珀莱雅8月资讯速递

摘要：8月27日，珀莱雅发布《2025年半年度报告》。报告显示，公司实现营业收入53.62亿元，同比增长7.21%；归母净利润7.99亿元，同比增长13.80%；经营性现金流12.93亿元，同比增幅高达95.34%。与利润同步抬升的是盈利质量：净利率同比提高至15.

珀莱雅8月资讯速递###

重大事件

珀莱雅发布《2025年半年度报告》，并筹划港股上市

Proya Cosmetics Releases Semi-Annual Report 2025 and Announces Plans for Hong Kong Listing

8月27日，珀莱雅发布《2025年半年度报告》。报告显示，公司实现营业收入53.62亿元，同比增长7.21%；归母净利润7.99亿元，同比增长13.80%；经营性现金流12.93亿元，同比增幅高达95.34%。与利润同步抬升的是盈利质量：净利率同比提高至15.41%，毛利率同比提高3.56个百分点至73.38%。珀莱雅以稳健的收入与充沛的现金流，向市场交出了一份“质效双优”的期中答卷。同期，公司推出每10股派8元（含税）的分红方案，3.15 亿元分红额占当期归母净利润 39.48%，并筹划发行H股赴港上市，多维举措彰显长远发展信心。

On August 27, Proya Cosmetics released its Semi-Annual Report 2025. The report shows that the company achieved revenue of CNY 5.362 billion, a year-on-year increase of 7.21%; net profit attributable to shareholders reached CNY 799 million, up 13.80% year-on-year; and operating cash flow amounted to CNY 1.293 billion, soaring 95.34% year-on-year. Profitability also improved in quality: net profit margin rose to 15.41%, while gross profit margin increased by 3.56 percentage points to 73.38%. With steady revenue growth and robust cash flow, Proya Cosmetics delivered a “high-quality and high-efficiency” mid-year performance. At the same time, the company announced a dividend plan of CNY 8 (tax inclusive) for every 10 shares, with a total payout of CNY 315 million, accounting for 39.48% of the period’s net profit attributable to shareholders. In addition, Proya Cosmetics officially announced plans to issue H-shares and pursue a listing in Hong Kong, demonstrating firm confidence in its long-term development through multiple initiatives.

珀莱雅亮相2025 CBE杭州美博会

Proya Cosmetics Showcases at the 2025 CBE Hangzhou

8月20日-21日，2025 CBE杭州国际美容博览会成功举办。期间，珀莱雅股份创始人、董事长侯军呈受邀出席2025 CBE美妆生态大会。作为美妆行业领袖，侯军呈发表“创新驱动未来”的主题演讲，并见证“CBE 杭州美妆生态倡议书启动仪式”。珀莱雅旗下专业化妆师品牌彩棠作为国货彩妆头部品牌代表亮相CBE杭州，并凭借出色的基础硬实力、专业领导力和社会影响力获颁“2025 CBE·胡润中国彩妆品牌TOP10”。

The 2025 CBE Hangzhou International Beauty Expo was successfully held from August 20th to 21st. During the event, Hou Juncheng, Founder & Chairman of Proya Cosmetics, was invited to attend the 2025 CBE Hangzhou. As an industry leader, Mr. Hou delivered a keynote speech on “Innovation Driving the Future” and witnessed the launch ceremony of the CBE Hangzhou Beauty Ecosystem Initiative. TIMAGE, a professional makeup brand of Proya Cosmetics, took the stage at CBE Hangzhou as a leading representative of Chinese color cosmetics. With its strong fundamentals, professional leadership, and social influence, TIMAGE was honored with the “2025 CBE · Hurun China Top 10 Makeup Brands” award.

珀莱雅斩获2025年天猫金妆奖多项荣誉

Proya Cosmetics Wins Multiple Honors at the 2025 Tmall Beauty Awards

8月28日， 2025年天猫金妆奖颁奖典礼在上海召开。珀莱雅凭产品实力与市场认可度，斩获多项荣誉，彰显头部美妆品牌竞争力。其中，珀莱雅品牌获 “年度TOP 品牌奖” 第一位；红宝石面霜上榜 “年度TOP单品奖” 并获 “年度乳液面霜奖”，红宝石水乳礼盒获得“年度礼盒奖”，双抗面膜获 “年度面膜奖”，双抗水乳与彩棠无暇粉底液获 “年度年轻人选择奖”。此外，彩棠品牌薄纱粉底液上榜 “年度 TOP 新品奖”，大师妆前乳获 “年度妆前奖”；同时，珀莱雅还凭借优秀的直播运营能力，获得 “年度店播合作伙伴奖”，展现多维度优势。

