀莱雅推出云朵防晒霜,为物理防晒剂,添加天然植物防护剂密蒙花提取物,不含酒精、香精和尼泊金酯类防腐剂。
2024-10-22Proya brand won the '2023 China Cosmetics Industry Brand - Sunscreen Category' award at the China Association of Fragrance Flavour and Cosmetic Industries (CAFFCI) conference, and also received four authoritative awards from CAFFCI.珀莱雅品牌在中国香料香精化妆品工业协会大会上荣获“2023年度中国化妆品行业品牌-防晒类”奖项,并共获四项权威奖项。
2025-02-21Proya officially appointed Liu Yifei as its global sunscreen spokesperson and launched the new 'Ultra Membrane Silver Tube' sunscreen product, featuring patented point-array light-strike film technology and dual certification.珀莱雅正式官宣刘亦菲成为防晒全球代言人,并推出全新「超膜银管」防晒产品,搭载独家专利点阵击光超膜科技,获双特证。
2025-02-27Proya detailed its 'Ultra Membrane Silver Tube' sunscreen (Proya Light Enjoy Sun Shield Silky Sunscreen Essence) with patented 'Point Array Light-Strike Ultra Membrane Technology' (CN patent ZL 2024 1 0880522.9), targeting urban commuting protection with multi-function (makeup base, spot-lightening, soothing).珀莱雅详细介绍「超膜银管」防晒产品(轻享阳光沁柔防晒精华乳),搭载专利「点阵击光超膜科技」(中国发明专利号ZL 2024 1 0880522.9),针对城市通勤场景,兼具妆前打底、淡斑抑黑、温和修护等多重功效。
2025-08-26Proya appointed brand ambassadors: Liu Yifei as sunscreen global ambassador, Yi Yangqianxi as global brand ambassador, Kuang Lingling as brand inspiration ambassador.珀莱雅官宣代言人:刘亦菲为防晒全球代言人、易烊千玺为品牌全球代言人、邝玲玲为品牌灵感大使。
Investor relations & analyst coverage投资者关系与分析师覆盖 10 · 2024-03-26 → 2026-07-02
Institutional surveys, performance briefings, analyst ratings, and stock volatility notices.机构调研、业绩说明会、分析师评级和股票波动公告。
2024-03-26Proya was surveyed by 18 overseas institutions, ranking among the most attention-grabbing companies in the past 10 days.近10日珀莱雅获18家海外机构调研,位列最受关注公司之一。
2024-04-26Proya was the most surveyed company by overseas institutions in the past 10 days, with 48 overseas institutions participating in the survey.近10日珀莱雅获48家海外机构调研,成为最受关注的上市公司。
2024-08-27Proya announced its 2024 H1 performance briefing will be held on September 9, 2024, with Chairman Hou Juncheng, GM Fang Yuyou, and other executives attending.珀莱雅公告将于2024年9月9日举行2024年半年度业绩说明会,董事长侯军呈、总经理方玉友等出席。
2024-11-01Proya held 2024 first 9 months performance briefing: management stated average customer order value on Tmall and Douyin exceeded 400 yuan in first 9 months; detailed omnichannel strategy on Douyin and Tmall live streaming.珀莱雅举办2024年前三季度业绩说明会:管理层表示天猫和抖音平台前三季度客单价均超400元;详述抖音和天猫直播的全渠道布局策略。
2024-11-25Proya announced it will participate in the 2024 Q3 Shanghai Stock Exchange main board beauty industry special collective performance briefing on December 3, 2024, via video live streaming and online interaction.珀莱雅公告将于2024年12月3日参加2024年三季报沪市主板美妆行业专场集体业绩说明会,采用上证路演中心视频直播和网络互动方式。
2025-01-12Analyst report: Proya's main brand Tmall GMV in 2024 Double 11 grew 10%+ YoY, Douyin 60%+, JD 30%+; EPS forecast for 2024-26 revised down to 3.84/4.53/5.25 yuan; target price lowered to 113.25 yuan.分析师报告:珀莱雅主品牌2024年双十一天猫GMV同比增长10%+、抖音60%+、京东30%+;2024-26年EPS预测下调至3.84/4.53/5.25元,目标价下调至113.25元。
2025-01-17Analyst report: Proya's Tmall Q4 2024 GMV reached 2.947 billion yuan, up 6.19% YoY; revenue forecast for 2024-26 revised to 109.16/125.57/143.15 billion yuan; net profit forecast 1.522/1.803/2.096 billion yuan.分析师报告:珀莱雅2024年第四季度天猫GMV达29.47亿元,同比增长6.19%;2024-26年营收预测下调至109.16/125.57/143.15亿元,归母净利润预测1.522/1.803/2.096亿元。
2025-02-21Dongxing Securities maintained a 'recommend' rating on Proya, citing its Jan 2025 Tmall GMV ranking No.1, channel expansion (Douyin, WeChat gifting), and long-term overseas expansion into Southeast Asia and potential international brand acquisitions.东兴证券维持珀莱雅“推荐”评级,指出2025年1月淘天GMV稳居第一,渠道拓展(抖音、微信送礼),长期推进东南亚出海及国际品牌收购。
2025-04-28Proya announced that its stock price rose more than 20% over three consecutive trading days (Apr 24, 25, 28), triggering an abnormal fluctuation inquiry. The company stated normal operations and no undisclosed material events.珀莱雅公告称股票于4月24日、25日、28日连续三个交易日收盘价格涨幅偏离值累计超过20%,触发异常波动。公司表示生产经营正常,无应披露而未披露的重大事项。
2026-07-02Proya received a 'Buy' rating from Dongwu Securities, which raised 2026-2028 net profit forecasts to RMB 1.67/1.83/1.99 billion from 1.58/1.73/1.96 billion, citing main brand recovery and multi-brand growth.东吴证券给予珀莱雅“买入”评级,将2026-2028年归母净利润预测从15.8/17.3/19.6亿元上调至16.7/18.3/19.9亿元,看好主品牌回暖和多品牌增长。
Executive share reductions高管减持 4 · 2024-04-18 → 2025-04-28
Planned and completed share reductions by senior executives, including CFO and Vice GMs.高级管理人员(包括首席财务官和副总裁)的计划和完成的股份减持。
2024-04-18Vice GM, Board Secretary & CFO Wang Li plans to reduce up to 78,872 shares (0.0199% of total) via centralized竞价; Vice GM Jin Yanhua plans to reduce up to 75,940 shares (0.0191%).副总经理、董事会秘书兼财务负责人王莉拟减持不超过78,872股(占总股本0.0199%);副总经理金衍华拟减持不超过75,940股(占总股本0.0191%)。
2024-06-26Proya's Vice General Manager and CFO Wang Li, and Vice General Manager Jin Yanhua completed their share reduction plan, collectively selling approximately 154,700 shares (0.039% of total shares) via centralized竞价, cashing out about 17.32 million yuan.珀莱雅副总经理兼财务负责人王莉、副总经理金衍华完成减持计划,合计减持约15.47万股(占总股本0.039%),套现约1732万元。
2025-03-17Proya announced that director and deputy GM Jin Yanhua plans to sell up to 56,965 shares (0.0144% of total), and VP, board secretary & CFO Wang Li plans to sell up to 59,162 shares (0.0149%), due to personal funding needs.珀莱雅公告董事、副总经理金衍华计划减持不超过56,965股(占总股本0.0144%),副总经理、董秘兼财务负责人王莉计划减持不超过59,162股(占总股本0.0149%),因个人资金需求。
2025-04-28Proya executives Jin Yanhua (director & VP) and Wang Li (board secretary, VP & CFO) reduced their holdings by a total of 115,900 shares on April 28, 2025, representing 0.0293% of total share capital.珀莱雅董事、副总经理金衍华及董事会秘书、副总经理、财务负责人王莉于2025年4月28日合计减持公司股份11.59万股,占公司总股本0.0293%。
Digital transformation & CDO appointment数字化转型与CDO任命 4 · 2024-04-22 → 2025-08-26
Company-wide digital transformation initiatives, including consulting projects, office platforms, and the appointment of the first Chief Digital Officer.公司范围内的数字化转型举措,包括咨询项目、办公平台和任命首位首席数字官。
2024-04-22Proya launched a digital transformation consulting project with Strategy& (PwC's strategic consulting firm).珀莱雅与普华永道旗下战略咨询公司思略特合作,正式启动数字化咨询项目。
2024-05-10Proya partnered with Feishu (飞书) to adopt it as the digital office platform for project management and cross-team collaboration.珀莱雅与飞书达成合作,全面引入飞书作为数字化办公平台。
2025-04-14Proya appointed Hu Ningbo as its first Chief Digital Officer (CDO), effective April 14, 2025. Hu previously served as CIO at LVMH Fashion Group North Asia and IT head at Lagardere China.珀莱雅任命胡宁波为首位首席数字官(CDO),4月14日生效。胡宁波此前担任LVMH时装部北亚区CIO及Lagardere中国区IT负责人。
2025-08-26Proya appointed Hu Ningbo as its first Chief Digital Officer (CDO) to drive digital transformation, including AI applications in marketing, product innovation, and supply chain.珀莱雅任命胡宁波为首任首席数字官(CDO),推动数字化转型,包括AI在营销、产品创新和供应链中的应用。
ESG & sustainability initiativesESG与可持续发展倡议 18 · 2024-04-22 → 2026-08-21
Sustainability reporting, carbon footprint assessment, RSPO certification, green alliances, and ESG ratings and awards.可持续发展报告、碳足迹评估、RSPO认证、绿色联盟以及ESG评级和奖项。
2024-04-22Proya published its 4th ESG report, disclosing for the first time third-party verified greenhouse gas (GHG) statements and report assurance for 2023.珀莱雅发布第四份ESG报告,首次披露了第三方权威机构出具的2023年温室气体核查声明及报告验证声明。
2024-04-22Proya completed its first carbon footprint assessment per ISO14064-1:2018 for 2023, covering HQ and production bases (Huzhou skincare and makeup factories).珀莱雅首次依据ISO14064-1:2018完成2023年碳盘查,范围包括总部及生产基地(湖州护肤、彩妆工厂)。
2024-04-23Proya officially joined the Roundtable on Sustainable Palm Oil (RSPO) in 2023 and is planning to replace palm oil derivatives with RSPO-certified products.珀莱雅于2023年正式加入可持续棕榈油圆桌倡议(RSPO),正在规划将原材料中的棕榈油制成品逐步替换为RSPO认证产品。