On August 28, the 2025 Tmall Beauty Awards ceremony was held in Shanghai. With outstanding product strength and strong market recognition, Proya Cosmetics garnered multiple honors, underscoring its competitiveness as a leading beauty brand. Among the honors, PROYA ranked No.1 in the “Top Brand of the Year”, the Advanced Firming Nourishing Moisture Cream was listed in the “Top Product of the Year”, and also won “Lotion & Cream of the Year”. The Advanced Firming Nourishing Lotion & Emulsion Gift Set received the “Gift Set of the Year” award, while the Double Effect Whitening Brightening Mask was named “Mask of the Year”. The Double Effect Whitening Brightening Lotion & Emulsion together with TIMAGE Flawless Matte Lasting Foundation and Correction Concealer were recognized as “Young Consumers' Choice of the Year”. In addition, TIMAGE Light Matte Lasting Foundation and Correction Concealer was listed among the “Top New Products of the Year”, while the Glossy Correcting Double Effect Primer won “Primer of the Year”. At the same time, PROYA was awarded “Livestream Partner of the Year” for its outstanding livestreaming operations, showcasing its strengths across multiple dimensions.

商道融绿ESG评级更新：珀莱雅获行业内最高A级

SynTao Green Finance ESG Rating Update: Proya Earns Top A-Level in Industry

近日，商道融绿完成2025年度最新一期ESG（环境、社会和公司治理）评级更新工作。珀莱雅2025年第二季度评级较上期有所提升，获得行业最高评级 A 级。商道融绿核心团队自2009年起为海内外投资机构及监管机构提供 ESG 数据和研究服务，其 A 股 ESG 评级和数据服务市场采用率持续领先。此次评级结果，充分印证了珀莱雅在可持续发展领域的扎实成效与行业领先地位。

Recently, SynTao Green Finance released its latest 2025 ESG (Environmental, Social, and Governance) rating results. Proya Cosmetics’s rating for the second quarter of 2025 showed an improvement from the previous assessment, earning the highest industry rating of A. Since 2009, the core team of SynTao Green Finance has been providing ESG data and research service to domestic and international investors and regulators, with its A-share ESG ratings and data service consistently leading the market in adoption. This latest recognition affirms Proya Cosmetics’s solid progress and industry-leading position in sustainable development.

珀莱雅股份聘任薛霞女士为公司董事会秘书

Proya Cosmetics Appoints Ms. Xue Xia as Board Secretary

8月25日，珀莱雅化妆品股份有限公司召开第四届董事会第六次会议，审议通过了《关于聘任公司高级管理人员的议案》，同意聘任薛霞女士为公司董事会秘书，任期自本次董事会审议通过之日起至第四届董事会届满之日止。近期，公司正式宣布启动港股上市筹备工作。此次上市旨在拓宽国际资本平台，积蓄全球化发展核心资源。在此进程中，新任董事会秘书薛霞将凭借其丰富的资本市场运作经验和跨国企业管理背景，为珀莱雅顺利推进港股上市提供重要助力。

On August 25, Proya Cosmetics Co., Ltd. convened the sixth meeting of its fourth Board of Directors, at which the Proposal on the Appointment of Senior Management was reviewed and approved. The Board resolved to appoint Ms. Xue Xia as Board Secretary, with her term commencing upon approval and lasting until the expiration of the fourth Board's tenure. Recently, Proya Cosmetics officially announced the launch of its Hong Kong listing preparation. The planned listing aims to broaden international capital platforms and strengthen core resources for global development. In this process, Ms. Xue will leverage her extensive experience in capital markets and multinational corporate management to play a vital role in supporting the company's progress toward a successful Hong Kong listing.

珀莱雅股份首席营销官正式官宣

Proya Cosmetics Officially Announces Chief Marketing Officer

8月28日，珀莱雅股份正式任命果小先生为珀莱雅股份首席营销官（CMO），以专业人才赋能品牌、营销体系升级，为 “双十” 战略愿景的实现奠定坚实基础。加入珀莱雅股份之后，果小将充分发挥跨行业、跨品类的优势，为珀莱雅股份在消费者洞察、品牌升级、市场趋势研判与营销方式创新、海外市场拓展规划等方面带来更多创新思路与实战方案，进一步推动公司营销体系与全球化战略的深度适配。

On August 28, Proya Cosmetics has officially appointed Mr. Guo Xiao as Chief Marketing Officer (CMO), bringing in professional expertise to empower brand growth and upgrade the marketing system, laying a solid foundation for achieving the company’s “Double Ten” strategic vision. This appointment marks an important step in Proya Cosmetics's continuous efforts to build brand-driven and global competitiveness. Leveraging his cross-industry and cross-category experience, Guo Xiao will bring fresh perspectives and practical solutions in consumer insights, brand upgrading, market trend analysis, marketing innovation, and overseas expansion planning. His leadership will further align Proya Cosmetics’s marketing system with its globalization strategy and drive the brand toward breakthrough growth.

珀莱雅公益研学活动筑梦山区少年

Proya Foundation Study Tour Inspires Children from Mountainous Areas

今夏，珀莱雅公益发起的 “来雅少年公益研学活动” 再次开启，河南新密与重庆彭水的山区少年走进企业。在杭州龙坞研发中心，孩子们化身 “小小护肤科学家”，探秘精密仪器、参与护手霜 DIY，感受美妆科技魅力。重庆彭水女生则走进彩棠美妆学院，体验彩妆试色、探秘直播间，聆听护肤课堂与职业分享。活动为孩子们打开美妆科技与职业新视界，让梦想触手可及，彰显企业用公益播撒希望、践行社会责任的初心。

This summer, Proya Foundation once again launched its “Proya Youth Study Tour” program, welcoming children from mountainous areas of Xinmi, Henan, and Pengshui, Chongqing into the company. At the Hangzhou Longwu R&D Center, the children became “little skincare scientists”, exploring precision instruments, taking part in a DIY hand cream workshop, and experiencing the charm of beauty technology. Meanwhile, the girls from Pengshui visited the TIMAGE Beauty Academy, where they tried out makeup shades, explored livestream studios, and attended classes on skincare and career sharing. The program opened new horizons in beauty technology and career possibilities for the children, bringing their dreams within reach. It also reflects Proya Cosmetics’s enduring commitment to sowing seeds of hope through public welfare and fulfilling its social responsibility.

珀莱雅员工爱心助力希望小学图书室

Proya Cosmetics Employees Support the Hope Primary School Library with Love

为满足珀莱雅希望小学孩子们的阅读需求，珀莱雅公益发起了爱心图书捐赠活动。此前企业已为学校改造图书室，更换灯具、添置书架桌椅并精选首批书籍。8月5日，员工们积极参与捐赠，带来幼儿绘本、全新文具、手工作品等。满载爱心的书籍与礼物陆续送达，让书香与爱意照亮孩子们的求知之路。

To meet the reading needs of students at Proya Hope Primary School, Proya Foundation launched a book donation initiative. Previously, Proya Cosmetics had already renovated the school's library, installing new lighting, adding bookshelves, desks, and chairs, and selecting the first collection of books. On August 5, employees actively participated by donating children’s picture books, brand-new stationery, and handmade works. The heartfelt books and gifts are now reaching the school, lighting the children’s path of knowledge with the fragrance of books and the power of love.

珀莱雅平凉亲子公益夏令营圆满落幕

Proya Cosmetics Pingliang Parent-Child Summer Camp Concludes Successfully

8月14日-18日，珀莱雅在甘肃平凉开展“美好18·共绘未‘莱’”珀莱雅希望小学18周年亲子公益夏令营活动。包括珀莱雅员工家庭在内的19组城市家庭与希望小学的孩子们结对成队，通过共建图书室、趣味运动会、共绘彩绘墙、合种感恩果树、同走上学路等环节，在协作中建立起深厚的情感纽带。

From August 14 to 18, Proya Cosmetics held the “Beautiful 18 · Painting a Shared Future” Parent-Child Summer Camp in Pingliang, Gansu, to celebrate the 18th anniversary of Proya Hope Primary School. 19 urban families, including employees of Proya Cosmetics and their children, paired up with students from the Hope Primary School. Together, they built a library, took part in fun sports games, painted a mural wall, planted a “Tree of Gratitude”, and even walked the road to school side by side, forging deep emotional bonds through collaboration.

品牌动态

珀莱雅官宣珀莱雅护肤全球代言人宋佳

PROYA Announces Song Jia as Global Skincare Ambassador

8月，珀莱雅正式宣布著名演员宋佳成为品牌护肤全球代言人。宋佳以在演艺领域的深耕积淀与对专业品质的极致追求，展现出面对挑战的通透认知与率性姿态，尽显“实力撑场”的从容气魄。此次双方携手将诠释“以独家双环肽科技，协同撑起肌肤胶原网”的产品内核，共启精准护肤新篇章。

In August, PROYA officially announced renowned actress Song Jia as its global skincare ambassador. With her deep dedication to the performing arts and her relentless pursuit of professional excellence, Song Jia embodies clarity and authenticity in the face of challenges, fully demonstrating the poised confidence of strength that commands the stage. Through this collaboration, PROYA and Song Jia will jointly interpret the brand's core innovation, “exclusive dual-cyclic peptide technology that works in synergy to reinforce the skin's collagen network”, ushering in a new chapter of precision skincare.