2024-05-08Proya partnered with sustainable lifestyle brand 'Wu Yu Zaisheng' (物与再生) to launch an empty bottle recycling plan and co-branded gift box for Earth Day.珀莱雅联合可持续生活品牌“物与再生”推出空瓶回收计划和联名礼盒。
2024-07-22Proya won the 'ESG New Benchmark Enterprise Award' at the 2024 ESG Investment Value Top100 list by Securities Star and Huazheng Index.珀莱雅在证券之星与华证指数发布的2024年ESG投资价值TOP100榜单中获颁ESG新标杆企业奖。
2024-08-28Proya's Huzhou subsidiary (Proya skincare factory) obtained RSPO supply chain certification (Mass Balance mode) for sustainable palm oil, with 40.40% of palm oil derivative procurement types and 15.93% of procurement weight certified.珀莱雅湖州分公司(珀莱雅护肤工厂)正式获得可持续棕榈油圆桌倡议(RSPO)供应链认证(Mass Balance模式),RSPO认证棕榈油衍生品采购种类占比40.40%,采购重量占比15.93%。
2024-10-24Proya's Huzhou branch factory obtained the Roundtable on Sustainable Palm Oil (RSPO) supply chain certification, advancing its sustainable sourcing goals under the 2022-2025 sustainability strategic plan.珀莱雅湖州分公司工厂获得可持续棕榈油圆桌倡议(RSPO)供应链认证,推进其2022-2025年可持续发展战略规划中的可持续采购目标。
2024-12-24Proya was awarded 'Excellent Enterprise Representative for Social Responsibility Development Index in the Daily Chemical Industry' at the ESG China 7th Beijing Responsibility Exhibition.珀莱雅在ESG中国·第七届北京责任展上荣获“日化行业社会责任发展指数优秀企业代表”称号。
2025-04-25Proya released its 2024 Sustainability Report: sustainable packaging ratio reached 33.88% (up 33.72pp vs 2021); Huzhou factory certified as national green factory with 46.66% clean energy use; reduced plastic use by 300 tons and CO2 emissions by 938.23 tons in 2024.珀莱雅发布2024年可持续发展报告:可持续包装材料占比达33.88%(较2021年提升33.72个百分点);湖州工厂获评国家级绿色工厂,清洁能源使用比例46.66%;2024年减少塑料使用300吨、二氧化碳排放938.23吨。
2025-07-25Proya ranked 14th in '2025 A-share Listed Companies ESG Excellence Performance TOP100' and 1st in the Consumer Staples industry ESG performance, with Huazheng ESG rating upgraded to AAA.珀莱雅入选“2025年A股上市公司ESG卓越表现TOP100”第14位,位列主要消费行业ESG绩效第1位,华证ESG评级跃升至AAA级。
2026-04-15Proya was selected into S&P Global's 'Sustainability Yearbook (China Edition) 2026', ranking in the top 10% of the personal products industry and winning the 'Industry Best Progress' award, the only Chinese beauty company to do so.珀莱雅入选标普全球《可持续发展年鉴(中国版)2026》,位列个人用品行业评分最佳10%,并获“行业最佳进步企业”奖,是唯一上榜的中国美妆企业。
2026-07-13Proya ranked No.1 in London Stock Exchange ESG ratings among A-share personal care companies with a score of 76.10, ahead of Betaine (73.80) and Shanghai Jahwa (64.00).珀莱雅在伦交所ESG评级中位居A股个人护理用品行业第一,得分76.10分,领先贝泰妮(73.80分)和上海家化(64.00分)。
2026-07-17Proya won the 'ESG New Benchmark Enterprise Award' at the 2026 Securities Star ESG Annual Seminar; its 2025 sustainability report shows clean energy usage at 55.80%, unit GHG emissions down 28.44% vs 2021, and sustainable packaging up 38.2%.珀莱雅荣获2026证券之星“ESG新标杆企业奖”;2025年清洁能源使用占比55.80%,单位产品温室气体排放较2021年下降28.44%,可持续包装材料占比提升38.2%。
2026-07-22Proya maintained its AAA ESG rating from CSI Index for the second consecutive year, ranking No.1 among A-share brand cosmetics companies.珀莱雅连续第二年获得中证指数AAA级ESG评级,在A股品牌化妆品行业中排名第一。
2026-08-07Proya ranked 4th in HuaZheng Index 'A-share ESG Excellence Top 100', 1st in 'A-share Major Consumer ESG Top 20' and provincial 'A-share ESG Quality Enterprise Top 20'.珀莱雅在华证指数“A股上市公司ESG卓越表现百强榜”位列第4名,登顶“A股主要消费行业ESG绩效TOP20”及省内“A股上市公司ESG优质企业TOP20”双榜首位。
2026-08-11Proya ranked 1st among 5 A-share personal care companies in LSEG ESG rating with score 76.10, ahead of Betaini (74.60) and Shanghai Jahwa (64.00).在伦交所ESG评级中,珀莱雅以76.10分位居A股个人护理用品行业第1名,贝泰妮74.60分第2名,上海家化64.00分第3名。
2026-08-21Proya co-founded the 'Green Life Co-creation Alliance' with 14 other cross-industry companies in Shenzhen, covering 11 daily consumption scenarios, with SGS and ERM providing technical support.珀莱雅联合14家跨行业企业在深圳共同发起成立“绿色生活共创联盟”,覆盖11类日常消费场景,SGS与ERM提供技术支持。
Strategic vision & M&A plans战略愿景与并购计划 8 · 2024-04-25 → 2026-06-05
Long-term strategic targets, including the 'Double Ten Strategy', and plans for overseas M&A and market expansion.长期战略目标,包括“双十战略”,以及海外并购和市场扩张计划。
2024-04-25At the业绩说明会, GM Fang Yuyou stated the company will serve the second brand梯队 and incubating brands to form a matrix covering skincare, color cosmetics, and personal care.在业绩说明会上,总经理方玉友表示将服务第二品牌梯队与孵化中的品牌,形成护肤、彩妆、个护领域的品牌矩阵。
2024-05-10Proya stated it currently has no perfume business and no M&A or overseas expansion plans to disclose.珀莱雅表示目前没有开展香水业务,也无兼并收购或海外扩张计划可披露。
2025-01-21Proya stated it will continue to improve operations and competitiveness; no specific growth measures disclosed for 2025-2030.珀莱雅表示将持续提升经营管理和竞争力,未披露2025-2030年具体增长措施。
2025-01-21Proya confirmed its brand portfolio covers mass skincare, color cosmetics, hair care, and high-efficacy skincare; hair care brands include OR and Jingshi.珀莱雅确认品牌组合覆盖大众精致护肤、彩妆、洗护和高功效护肤;洗护品牌包括OR和惊时。
2025-04-29Proya disclosed in an institutional survey that it proposed the 'Double Ten Strategy' to rank among the global top 10 cosmetics companies in the next decade. It will focus on developing Yuanli (源力), Energy (能量), Whitening, and Base Makeup series, and enrich brand matrix through investments.珀莱雅在机构调研中披露提出“双十战略”,目标未来十年跻身全球化妆品行业前十。将重点发展源力、能量、美白、底妆等系列,并通过投资丰富品牌和产品矩阵。
2025-05-19Proya announced a strategic vision to enter the global top 10 cosmetics companies by 2035, targeting at least RMB 50 billion in revenue, with ~RMB 35 billion from own brands and ~RMB 15 billion from M&A.珀莱雅提出到2035年进入全球化妆品行业前十的战略愿景,目标营收至少500亿元,其中自有品牌约350亿元,并购填补约150亿元。
2026-06-05Proya targets top 10 global cosmetics in 10 years and at least 50 billion yuan revenue by 2035, as stated by GM Hou Yameng.珀莱雅总经理侯亚孟提出十年内跻身全球化妆品前十,2035年至少做到500亿营收。
Corporate governance & structure公司治理与结构 11 · 2024-05-06 → 2025-11-27
Changes in corporate structure, board committees, registered capital, and subsidiary establishments.公司结构、董事会委员会、注册资本和子公司设立的变化。
2024-05-06Proya established a financial management center with strategy, shared services, and business modules.珀莱雅已建立财务管理中心,设有战略、共享、业务等模块。
2024-08-27Proya announced that employee representative Fang Qin was elected as a supervisor for the 4th Board of Supervisors, effective from the 2024 first extraordinary general meeting.珀莱雅公告选举方琴女士为第四届监事会职工代表监事,任期与第四届监事会一致。
2024-08-27Proya announced its 2024 first extraordinary general meeting will be held on September 12, 2024, to consider proposals including changing registered capital and amending the company's articles of association.珀莱雅公告将于2024年9月12日召开2024年第一次临时股东大会,审议变更公司注册资本及修订公司章程等议案。
2024-09-12Proya's board established four special committees: Strategy, Audit, Remuneration & Appraisal, and Nomination, all composed of current directors.珀莱雅董事会设立战略委员会、审计委员会、薪酬与考核委员会、提名委员会四个专门委员会,均由现任董事组成。
2024-12-29Proya's registered capital changed from 396,756,973 yuan to 396,246,981 yuan, according to public records.据公开信息,珀莱雅化妆品股份有限公司注册资本由39675.6973万元变更为39624.6981万元。
2025-02-12Proya established a wholly-owned subsidiary Xuzhou Poya Enterprise Management Co., Ltd. with a registered capital of 1 million CNY, covering enterprise management, software development, economic and trade consulting, and cosmetics wholesale/retail.珀莱雅出资100万元成立全资子公司徐州珀雅企业管理有限公司,业务涵盖企业管理、软件开发、经济贸易咨询及化妆品批发零售。
2025-06-26Proya completed business registration change, increasing registered capital to RMB 396 million (396,247,606 yuan).珀莱雅完成工商变更登记,注册资本增至3.96亿元(396,247,606元)。
2025-07-24Proya established a wholly-owned subsidiary Proya (Hainan) Investment Co., Ltd. with registered capital of 10 million RMB, engaged in investment activities and asset management.珀莱雅设立全资子公司珀莱雅(海南)投资有限公司,注册资本1000万元,从事投资活动和资产管理服务。