彩棠「碧落夕岚」系列限定上新

TIMAGE Launches Limited “Azure Twilight” Collection

彩棠推出了限定「碧落夕岚」系列，该系列以 “蓝调时分” 为设计灵感，将天际最后一抹粉霞揉进青蓝暮色，打造兼具自然意境与实用妆效的限定彩妆。

TIMAGE has unveiled its limited-edition “Azure Twilight” collection. Inspired by the "blue hour" at dusk, the series blends deep evening blues with rosy sunset hues, infusing the products with both natural poetic charm and versatile makeup effects.

Off&Relax护发精油礼盒全新上市

Off&Relax Launches New Hair Oil Gift Set

Off&Relax以四季气息为灵感，推出护发精油礼盒，将四季气息凝入香氛。礼盒含四款香型：春日花园（绿叶花果调）、沐月观花（清新花香调）、满陇茶桂（馥郁桂花调）、暖郁红茶（木质红茶香），让发香定格时光记忆。

Inspired by the essence of the four seasons, Off&Relax introduces a new hair oil gift set that captures seasonal moods in fragrance. The set includes four signature scents: Spring Garden (green floral & fruity notes), Moonlit Blossoms (fresh floral notes), Manlong Osmanthus (rich osmanthus notes), and Warm Black Tea (woody black tea notes), preserving memories through hair scent.

悦芙媞9周年品牌焕新官宣代言人RICKY沈泉锐

HAPSODE Celebrates 9th Anniversary with Brand Refresh and New Ambassador Ricky

悦芙媞9周年之际，对品牌理念、产品与视觉进行焕新升级，从“油皮护肤专家”跃升为“年轻肌专研品牌”，同步官宣RICKY沈泉锐为活力代言人，推出「锐气不凡」限定礼盒。

On its 9th anniversary, HAPSODE unveiled an upgraded brand philosophy, product lineup, and visual identity, evolving from a “expert in oily skin care” to a “Efficacy-oriented skincare for young skin”. At the same time, the brand announced RICKY as the Energetic Ambassador, launching the limited-edition “HAPSODE × RICKY” gift set to mark the occasion.

悦芙媞新品修红面霜上市

HAPSODE Launches Multi-Effect Soothing Oil Control Cream

悦芙媞针对油敏肌群体推出新品修红面霜。产品搭载 98% 高纯度卡瓦精粹等自主研发成分，从源头阻断肌底出油，精准抗炎。

HAPSODE has introduced the Multi-Effect Soothing Oil Control Cream designed specifically for oily and sensitive skin. The formula features 98% high-purity kava extract along with proprietary active ingredients, targeting the root causes of excess sebum production while soothing skin inflammation. At the same time, it helps strengthen the skin's barrier function, offering a tailored solution to the skincare needs of oily, sensitive skin.

原色波塔 ×Hello Kitty二度联名

INSBAHA × Hello Kitty Team Up Again

盛夏之际，原色波塔与Hello Kitty迎来第二次合作，以 “甜酷张力” 为核心，打造兼具朋克态度与校园感的联名系列。

This summer, INSBAHA and Hello Kitty launch their second collaboration. Centered on the theme of "sweet and cool vibes", the collection blends punk-inspired attitude with a youthful campus spirit.

原色波塔波浪系列睫毛膏革新升级

INSBAHA Wavy Mascara Upgraded

本次波浪睫毛膏革新升级，实现外观与容量双提升，内料克重增加50%，体验更轻盈；搭载全新定制波形板刷头与加长复配纤维，分区梳理易上手。

The upgraded Wavy Mascara features enhancements in both design and capacity, with a 50% increase in formula weight for a lighter, more effortless application. Equipped with a newly customized wave-shaped brush and extended composite fibers, it allows easy handling and precise lash separation.

科创进展

珀莱雅举办抗衰新策略分享会

Proya Cosmetics Hosts Symposium on Anti-Aging Strategies

8月12日，由国际化妆品科技联盟（IFSCC）与珀莱雅股份联合举办的IFSCC Benefactors Academy(IBA)精准抗衰新策略分享会，在珀莱雅杭州龙坞研发中心举行。IFSCC主委暨2026-2027年主席Robert McPherson、珀莱雅首席科学官黄虎博士及众多国内外知名化妆品、上下游供应链企业代表参加此次会议，共探肌肤抗衰前沿科技。

On August 12, the IFSCC Benefactors Academy (IBA) Symposium on Precision Anti-Aging Strategies, co-hosted by the International Federation of Societies of Cosmetic Chemists (IFSCC) and Proya Cosmetics, was held at Hangzhou Longwu R&D Center. The event brought together Robert McPherson, IFSCC Board Member and President for 2026-2027, Dr. Huang Hu, Chief Scientific Officer of Proya Cosmetics, along with many representatives from leading domestic and international cosmetics and supply chain enterprises, to explore the latest frontiers in anti-aging science and technology.