2025-09-04Proya plans to abolish its board of supervisors, with its functions transferred to the audit committee, and will repurchase and cancel 242,400 restricted shares due to resignations.珀莱雅计划取消监事会,职能由审计委员会承接,并因离职回购注销24.24万股限制性股票。
2025-10-23Proya established wholly-owned subsidiary Hangzhou Proya Biotechnology Co., Ltd., registered capital RMB 1 million, for cosmetics wholesale/retail.珀莱雅设立全资子公司杭州珀莱雅生物科技有限公司,注册资本100万元,从事化妆品批发零售。
2025-11-27Proya completed industrial and commercial registration changes: registered capital changed to approx. RMB 396 million, and the board of supervisors was abolished.珀莱雅完成工商变更登记:注册资本变更为约3.96亿元,并正式取消监事会。
Trademark & IP litigation商标与知识产权诉讼 17 · 2024-06-13 → 2026-08-21
Trademark infringement lawsuits, withdrawals, and wins to protect the brand and intellectual property.为保护品牌和知识产权而进行的商标侵权诉讼、撤诉和胜诉。
2024-06-13Proya clarified on the investor platform that a 'Proya memory pillow' sold on Douyin is counterfeit and unrelated to the company.珀莱雅在投资者平台澄清,抖音上销售的'珀莱雅记忆枕'为冒牌产品,与公司无关。
2024-07-05Proya voluntarily withdrew a copyright ownership dispute lawsuit against defendant Dai (case no. (2023) Yue 1502 Min Chu 3734) at Shanwei City Chenggu District People's Court.珀莱雅撤回对戴某某的著作权权属纠纷诉讼(案号(2023)粤1502民初3734号),汕尾市城区人民法院裁定按撤诉处理。
2024-08-12Proya voluntarily withdrew a trademark ownership dispute lawsuit against Zhejiang Taobao Network and defendant Chen, as per a civil first-instance ruling.珀莱雅自愿撤回对浙江淘宝网络有限公司及被告陈某的商标权权属纠纷诉讼,民事一审裁定书已公布。
2024-10-12Proya won a trademark infringement lawsuit against defendant Song, with the court ordering Song to stop selling infringing products and pay RMB 10,000 in compensation (case no. (2024) Su 0381 Min Chu 2542).珀莱雅在一起侵害商标权纠纷案中胜诉,法院判决被告宋某停止销售侵权商品并赔偿经济损失及合理开支共计1万元(案号:(2024)苏0381民初2542号)。
2024-11-01Proya was involved in a trademark infringement lawsuit as defendant; the appellate court (Zaozhuang Intermediate People's Court, Shandong) revoked the first-instance judgment and allowed the plaintiff (Proya) to withdraw the lawsuit.珀莱雅作为被告的侵害商标权纠纷案二审裁定:山东省枣庄市中级人民法院撤销一审判决,准许原告(珀莱雅)撤回起诉。
2024-12-18Proya voluntarily withdrew a trademark infringement lawsuit against Zhejiang Taobao Network Co., Ltd. and defendant Xie, as permitted by the court (case no. (2024) Shaan 1002 Zhi Min Chu 105).珀莱雅作为原告的侵害商标权纠纷案(案号(2024)陕1002知民初105号)获法院准许撤诉,被告包括浙江淘宝网络有限公司和谢某某。
2025-03-18Proya as plaintiff in a trademark infringement civil lawsuit (case No. 2025-HU-0104-Min-Chu-3009) at Shanghai Xuhui District People's Court; court permitted withdrawal of the lawsuit on March 6, 2025.珀莱雅作为原告的一起侵害商标权纠纷民事一审案件(案号(2025)沪0104民初3009号)在上海市徐汇区人民法院审理;法院于2025年3月6日准许撤诉。
2025-04-23Proya won a trademark infringement lawsuit (case no. (2024) Shaan 0902 Zhi Min Chu 406) against defendant Zhang, awarded 4,000 yuan in damages and reasonable expenses by Ankang Hanbin District People's Court on March 18, 2025.珀莱雅在侵害商标权纠纷案(案号(2024)陕0902知民初406号)中胜诉,被告张某某被判赔偿经济损失及维权合理支出共计4000元,判决日期2025年3月18日。
2025-06-11Proya won a trademark infringement lawsuit (case (2024) Lu 0991 Min Chu No. 254) in Tai'an High-tech Industrial Development Zone People's Court; defendant Zhang ordered to pay RMB 2,000 in damages.珀莱雅在泰安高新技术产业开发区人民法院赢得侵害商标权纠纷案((2024)鲁0991民初254号),被告张某被判赔偿2000元。
2026-03-23Proya filed a trademark infringement lawsuit (case No. (2026) Hu 0114 Min Chu 3154) against Hangzhou Alibaba Advertising Co., Shanghai Danzi Zhenshang Trading Co., and Zhen Ziang, scheduled for trial on 2026-05-15 at Shanghai Jiading District People's Court.珀莱雅提起侵害商标权纠纷诉讼(案号(2026)沪0114民初3154号),被告为杭州阿里巴巴广告有限公司、上海丹紫真商贸有限公司、甄子昂,开庭日期为2026年5月15日,审理法院为上海市嘉定区人民法院。
2026-04-03Proya filed a trademark infringement lawsuit (case no. (2026) Yue 5303 Min Chu 533) against Yuncheng Jiangli Trading Firm and Shanghai Gewuzhipin Network Technology, scheduled for trial on June 11, 2026, at Yunfu Yun'an District People's Court.珀莱雅提起侵害商标权诉讼(案号(2026)粤5303民初533号),被告为云城区江篱商贸行和上海格物致品网络科技有限公司,开庭日期为2026年6月11日,审理法院为云浮市云安区人民法院。
2026-04-12Proya withdrew a trademark infringement lawsuit (case no. (2025) Nei 0102 Zhi Min Chu 845) against Shanghai a certain technology company and Li Mou, as permitted by the Hohhot Xincheng District People's Court on February 24, 2026.珀莱雅撤回一起侵害商标权诉讼(案号(2025)内0102知民初845号),被告为上海某技术有限公司和李某,呼和浩特市新城区人民法院于2026年2月24日准许撤诉。
2026-06-18Proya filed a trademark infringement lawsuit (case No. (2026) Xiang 0104 Min Chu 10462) against Lin, Hu, and Shanghai Gewuzhipin Network Technology Co., Ltd., hearing set for August 19, 2026 at Changsha Yuelu District People's Court.珀莱雅作为原告提起商标权权属、侵权纠纷诉讼(案号(2026)湘0104民初10462号),被告为林某、湖某、上海格物致品网络科技有限公司,开庭日期2026年8月19日。
2026-06-25Proya's trademark infringement lawsuit (case No. (2025) Hu 0104 Min Chu 24667) at Shanghai Xuhui District People's Court was dismissed with plaintiff's withdrawal.珀莱雅作为原告的侵害商标权纠纷案(案号(2025)沪0104民初24667号)在上海市徐汇区人民法院以撤诉结案。
2026-07-01Proya filed a trademark infringement lawsuit (case no. (2026)粤0111民初32105号) against Juliang Engine (Guangzhou) Biotech, Shanghai Xunmeng Information Technology, and Zhang, with hearing scheduled for September 16, 2026 at Guangzhou Baiyun District People's Court.珀莱雅作为原告提起侵害商标权纠纷诉讼(案号(2026)粤0111民初32105号),被告为聚量引擎(广州)生物科技、上海寻梦信息技术及张某,开庭时间为2026年9月16日。
2026-08-10Proya filed a trademark infringement lawsuit (case 2026 Yue 1502 Min Chu 3444) against Hai and Hangzhou Alibaba Advertising, hearing scheduled for Oct 15, 2026 at Shanwei City Chenggu District Court.珀莱雅提起侵害商标权纠纷诉讼(案号(2026)粤1502民初3444号),被告为海某、杭州阿里巴巴广告有限公司,开庭时间2026年10月15日。
2026-08-21Three separate lawsuits (cases 18523, 18525, 18526) filed by Proya for unauthorized use of product names, packaging, and trade dress, against multiple defendants including Guangzhou Liangxin Fine Chemical, Mudanjiang Qianya Trading, and Zhuhai Housheng Pharmaceutical; hearings on Oct 22, 2026.珀莱雅提起三起擅自使用商品名称、包装、装潢等近似标识纠纷诉讼(案号18523、18525、18526),被告包括广州市靓鑫精细化工、牡丹江市千雅商贸、珠海市厚生药业等,开庭时间2026年10月22日。
Shareholder & capital actions股东与资本运作 13 · 2024-06-18 → 2026-08-24
Dividends, share freezes, fund exits, and other capital-related shareholder actions.分红、股份冻结、基金退出及其他资本相关的股东行动。
2024-06-18Proya announced its 2023 annual profit distribution: A-share cash dividend of 0.91 yuan per share (tax included), with a total payout of approximately 359 million yuan, representing 30.07% of net profit attributable to parent. Record date: June 24, 2024.珀莱雅公布2023年年度权益分派:A股每股现金红利0.91元(含税),合计派发约3.59亿元,占归母净利润30.07%,股权登记日为2024年6月24日。
2024-09-12Proya announced that co-founder and former GM Fang Yuyou holds 15.03% of shares and has been reducing holdings since 2020, from 24.43% at IPO.珀莱雅公告联合创始人、原总经理方玉友持股15.03%,自2020年起持续减持,上市之初持股24.43%。
2024-11-13Proya responded to investor query: 'Other cash payments related to investment activities' of 1.18 billion yuan in Q3 2024 report mainly comprised bank deposit products purchased by the company.珀莱雅回应投资者提问:2024年三季报中“支付其他与投资活动有关的现金”11.8亿元主要系公司购买的银行存款产品。
2025-02-24Proya disclosed that the 1.18 billion CNY 'other cash payments related to investment activities' in its 2024 Q3 report were mainly for bank deposit products purchased.珀莱雅披露2024年第三季度报告中“支付其他与投资活动有关的现金”11.80亿元,主要系公司购买的银行存款产品。
2025-03-14Proya stated cumulative cash dividends from 2017 to 2023 reached 1.341 billion yuan (tax included), with annual payout ratio exceeding 30% of net profit.珀莱雅表示2017年至2023年累计现金分红达13.41亿元(含税),每年现金分红占净利润比例均超过30%。
2025-09-04Proya proposed a semi-annual cash dividend of RMB 8 per 10 shares, totaling approximately RMB 315 million, representing 39.48% of net profit.珀莱雅拟半年度每10股派发现金红利8元,合计约3.15亿元,占归母净利润39.48%。
2025-11-10Proya disclosed cumulative cash dividends of RMB 2.125 billion since listing, and declared an interim dividend of RMB 315 million for H1 2025 (paid in October 2025).珀莱雅披露自上市以来累计现金分红21.25亿元,2025年上半年宣派中期股息3.15亿元(已于2025年10月支付)。
2026-04-03Proya announced that 5%+ shareholder Fang Yuyou's 32.83 million shares (55.05% of his holdings, 8.29% of total equity) were frozen by the Hangzhou Intermediate People's Court, including 15.79 million newly frozen shares and 17.04 million continued frozen shares, due to a property dispute from his brother's divorce.珀莱雅公告,持股5%以上股东方玉友所持3283万股(占其持股55.05%,占总股本8.29%)被杭州市中级人民法院司法冻结,其中新增冻结1578.5万股,继续冻结1704.1万股,源于其弟弟离婚财产纠纷。
2026-07-15Proya announced 2025 annual dividend of RMB 1.20 per share (tax incl.), totaling RMB 470.09 million, with record date July 21, 2026 and ex-dividend date July 22, 2026.珀莱雅公布2025年年度权益分派:每股派发现金红利1.20元(含税),合计派发4.70亿元,股权登记日2026年7月21日,除权除息日7月22日。
2026-08-24Board approved foreign exchange hedging program for next 12 months with margin/rights premium cap of RMB 10m and max daily contract value of RMB 100m in USD/HKD to hedge FX risk.董事会批准未来12个月外汇套期保值业务,保证金和权利金上限1000万元,任一交易日最高合约价值不超过1亿元(美元/港元等),以对冲汇率风险。
Consumer complaints & disputes消费者投诉与纠纷 40 · 2024-07-03 → 2026-04-03
A series of consumer complaints on the 12315 platform regarding quality, after-sales, and advertising issues.12315平台上关于质量、售后和广告问题的一系列消费者投诉。
2024-07-03Proya received 2 consumer complaints on 12315 platform: one for quality issue (non-special-use cosmetics, resolved by settlement), one for false advertising (unresolved).珀莱雅新增2件12315消费者投诉:一件涉及质量问题(非特殊用途化妆品,已和解),一件涉及虚假广告(未达成调解)。
2024-07-04Proya received 2 more consumer complaints on 12315: one for after-sales service (unresolved), one for fake production date (resolved by settlement).珀莱雅再增2件12315投诉:一件涉及售后服务(未调解),一件涉及伪造生产日期(已和解)。
2024-07-17Proya received 1 consumer complaint on 12315 for quality issue (non-special-use cosmetics, resolved by settlement).珀莱雅新增1件12315投诉:涉及质量问题(非特殊用途化妆品,已和解)。
2024-07-19Proya received 1 consumer complaint on 12315 for after-sales service (shampoo, resolved by settlement).珀莱雅新增1件12315投诉:涉及售后服务(洗发水,已和解)。
2024-07-23Proya received 2 consumer complaints on 12315: both for after-sales service (one resolved by settlement, one resolved by settlement).珀莱雅新增2件12315投诉:均涉及售后服务(均已和解)。
2024-07-24Proya received 6 consumer complaints on 12315: including quality issues, expired products, and other issues; some resolved by mediation or settlement.珀莱雅新增6件12315投诉:涉及质量问题、销售失效变质产品等;部分已调解或和解。
2025-01-17Consumer complaint: Proya accused of forging production date or expiry date on non-special-use cosmetics; mediation failed, handled by Hangzhou Xihu District Market Supervision Bureau.消费者投诉:珀莱雅被指伪造非特殊用途化妆品的生产日期或失效日期;调解未达成协议,由杭州市西湖区市场监督管理局处理。
2025-02-06Two new consumer complaints were filed against Proya's official flagship store and Hangzhou Proya Trading Co., citing quality issues (non-conformity with product description) and after-sales service disputes; one case resolved on Feb 5, 2025.珀莱雅新增2件消费者投诉,涉及官方旗舰店和杭州珀莱雅贸易有限公司,投诉问题包括质量不符产品说明及售后服务纠纷;其中一件于2025年2月5日处理。
2025-02-09A new consumer complaint was filed against Proya Cosmetics Co., Ltd. for after-sales service refusal to honor three-guarantee obligations; the company refused mediation.珀莱雅化妆品股份有限公司新增1件消费者投诉,涉及售后服务不履行三包义务,公司拒绝调解。
2025-02-13Two new consumer complaints were filed against Proya Cosmetics Co., Ltd. for quality issues (sale of expired/deteriorated products) and after-sales service problems; the company refused mediation.珀莱雅化妆品股份有限公司新增2件消费者投诉,涉及销售失效变质产品及售后服务问题,公司拒绝调解。
2025-02-14Two new consumer complaints were filed against Proya Bomei专卖店 for after-sales service refusal to honor three-guarantee obligations; mediation failed or was refused.珀莱雅博美专卖店新增2件消费者投诉,涉及售后服务不履行三包义务,调解失败或拒绝调解。
2025-02-15Three new consumer complaints were filed against Proya for issues including forged production dates, refusal to honor after-sales obligations, and safety concerns causing personal/property damage; all refused mediation.珀莱雅新增3件消费者投诉,涉及伪造生产日期、拒绝履行三包义务及安全损害问题,均拒绝调解。
2025-02-18Two new consumer complaints were filed against Proya's official flagship store for after-sales delay and quality non-conformity; one case was resolved through mutual settlement.珀莱雅官方旗舰店新增2件消费者投诉,涉及售后服务拖延及质量不符;一件双方自行和解。
2025-02-21A new consumer complaint was filed against Proya's official flagship store for contract breach (refusal to fulfill agreement); a mediation agreement was reached.珀莱雅官方旗舰店新增1件消费者投诉,涉及合同违约(拒不履行约定),达成调解协议。
2025-02-22A new consumer complaint was filed against Proya Cosmetics Co., Ltd. for after-sales service issues; resolved through mutual settlement.珀莱雅化妆品股份有限公司新增1件消费者投诉,涉及售后服务问题,双方自行和解。
2025-02-24A new consumer complaint was filed against Proya's official flagship store for quality non-conformity; resolved through mutual settlement.珀莱雅官方旗舰店新增1件消费者投诉,涉及质量不符,双方自行和解。
2025-03-13Consumer complaint reported that Proya's A醇 essence product free samples were 45ml short of advertised volume; Proya denied page modification but optimized text description.消费者投诉珀莱雅A醇精华产品赠品小样容量比宣传少45ml;珀莱雅否认修改页面但优化了文字说明。
2025-05-28Proya had 3 new consumer complaints on the 12315 platform, involving after-sales service and quality issues; one case resulted in non-participation in mediation or refusal to mediate.珀莱雅新增3件12315消费者投诉,涉及售后服务和质量问题,其中一件结果为一方无故不参加调解或被投诉人明确拒绝调解。
2025-05-30Multiple consumers reported on social media that Proya's 618 pre-sale orders failed due to a 'bundle-order' mechanism triggering price-break alerts, causing inability to pay; Proya customer service confirmed the issue. No official response as of report.多位消费者反映珀莱雅618预售产品因凑单触发破价预警导致无法支付,珀莱雅客服确认系平台预警问题。截至发稿公司未回应。
2025-05-30Proya had 5 new consumer complaints on the 12315 platform, including quality issues (product not meeting performance specifications without prior notice) and suspected adulteration/misrepresentation at an official flagship store and a counter.珀莱雅新增5件12315消费者投诉,包括质量-不具备应有性能未事先说明、产品掺杂掺假以假充真等问题,涉及官方旗舰店和专柜。
2025-05-31Proya had 2 new consumer complaints on the 12315 platform, both regarding failure to fulfill statutory three-guarantee obligations; one case resulted in non-participation in mediation or refusal to mediate.珀莱雅新增2件12315消费者投诉,均涉及不履行国家规定的三包义务,其中一件结果为一方无故不参加调解或被投诉人明确拒绝调解。
2025-08-15Proya had 3 new consumer complaints on the 12315 platform regarding after-sales service issues (refusal to fulfill warranty obligations), with one party absent from mediation.珀莱雅在12315平台新增3件消费者投诉,涉及售后服务问题(不履行三包义务),一方无故不参加调解。
2025-08-29Proya had 4 new consumer complaints on the 12315 platform regarding after-sales service and food safety issues, with one party refusing mediation.珀莱雅在12315平台新增4件消费者投诉,涉及售后服务和食品安全问题,一方拒绝调解。
2025-12-12A consumer complaint against Proya was filed on the 12315 platform: a customer on Pinduoduo alleged failure to fulfill statutory three-guarantee obligations for non-special-use cosmetics; mediation was refused by the company.12315平台新增1件珀莱雅消费者投诉:消费者在拼多多购买非特殊用途化妆品,投诉售后服务不履行三包义务,珀莱雅拒绝调解。
2025-12-14A consumer complaint against Proya was filed on the 12315 platform: a customer on Taobao (Proya flagship store) alleged product quality non-compliance with national mandatory standards; mediation was refused by the company.12315平台新增1件珀莱雅消费者投诉:消费者在淘宝珀莱雅旗舰店购买非特殊用途化妆品,投诉质量不符合国家强制性标准,珀莱雅拒绝调解。
2025-12-17A consumer complaint against Proya (Zhejiang) Cosmetics Co., Ltd. was filed on the 12315 platform: a customer on JD.com (Proya JD self-operated flagship store) alleged safety issues (personal/property damage) with breast-enhancing cosmetics; mediation was refused by the company.12315平台新增1件珀莱雅(浙江)化妆品有限公司投诉:消费者在京东珀莱雅自营旗舰店购买美乳类化妆品,投诉安全损害问题,珀莱雅拒绝调解。
2026-01-07Two new consumer complaints filed on 12315 platform against Proya regarding after-sales service (failure to honor warranty obligations); one case resolved by mutual agreement, the other not mediated.12315平台新增2件珀莱雅消费者投诉,涉及售后服务(不履行三包义务);一件双方和解,一件未调解。
2026-01-08One new consumer complaint on 12315 platform against Proya for contract breach (refusal to fulfill agreement), seeking return; mediation failed.12315平台新增1件珀莱雅消费者投诉,涉及合同违约(拒不履行约定),要求退货;调解未果。
2026-01-11One new consumer complaint on 12315 platform against Proya for unreasonable delay in after-sales service (warranty obligations); company refused mediation.12315平台新增1件珀莱雅消费者投诉,涉及售后服务无故拖延(三包义务);公司拒绝调解。
2026-01-14One new consumer complaint on 12315 platform against Proya for false advertising (other false ads); company refused mediation.12315平台新增1件珀莱雅消费者投诉,涉及虚假广告(其他虚假广告);公司拒绝调解。
2026-01-15Three new consumer complaints on 12315 platform against Proya: one for insufficient quantity, one for quality issues (company refused mediation), one withdrawn.12315平台新增3件珀莱雅消费者投诉:一件商品数量不足,一件质量问题(公司拒绝调解),一件撤回。
2026-01-18One new consumer complaint on 12315 platform against Proya official flagship store for product quality causing consumer injury (spot-removal cosmetics); mediation agreement reached.12315平台新增1件珀莱雅官方旗舰店投诉,涉及产品质量导致消费者受伤(祛斑类化妆品);达成调解协议。
2026-01-20One new consumer complaint on 12315 platform against Proya for quality issues (other quality problems); company refused mediation.12315平台新增1件珀莱雅消费者投诉,涉及质量问题(其他质量问题);公司拒绝调解。
2026-01-23Two new consumer complaints on 12315 platform against Proya: one for false advertising (mediation agreement reached), one for refusal to mediate.12315平台新增2件珀莱雅消费者投诉:一件虚假宣传(达成调解协议),一件拒绝调解。
2026-01-30Two new consumer complaints on 12315 platform against Proya: one for quality issues (company refused mediation), one for selling expired/defective products (complaint withdrawn).12315平台新增2件珀莱雅消费者投诉:一件质量问题(公司拒绝调解),一件销售失效变质产品(投诉撤回)。
2026-01-31Two new consumer complaints on 12315 platform against Proya: one for failure to honor warranty obligations (seeking refund), one resolved by mediation agreement.12315平台新增2件珀莱雅消费者投诉:一件不履行三包义务(要求退赔费用),一件达成调解协议。
2026-03-05Three new consumer complaints filed against Proya on the 12315 platform, alleging quality issues (product injury, substandard goods) and after-sales service failures; two complaints resulted in mediation refusal or non-participation.珀莱雅在12315平台新增3件消费者投诉,涉及质量问题(产品伤害、以次充好)及售后服务问题;其中两件因一方拒绝调解或无正当理由不参加调解而终止。
2026-03-15One new consumer complaint filed against Proya on the 12315 platform, alleging quality issues (passing off fake as genuine, substandard goods) in a purchase from Pinduoduo official store; the complaint was closed due to mediation refusal.珀莱雅在12315平台新增1件消费者投诉,涉及拼多多官方旗舰店购买的产品存在以假充真、以次充好问题;因一方拒绝调解而终止。
2026-04-03A consumer complaint against Proya was filed on the 12315 platform on March 24, 2026, regarding after-sales service (failure to fulfill three-guarantee obligations); the complaint was closed due to one party's refusal to mediate.2026年3月24日,12315平台新增一件针对珀莱雅的消费者投诉,涉及售后服务(不履行三包义务);因一方拒绝调解而结案。
Supplier Relationships供应商关系 2 · 2024-07-09 → 2024-09-11
Cosmos Chemical confirmed Proya as customer for sunscreen ingredients in two separate disclosures.科思化学两次披露确认珀莱雅为其防晒剂客户。
2024-07-09Cosmos Chemical (300856) confirmed that Proya uses its sunscreen ingredients as a supplier.科思股份确认珀莱雅已使用其防晒剂产品,成为供应商。
2024-09-11Cosmos Chemicals (Kesi Co.) disclosed that Proya has been using its sunscreen agents as a supplier.科思股份披露,珀莱雅已使用其防晒剂产品。
R&D centers & university partnerships研发中心与高校合作 6 · 2024-07-24 → 2026-08-25
Establishment of joint laboratories and research centers with universities and hospitals, focusing on skin, scalp, and aging research.与高校和医院共建联合实验室和研究中心,聚焦皮肤、头皮和衰老研究。
2024-07-24Proya's subsidiary brand Corepair (科瑞肤) and Beijing Technology and Business University (BTBU) jointly inaugurated a 'Pore Professional Laboratory' at Proya's Hangzhou Longwu R&D Center, focusing on pore research.珀莱雅旗下品牌科瑞肤与北京工商大学在杭州龙坞研发中心揭牌共建毛孔专业联合实验室,聚焦国人毛孔研究。
2024-12-27Proya and its brands established joint laboratories with Beijing Technology and Business University, Shanghai Jiao Tong University and other institutes, focusing on skin pores and scalp health research.珀莱雅及旗下品牌与北京工商大学、上海交通大学等高校研究院共建联合实验室,聚焦皮肤毛孔与头皮健康等领域研究。
2025-07-03Proya Shanghai R&D Center released research results on scalp microecology characteristics of young Chinese population at CSD2025 as a conference poster.珀莱雅上海研发中心在CSD2025上以大会壁报形式发布了关于中国年轻人群头皮微生态特征的研究成果。
2025-07-28Proya signed a cooperation agreement with West China Hospital of Sichuan University to jointly focus on 'mitochondrial anti-aging' research, aiming to accelerate development of anti-aging active ingredients.珀莱雅与四川大学华西医院签订合作协议,聚焦“线粒体抗衰”研究,加速抗衰活性成分的研发。
2026-04-07Proya and Zhejiang University School of Pharmacy established a joint laboratory for skin health and aging research, building on prior collaboration in skin anti-aging and barrier repair.珀莱雅与浙江大学药学院共建“皮肤健康与衰老研究联合实验室”,此前已在皮肤抗衰老和屏障修护方面有合作基础。
2026-08-25Research collaboration: Shanghai R&D center and Shanghai Jiao Tong University built a 'Scalp Health Joint Laboratory' using metagenomic sequencing for Chinese scalp microbiome; also co-built 'Skin Clinical Innovation Lab' with Shanghai Dermatology Hospital.上海研发中心与上海交通大学共建“头皮健康联合实验室”,采用宏基因组测序技术研究中国人头皮微生态;与上海市皮肤病医院共建“皮肤临床科创实验室”。
Global R&D team & executive scientists全球研发团队与科学家 5 · 2024-07-26 → 2026-07-23
Assembly of a global R&D leadership team, including new Chief Scientific Officer and Chief R&D Innovation Officer appointments.组建全球研发领导团队,包括新任首席科学官和首席研发创新官的任命。
2024-07-26Proya confirmed that Chief Scientific Officer Wei Xiaolan (魏晓岚) has left the company; R&D department will be led by co-founder Cao Lianguo (曹良国).珀莱雅确认首席科学官魏晓岚离职,研发部门将由联合创始人曹良国负责。
2024-11-26Proya appointed Huang Hu (former CTO and global chief scientist of Shanghai Chicmax, former P&G chief scientist) as chief scientific officer, replacing Wei Xiaolan who left in July 2024.珀莱雅任命黄虎(前上美股份CTO兼全球首席科学家、前宝洁首席科学家)为首席科学官,接替2024年7月离职的魏晓岚。
2025-02-24Unconfirmed reports emerged that Sun Peiwen, a former R&D executive from international brands, may join Proya; Proya declined to confirm but industry sees it as part of ongoing talent restructuring after CMO Ye Wei's departure in Jan 2024.未经证实的消息称,拥有国际品牌研发经验的孙培文可能加入珀莱雅;珀莱雅未予确认,但业界认为这是继2024年1月首席营销官叶伟离职后人才调整的一部分。
2025-04-10Proya officially announced its global R&D team, including Chief R&D Innovation Officer Dr. Sun Peiwen, Chief Scientific Officer Dr. Huang Hu, Chief Scientific Advisor & VP of European S&T Center Dr. Lieve Declercq, and Shanghai R&D Center head Dr. Chang Xiaowei, covering anti-aging, skin health, and green materials.珀莱雅正式官宣全球研发团队,包括首席研发创新官孙培文博士、首席科学官黄虎博士、首席科学顾问兼欧洲科创中心副总裁Lieve Declercq博士及上海研发中心负责人常晓维博士,深耕抗衰老、皮肤健康、绿色材料等领域。
2026-07-23Proya hired Liao Feng (廖峰), former R&D partner at Shiyin Group (PMPM parent), as deputy director of R&D Innovation Center for the Kerf (科瑞肤) brand, and Wang Huaihai (王怀海), former science communication director at HANSHU, as product director.珀莱雅引进前时垠集团研发合伙人廖峰出任研发创新中心副总监(负责科瑞肤品牌),前韩束科学传播总监王怀海出任产品总监。
Overseas expansion & Paris center海外扩张与巴黎中心 15 · 2024-07-31 → 2026-08-19
Establishment of the European Science & Innovation Center in Paris and exploration of overseas markets, primarily Japan and Southeast Asia.在巴黎建立欧洲科技创新中心,并主要面向日本和东南亚探索海外市场。
2024-07-31Proya brands are actively expanding into overseas markets, according to company statement.珀莱雅旗下品牌正积极布局海外市场。
2024-09-10Proya stated on the investor interaction platform that its overseas expansion is still in the exploration and trial phase.珀莱雅在投资者互动平台表示,公司出海还在探索和试水中。
2024-11-27Proya disclosed in investor interaction that its overseas expansion mainly targets Japan and Southeast Asia via online sales, still in exploration and trial stage.珀莱雅在投资者互动中披露,出海主要面向日本和东南亚地区,以线上销售为主,仍在探索和试水阶段。
2024-12-04Proya stated at the SSE collective performance briefing that its overseas expansion focuses on Japan and Southeast Asia, mainly through online sales, with gradual offline penetration.珀莱雅在上交所集体业绩说明会上表示,出海布局主要面向日本和东南亚,以线上销售为主,逐步渗透线下渠道。
2025-01-27Proya's 'Zhejiang Key Enterprise Research Institute for Efficacy Cosmetics' was approved, and its European Innovation Center was established in Paris, France, marking a step in global R&D.珀莱雅“浙江省功效化妆品重点企业研究院”获批,欧洲创新中心在法国巴黎成立,标志着全球化研发体系迈出重要一步。
2025-05-19Chairman Hou Juncheng stated at the 2024 AGM that Proya is considering overseas M&A via its Paris branch to enter baby, perfume, and men's skincare segments, and will introduce acquired brands to China.董事长侯军呈在2024年度股东大会上表示,公司考虑通过巴黎分公司进行海外并购,进入婴童、香水、男士护肤等赛道,并将并购品牌引入国内。
2025-06-12Proya disclosed at its May 2024 AGM that it is considering overseas M&A through its Paris subsidiary to enter baby care, fragrance, and men's skincare segments.珀莱雅在2024年度股东大会上透露正考虑通过巴黎分公司实施海外并购,进军婴童、香水及男士护肤领域。
2025-11-10Proya stated at the performance briefing it will first focus on Southeast Asia for overseas expansion, through localized product innovation and channel partnerships.珀莱雅在业绩说明会上表示,出海将先聚焦东南亚市场,通过本土化产品创新和渠道合作推动海外布局。
2025-11-18Proya showcased three brands (Proya, Caitang, OffRelax) and AI-driven R&D achievements at Cosmetic 360 in Paris.珀莱雅在巴黎Cosmetic 360展会上携三大品牌(珀莱雅、彩棠、OffRelax)及AI驱动研发成果亮相。
2026-03-30Proya, together with its brands PROYA, TIMAGE, OffRelax, and INSBAHA, participated in the 57th Cosmoprof Worldwide Bologna (March 26-28, 2026), showcasing skincare, color cosmetics, and scalp care products to deepen international presence.珀莱雅携主品牌PROYA珀莱雅、彩棠、OffRelax及原色波塔参加第57届博洛尼亚国际美容展(2026年3月26-28日),展示护肤、彩妆及头皮护理产品,深化国际化布局。
2026-05-13Proya's main brand held a 'No Skin Drama, Just PROYA' event at Guardian's largest flagship store in Malaysia, becoming the highest single-day sales Chinese beauty brand in that store's history.珀莱雅主品牌在马来西亚Guardian亚洲最大旗舰店举办主题活动,创下该门店中国美妆品牌单日销量最高纪录。
2026-06-27Proya main brand held an event at Guardian's largest flagship store in Malaysia during May Day, becoming the top-selling Chinese beauty brand in a single day with the Yuanli series.五一期间,珀莱雅主品牌在马来西亚Guardian亚洲最大旗舰店举办活动,凭借源力系列成为单日销量最高的中国美妆品牌。
2026-06-27Proya Chairman Hou Juncheng stated the company will pursue M&A of foreign brands to achieve the 'Double Ten Strategy' and leverage overseas talent and channels for international expansion.珀莱雅董事长侯军呈表示将通过并购国外品牌实现'双十战略',利用国外品牌的人才和渠道优势实现出海。
Executive & Governance Changes高管与治理变动 1 · 2024-08-05
Former Chief R&D Officer left after 14 years to join competitor Baiqueye as CTO.前首席研发官离职加入竞品百雀羚任首席技术官。
2024-08-05Former Chief R&D Officer Jiang Ligang left Proya after nearly 14 years and joined Baiqueye (百雀羚) as Chief Technology Officer, responsible for its technology business.前首席研发官蒋丽刚在珀莱雅工作近14年后离职,加入百雀羚担任首席技术官,负责其技术板块整体业务。
OffRelax & Jingshi haircare brandsOffRelax与惊时洗护品牌 6 · 2024-08-27 → 2026-05-25
Development of the haircare portfolio with OffRelax and Jingshi, including product launches, scalp research, and rapid revenue growth.OffRelax和惊时洗护品牌组合的发展,包括产品发布、头皮研究和快速营收增长。
2024-08-27Proya's sub-brand OffRelax launched second-tier products including oil-control shampoo and repair shampoo in 2024 H1, and its 'OR Jingyang Oil-Control Scalp Gel' ranked No.1 in Tmall scalp pre-wash category with over 10% market share.珀莱雅子品牌OffRelax在2024年上半年推出控油洗发水、修护洗发水等第二梯队产品,“OR净养控油头皮凝露”获天猫头皮预洗类目排名第1,市占率超10%。
2024-09-26Proya confirmed its haircare brands are Off&Relax (positioned as Asian scalp health expert, price range RMB 150-200) and Jingshi (targeting scalp microbiome, price range around RMB 100).珀莱雅确认旗下洗护品牌为Off&Relax(定位亚洲头皮健康养护专家,价格区间150-200元)和惊时(定位专研头皮微生态,价格区间100元左右)。
2024-10-30Proya's Shanghai Head Care R&D Center and Shanghai Jiao Tong University's Institute of Systems Biomedicine signed a cooperation agreement and inaugurated the 'Scalp Health Joint Laboratory', focusing on scalp microbiome research using metagenomic sequencing.珀莱雅上海头部护理研发中心与上海交通大学系统生物医学研究院签署合作协议,并揭牌成立“头皮健康联合实验室”,聚焦头皮微生态研究,首次采用宏基因组测序技术。
2025-07-24Proya's scalp-care brand Jingshi released the industry's first white paper 'Research Report on Chinese Scalp Health and Scalp Microecology', and established a 'Scalp Health Joint Laboratory' with Shanghai Jiao Tong University's Institute of Systems Biomedicine.珀莱雅旗下头皮护理品牌惊时发布行业首部《中国人群头皮健康与头皮微生态研究报告》白皮书,并与上海交通大学系统生物医学研究院成立“头皮健康联合实验室”。
2026-05-25In 2025, sub-brands OffRelax revenue grew 102.19% to 744 million yuan, INSBAHA Yuanse Bota grew 125.38% to 256 million yuan, and Jingshi grew 441.66% to 96 million yuan.2025年子品牌OffRelax营收同比增长102.19%至7.44亿元,原色波塔增长125.38%至2.56亿元,惊时增长441.66%至0.96亿元。
Brand & channel performance updates品牌与渠道业绩更新 12 · 2024-08-27 → 2026-07-02
Disclosures on brand-wise revenue, channel mix, and category performance across online and offline platforms.披露各品牌收入、渠道结构和线上线下平台品类表现。
2024-08-27Proya's 2024 H1 online channel revenue was RMB 4.68 billion, +40.52% YoY, accounting for 93.69% of total revenue; offline revenue was RMB 314 million, +8.85% YoY.珀莱雅2024年上半年线上渠道收入46.8亿元,同比增长40.52%,占总收入93.69%;线下渠道收入3.14亿元,同比增长8.85%。
2024-08-27Proya's 2024 H1 skincare (including cleansing) revenue was RMB 4.191 billion, +37.85% YoY; color cosmetics revenue was RMB 665 million, +42.84%; hair/body care revenue was RMB 138 million, +42.26%.珀莱雅2024年上半年护肤类(含洁肤)营收41.91亿元,同比增长37.85%;美容彩妆类营收6.65亿元,同比增长42.84%;洗护类营收1.38亿元,同比增长42.26%。
2025-04-24Proya's 2024 annual report showed online channel revenue 10.234 billion yuan (+23.68%), accounting for 95.06% of total; offline revenue 532 million yuan (-13.63%). Sales expense 5.161 billion yuan, 47.88% of revenue (vs 44.61% in 2023).珀莱雅2024年年报显示,线上渠道营收102.34亿元(+23.68%),占比95.06%;线下营收5.32亿元(-13.63%)。销售费用51.61亿元,占营收47.88%(2023年为44.61%)。
2025-08-26Proya's H1 2025 online revenue reached 5.109 billion yuan (+9.17% YoY), accounting for 95.39% of total revenue; offline revenue was 247 million yuan (-21.49% YoY).珀莱雅2025年上半年线上收入51.09亿元(同比+9.17%),占总收入95.39%;线下收入2.47亿元(同比-21.49%)。
2026-04-22Proya's 2025 annual report showed: main brand Proya revenue fell 10.39% to RMB 7.689 billion; sub-brands grew strongly: Caitang +5.37% to RMB 1.255 billion, OR +102.19% to RMB 744 million, Yuanshibota +125.38% to RMB 256 million. R&D spending rose 3.07% to RMB 217 million.珀莱雅2025年年报显示:主品牌珀莱雅营收76.89亿元(-10.39%);子品牌增长强劲:彩棠12.55亿元(+5.37%),OR 7.44亿元(+102.19%),原色波塔2.56亿元(+125.38%)。研发投入2.17亿元(+3.07%)。
2026-07-01Proya's 2025 annual report shows main brand revenue of RMB 7.689 billion (down 10.39%), while sub-brands 彩棠 (RMB 1.255 billion), OffRelax, 原色波塔, and 惊时 grew 102%, 125%, and 442% respectively, with non-main brand share rising to 27.36%.珀莱雅2025年报显示主品牌营收76.89亿元(同比下滑10.39%),子品牌彩棠(12.55亿元)、OffRelax、原色波塔、惊时分别增长102%、125%、442%,非主品牌占比升至27.36%。
2026-07-02Proya's 2025 annual report: revenue RMB 10.597 billion, net profit RMB 1.498 billion; main brand Proya revenue fell 10.39% to RMB 7.689 billion, while sub-brands (彩棠, OffRelax, 原色波塔, 惊时) grew 102%, 125%, 442% respectively, raising non-main brand share to 27.36%.珀莱雅2025年报:营收105.97亿元,净利润14.98亿元;主品牌营收下滑10.39%至76.89亿元,子品牌彩棠、OffRelax、原色波塔、惊时分别增长102%、125%、442%,非主品牌占比升至27.36%。
Financial & Investment Updates财务与投资动态 4 · 2024-08-27 → 2026-05-13
Disclosed investing cash flow, postponed raised-funds projects, and closed convertible bond accounts after full use.披露投资现金流、推迟募投项目,并在资金使用完毕后注销可转债专户。
2024-08-27Proya's 2024 H1 net cash flow from investing was RMB 193 million, and cash paid for fixed assets, intangible assets, and other long-term assets was RMB 114 million.珀莱雅2024年上半年投资性现金流1.93亿元,购建固定资产、无形资产和其他长期资产支付的现金为1.14亿元。
2024-08-28Proya announced partial postponement of its raised-funds investment projects, originally from the 2021 convertible bond issuance of RMB 751.713 million (net RMB 744.509 million).珀莱雅公告部分募集资金投资项目延期,该募集资金源于2021年公开发行可转换公司债券,募集资金总额7.51713亿元(净额7.44509亿元)。
2025-10-30Proya postponed 'Information System Upgrade Project' completion date from Dec 2025 to Dec 2026, as approved by sponsor CITIC Securities.珀莱雅将“信息化系统升级建设项目”达到预定可使用状态日期从2025年12月延期至2026年12月,保荐人中信建投无异议。
2026-05-13Proya completed the use of all proceeds from its convertible bond issuance and closed the corresponding special accounts for the Huzhou expansion, Longwu R&D center, and IT upgrade projects.珀莱雅可转债募集资金已全部使用完毕,注销了湖州扩建、龙坞研发中心、信息化系统升级等项目的募集资金专户。
Corporate Awards & Rankings企业奖项与排名 2 · 2024-09-14 → 2024-11-06
Proya received Hangzhou Top 100 Enterprise and multiple industry awards at CAME conference.珀莱雅获杭州综合百强企业称号及CAME大会多项行业奖项。
2024-09-14Proya was awarded the '2024 Hangzhou Comprehensive Top 100 Enterprise' title by the Hangzhou Federation of Industry and Economics.珀莱雅荣获杭州市工业经济联合会等颁发的'2024杭州市综合百强企业'称号。
2024-11-06Proya won four awards at the 2024 China Fragrance Flavor Cosmetics Industry Annual Conference & Expo (CAME) in Nanjing; chairman Hou Juncheng delivered a speech on innovation, digitalization, and internationalization.珀莱雅在2024中国香料香精化妆品行业年会暨博览会(CAME)上荣获四项大奖;董事长侯军呈发表关于创新、数字化和国际化的演讲。
R&D achievements & publications研发成果与发表 5 · 2024-10-24 → 2026-06-27
Research presentations at international conferences, new raw material industrialization, and R&D recognitions.在国际会议上的研究展示、新原料产业化和研发认可。
2024-10-24Proya presented two research findings at the 34th IFSCC Congress in Brazil: a study on the whitening mechanism of '335 and tranexamic acid composition' and a study on 'andrographolide's dual effect on epidermal regeneration', marking the first international presentation of the 'dual-degradation whitening mechanism'.珀莱雅在第34届IFSCC全球化妆品科学大会上发表两项研究成果:关于“335与传明酸组合物的美白功效机制”的研究,以及“穿心莲内酯对表皮再生双重作用”的研究,这是“双降解美白机制”首次在国际会议亮相。
2024-11-12Proya presented whitening and repair innovations at the 34th IFSCC international conference, including first research on basement membrane and epidermal stem cell dual relationship for skin homeostasis, and a new 'internal and external dual degradation' brightening approach.珀莱雅在第34届IFSCC国际会议上展示美白、修护等创新成果,首次研究基底膜与表皮干细胞对皮肤稳态的双重关系,并开创全新“内外双降解”科学亮肤思路。
2025-12-31Proya officially launched a cosmetics raw material R&D joint innovation center in Liandu District, Lishui City, Zhejiang Province, focusing on efficacy R&D and industrial application of local ecological plant ingredients (e.g., white lotus, tetrastigma hemsleyanum).珀莱雅在浙江省丽水市莲都区正式落地化妆品原料研发联合创新中心,聚焦本地生态特色植物(如白莲、三叶青)的功效研发与产业化应用。
2026-05-28Proya completed industrialization of four self-developed raw material projects in 2025, applied to brands including Yuefuti, Caitang, and Jingshi.2025年珀莱雅完成4个自研原料项目的产业化落地,应用于悦芙媞、彩棠、惊时等品牌。
2026-06-27Proya registered a new software copyright 'Bioinformatics Peptide Molecular Structure Screening and Analysis Management System V1.0'.珀莱雅新注册《生物信息多肽分子结构筛选分析管理系统V1.0》软件著作权。
Government & Official Visits政府与官方考察 1 · 2024-11-06
Hangzhou Party Secretary visited Proya; chairman briefed on strategy and international expansion.杭州市委书记考察珀莱雅;董事长汇报战略与国际化进展。
2024-11-06Zhejiang Provincial Party Deputy Secretary and Hangzhou Party Secretary Liu Jie visited Proya; chairman Hou Juncheng briefed on brand building, talent, R&D, smart supply chain, and international expansion; Liu encouraged global expansion.浙江省委副书记、杭州市委书记刘捷调研珀莱雅;董事长侯军呈汇报品牌建设、人才、研发、智能供应链及国际化进展;刘捷鼓励拓展国际视野。
Product Pricing & Cost Trends产品定价与成本趋势 1 · 2024-11-12
Q3 2024 ASP rose 24.64% due to premium hero products while raw material costs fell across categories.2024年Q3均价上涨24.64%,主因高端明星产品,同时各类原料成本下降。
2024-11-12Proya's Q3 2024 average selling price for skincare (including cleansing) was 80.22 yuan/unit, up 24.64% YoY, driven by higher-priced hero products (serums, creams); raw material costs for humectants, actives, oils/waxes, and emulsifiers fell 14.5%, 24.84%, 0.38%, and 1.57% YoY respectively.珀莱雅2024年Q3护肤类(含洁肤)平均售价80.22元/支,同比+24.64%,因高单价大单品(精华、面霜)占比提升;保湿剂、活性物、油酯蜡、乳化剂采购单价同比分别下降14.5%、24.84%、0.38%、1.57%。
International Cooperation & Visits国际合作与访问 2 · 2025-03-03 → 2025-07-10
Chairman led European tech team to Aptar Group; Proya attended Barcelona Beauty Innovation Days as only Chinese company.董事长率欧洲技术团队访问阿普塔集团;珀莱雅作为唯一中国企业参加巴塞罗那美妆创新日。
2025-03-03Proya attended Beauty Innovation Days 2025 in Barcelona as the only invited Chinese beauty company; Chief Scientific Advisor Lieve Declercq gave a keynote speech on Chinese market innovation.珀莱雅作为唯一受邀的中国美妆企业出席巴塞罗那Beauty Innovation Days 2025;首席科学顾问Lieve Declercq发表关于中国市场创新的主题演讲。
2025-07-10Proya Chairman Hou Juncheng led European tech team to visit Aptar Group's innovation center and production base in France, discussing packaging innovation and global cooperation.珀莱雅董事长侯军呈率欧洲科创团队访问法国阿普塔集团创新中心及生产基地,探讨包装创新与全球合作。
Marketing campaigns & brand ambassadors营销活动与品牌代言人 2 · 2025-03-06 → 2026-03-09
Brand campaigns, ambassador appointments, and related marketing initiatives, including controversies.品牌活动、代言人官宣及相关营销举措,包括争议事件。
2025-03-06Proya's Spring Festival campaign 'Give Luck a Higher Level' achieved over 310 million total online exposures via drone light show, co-branded gift box, and social media matrix.珀莱雅‘给好运上个高度’新春营销活动通过无人机光影秀、联名礼盒及社交媒体矩阵实现全网曝光量超3.1亿。
2026-03-09Proya launched a brand campaign titled 'I Know You' (Wo Ren De Ni) for Women's Day, featuring a TVC and posters that highlight genuine emotional connections among women, rejecting stereotypes and promoting authentic female narratives.珀莱雅推出三八妇女节品牌策划‘我认得你’,通过TVC和海报展现女性之间的真实情感联结,拒绝刻板印象,倡导真诚的女性叙事。
R&D & Innovation研发与创新 2 · 2025-03-06 → 2026-05-08
Launched 'Optical 335' whitening pathway at InnoCosmo; announced three-core R&D system with global centers.在InnoCosmo发布'光学335'美白通路;宣布三大核心研发体系及全球研发中心。
2025-03-06Proya launched 'Optical 335' and the first 'dual-degradation whitening pathway' at InnoCosmo 9th China International Skincare Technology Forum; applied to 'Optical Bottle' series, with efficacy tests showing 61.83% spot reduction and 25.02% whitening.珀莱雅在InnoCosmo第九届中国国际护肤技术论坛上推出‘光学335’及首创‘双降解美白通路’;已应用于‘光学瓶’系列,功效测试显示淡斑61.83%、美白25.02%。
2026-05-08Proya announced its three-core R&D system: self-developed R&D, industry-university-hospital cooperation, and international collaboration; it has established R&D centers in Hangzhou, Shanghai, and Europe.珀莱雅披露'自主研发+产学研医合作+国际化协同'三核驱动研发体系,已设立杭州、上海、欧洲三大研发中心。
Synthetic biology & AI partnerships合成生物学与AI合作 3 · 2025-05-21 → 2026-04-07
Strategic partnerships in synthetic biology and AI for product development, customer service, and digital transformation.在合成生物学和AI领域的战略合作,用于产品开发、客户服务和数字化转型。
2025-05-21Proya signed a strategic cooperation agreement with Bota Bio (Enhe Biotechnology), its first synthetic biology partnership, focusing on synthetic biology and AI integration for cosmetics and biomedical materials.珀莱雅与恩和生物(Bota Bio)签署战略合作协议,系首次与合成生物学企业合作,聚焦合成生物学与AI技术在化妆品和生物医美材料领域的融合应用。
2025-05-22Proya reached a strategic cooperation with Ant Group's Digital蚂力 (Digital Mali) on AI smart cloud customer service, AI smart inspection, and full-chain user experience, including 7x24 real-time factory inspection using multimodal AI.珀莱雅与蚂蚁集团数字蚂力达成战略合作,涉及AI智能云客服、AI智能巡检、全链用户体验,并在工厂生产环节嵌入多模态AI技术实施7×24小时实时巡检。
2026-04-07Proya signed a strategic cooperation memorandum with the 'Zhejiang University-Weimingshiguang AI Biology Joint Research Center' to jointly build an AI-driven life science and consumer health innovation platform, and joined its expert committee.珀莱雅与“浙江大学-未名拾光AI生物学联合研究中心”签署战略合作备忘录,共同搭建AI驱动的生命科学与消费健康创新平台,并加入其专家委员会。
Credit Ratings信用评级 2 · 2025-06-19 → 2026-06-16
Both Joint Credit Ratings and United Credit Ratings affirmed 'AA' long-term credit and convertible bond ratings with stable outlook.联合资信与联合信用均确认'AA'长期信用及可转债评级,展望稳定。
2025-06-19Joint Credit Ratings affirmed Proya's long-term credit rating at 'AA' and 'Proya Convertible Bond' rating at 'AA' with stable outlook.联合资信维持珀莱雅主体长期信用等级为'AA','珀莱转债'信用等级为'AA',评级展望为'稳定'。
2026-06-16United Credit Ratings reaffirmed Proya's long-term credit rating at 'AA' and 'Proya Convertible Bond' at 'AA' with stable outlook.联合资信维持珀莱雅主体长期信用等级为'AA','珀莱转债'信用等级为'AA',评级展望为'稳定'。
Hong Kong H-share listing香港H股上市 17 · 2025-08-26 → 2026-07-27
Process of planning, approving, and filing for a Hong Kong Stock Exchange listing to accelerate international strategy.规划、批准和提交香港交易所上市申请以加速国际化战略的过程。
2025-09-01Proya announced plans to list on the Hong Kong Stock Exchange (H-share), aiming to become the first A+H listed domestic beauty company.珀莱雅宣布拟发行H股并在港交所上市,计划成为首个A+H上市的本土美妆企业。
2025-10-27Proya held an extraordinary general meeting to approve the H-share listing proposal, advancing its Hong Kong IPO process.珀莱雅召开临时股东大会审议通过赴港上市议案,港股IPO进程向前推进。
2025-12-18Proya announced plans to issue H-shares and list on the Main Board of the Hong Kong Stock Exchange to accelerate international strategy and overseas financing.珀莱雅宣布拟发行H股并在香港联交所主板上市,以加快国际化战略和海外融资能力。
2025-12-26China Securities Regulatory Commission (CSRC) requested Proya to supplement explanations on four matters for its H-share listing: use of proceeds involving overseas investment, data collection from apps/mini-programs, advertising business qualifications, and foreign investment access compliance under the Negative List (2024 edition).中国证监会对珀莱雅H股上市出具补充材料要求,涉及募集资金境外投资用途、APP/小程序数据收集、广告业务资质及《外商投资准入负面清单(2024年版)》合规性等四项事项。
2026-01-12China Securities Regulatory Commission (CSRC) issued four inquiries to Proya regarding its Hong Kong secondary listing filing, covering use of proceeds, user data collection, advertising business, and foreign investment access.证监会对珀莱雅赴港二次上市备案提出四项问询,涉及募集资金用途、用户信息收集、广告业务及外资准入。
2026-04-30Proya submitted a new listing application to the Hong Kong Stock Exchange for H-share issuance, with joint sponsors CICC and UBS. The previous application filed on October 30, 2025, lapsed on April 30, 2026.珀莱雅向港交所重新提交H股上市申请,联席保荐人为中金公司和瑞银集团。此前于2025年10月30日递交的申请已于2026年4月30日失效。
2026-07-27Proya confirmed its H-share listing on the Hong Kong Stock Exchange is progressing in an orderly manner, according to the company's investor relations platform response.珀莱雅在投资者关系平台确认,公司发行H股并在港交所主板上市的工作正在依规有序推进。
Huazhixiao (Flower Knows) acquisition花知晓收购 15 · 2025-09-01 → 2026-08-24
Strategic investment and subsequent controlling acquisition of the color cosmetics brand Huazhixiao, including integration and capacity expansion.对彩妆品牌花知晓的战略投资及后续控股收购,包括整合和产能扩张。
2025-10-21Proya invested in Huazhixiao (Flower Knows) brand, expanding color cosmetics portfolio alongside Caitang and INSBAHA.珀莱雅入股花知晓品牌,与彩棠、原色波塔共同扩展彩妆业务布局。
2026-05-21Proya's wholly-owned subsidiary Proya (Hainan) acquired 12.5479% equity in Shenzhen Huazhixiao E-commerce (owner of the Huazhixiao cosmetics brand) for 351 million yuan in cash, raising its stake to 51% and consolidating the target.珀莱雅全资子公司珀莱雅(海南)以3.51亿元现金收购深圳花知晓电子商务有限公司12.5479%股权,持股升至51%并实现控股并表。
2026-06-11Proya's subsidiary Proya (Hainan) Investment signed an agreement to acquire 12.5479% of Huazhixiao (Flower Knows) from Yang Zifeng for 351.1 million yuan, raising stake to 51%.珀莱雅全资子公司珀莱雅(海南)投资与杨子枫签署协议,以3.511亿元受让花知晓12.5479%股权,持股升至51%。
2026-06-15Huazhixiao (Flower Knows) 2025 revenue 1.726 billion yuan, net profit 280 million yuan; Q1 2026 revenue 675 million yuan, net profit 155 million yuan (unaudited).花知晓2025年营收17.26亿元,净利润2.80亿元;2026年一季度营收6.75亿元,净利润1.55亿元(未经审计)。
2026-06-26Huazhixiao (Flower Knows) decided to build its own warehousing and logistics center in Hongze District, Huai'an, Jiangsu, expected to be operational by June 2027.花知晓决议在江苏省淮安市洪泽区自建仓储物流中心,预计2027年6月前投入使用。
2026-06-30Huazhixiao (Flower Knows) valuation at 2.827 billion yuan (10x 2025 PE); 2025 net profit margin 16%, Q1 2026 net profit margin 23%, exceeding market expectations.花知晓交易估值28.27亿元(10倍2025年PE);2025年净利率16%,2026年一季度净利率23%,超市场预期。
2026-07-09Proya announced acquisition of an additional 12.5479% stake in Hua Zhi Xiao (花知晓) for RMB 351 million via its wholly-owned subsidiary Proya (Hainan) Investment, raising total stake to 51% and consolidating the brand.珀莱雅公告通过全资子公司珀莱雅(海南)投资以3.51亿元收购花知晓12.5479%股权,合计持股达51%,将花知晓纳入合并报表。
2026-07-16Hua Zhi Xiao (花知晓) plans to build a self-owned production base in Huai'an for annual filling of 150 million cosmetic units, with construction period from Q4 2026 to Q1 2029, complementing Proya's supply chain integration.花知晓计划在淮安建设年分装1.5亿件彩妆的自有生产基地,建设周期为2026年第四季度至2029年第一季度,与珀莱雅供应链整合形成协同。
2026-07-21Proya completed management integration of Hua Zhi Xiao: GM Hou Yameng (侯亚孟) became chairman, founder Yang Zifeng (杨子枫) stepped down to GM/director, co-founder Zhou Tiancheng left the board, and Proya CFO Jin Chang (金昶) became supervisor.珀莱雅完成花知晓管理层整合:总经理侯亚孟出任董事长,创始人杨子枫卸任董事长改任总经理/董事,联合创始人周天成退出董事会,珀莱雅财务负责人金昶出任监事。
2026-08-04Proya completed the acquisition of a 51% controlling stake in girl-style color cosmetics brand Huazhixiao (Flower Knows) for a cumulative RMB 779 million, achieving absolute control and marking its first major M&A under GM Hou Yameng.珀莱雅累计出资7.79亿元取得少女彩妆品牌花知晓51%股权,实现绝对控股,这是侯亚孟出任总经理以来的首笔重磅并购。
Channel Expansion & Performance渠道拓展与业绩 4 · 2025-10-30 → 2026-06-04
Partnered with pharmacy chain Yixintang for OTC channel; reported Q3 skincare revenue decline and 2025 main brand drop with sub-brand surges.与一心堂合作拓展OTC渠道;Q3护肤收入下滑,2025主品牌下降但子品牌大增。
2026-01-14Proya partnered with Yixintang (一心堂), a major pharmacy chain, to launch OTC channel distribution in Southwest China, targeting science-backed skincare in pharmacy settings.珀莱雅与一心堂合作,在西南地区启动OTC渠道布局,聚焦药房场景下的科学护肤。
2026-01-23Media report highlighted Proya's revenue growth deceleration: core brand 'Proya' grew 19.55% in 2024 vs 36.36% in 2023; 2025 Q3 revenue and net profit declined YoY; sales expenses reached ~50% of revenue.媒体报道珀莱雅增长放缓:核心品牌‘珀莱雅’2024年增速19.55%(2023年36.36%);2025年三季度营收和净利润同比下滑;销售费用占比近50%。
2026-06-04Proya's main brand revenue fell 10.39% in 2025 to 7.689 billion yuan; total 2025 revenue was 10.597 billion yuan (down 1.68% YoY), net profit 3.67 billion yuan in Q1 2026; sub-brands OffRelax revenue surged 102.19%, Jingshi 441.66%, Yuansebota 125.38%.珀莱雅主品牌2025年营收76.89亿元(同比降10.39%);2025年总营收105.97亿元(同比降1.68%);2026年一季度归母净利润3.67亿元;子品牌OffRelax营收增102.19%,惊时增441.66%,原色波塔增125.38%。
INSBAHA (原色波塔) brand growth原色波塔品牌增长 1 · 2026-06-08
Rapid growth of the INSBAHA brand, including new product series and copyright registrations.原色波塔品牌的快速增长,包括新系列和版权登记。
2026-06-08Proya registered 2 new copyrights for INSBAHA Yuansebota 'Fangu' series pattern designs.珀莱雅新注册2个美术作品著作权,包括INSBAHA原色波塔「反骨」系列图案设计。