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“化妆工具第一股”终止挂牌 2025上半年营收下滑近20%

亿邦动力 2025-12-02 11:35
亿邦动力 2025/12/02 11:35

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化妆工具行业重点企业倒闭事件频发,实操干货揭示市场风险。

总:企业关停动态展示行业下滑。

1. 尚洋科技终止新三板挂牌,上半年营收下降19.28%。

2. 其他品牌如lisaslab和POOCODI相继闭店,淘宝店铺消失。

总:企业高度依赖外部因素。

1. 大客户依赖85.22%,出口占比94.76%。

2. 财务指标下滑:净利润降28.44%,毛利率降2.23点。

品牌营销和渠道依赖风险成为焦点,学习点助力品牌策略优化。

总:代工业务暴露品牌合作隐患。

1. 尚洋科技为欧莱雅等代工,大客户收入占比85.22%。

2. 出口渠道压力导致收入下滑19.96%,内销下降4.69%。

总:消费趋势下滑需品牌转型。

1. 多个品牌关闭(如lisaslab),显示工具类需求萎缩。

2. 用户行为观察:依赖高端品牌易受市场波动。

事件应对和风险提示突出,机会提示与可学习点引导经营决策。

总:市场下滑事件的风险应对关键。

1. 尚洋科技终止挂牌和闭店案例显示高度依赖客户风险。

2. 负面影响:营收下降20.96%,利润降24.02%,警示流动性问题。

总:增长市场机会在多元化。

1. 消费需求变化:境内收入较小但下滑较缓(降4.69%),可开发国内新市场。

2. 可学习点:从ODM模式学习避免单一依赖,寻找合作方式如电商平台整合。

产品生产和设计需求启示商业机会,电商推进面临挑战与出路。

总:代工生产的依赖引发商业危机。

1. ODM企业依赖大客户(85.22%)和出口(94.76%),产品需求下滑20.96%。

2. 设计需求:出口压力下,需优化产品结构应对波动。

总:推进数字化和电商的启示有限但有警醒。

1. 商业机会:境内市场降幅小(0.06亿营收),可转向本土客户。

2. 电商启示:lisaslab淘宝店铺关闭案例,显示平台风险需加强电商策略。

行业发展趋势和客户痛点凸显解决方案需求。

总:化妆工具行业下行趋势明显。

1. 尚洋科技财务下滑(收入降19.28%),多个品牌闭店案例。

2. 痛点:大客户依赖85.22%和出口94.76%导致收入不稳定。

总:解决方案需针对风险规避。

1. 行业问题:依赖单一渠道易受国际影响(出口降19.96%)。

2. 建议方案:帮助企业多元化客户群,提升内销应对。

平台运营管理需规避风向风险,招商新做法响应商户需求。

总:商业对平台的需求暴露问题与最新做法。

1. lisaslab等淘宝店铺关闭,显示平台流失和招商挑战。

2. 风险规避:商户依赖大客户引发放缓,需强化运营维护。

总:平台招商最新启发。

1. 商户需求:高度依赖外部因素(出口94.76%),需平台提供多元支持。

2. 运营管理:从闭店案例学习风险防控,增强稳定伙伴关系。

产业新动向和商业模式问题揭示政策启示。

总:ODM商业模式脆弱性问题显现。

1. 新动向:尚洋科技退出市场,依赖出口模式导致收入下滑近20%。

2. 新问题:大客户集中(85.22%)放大波动,利润降28.44%。

总:政策法规建议基于数据启示。

1. 商业模式弊端:高度代工易受外部冲击,需转向多元发展。

2. 启示:从闭店案例(如POOCODI)建议支持国内市场和分散风险策略。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

Frequent closures of key players in the cosmetic tools industry highlight market risks, with practical insights revealing underlying vulnerabilities.

Summary: Company shutdowns signal industry decline.

1. Shangyang Technology delisted from the New Third Board, with H1 revenue dropping 19.28%.

2. Other brands like lisaslab and POOCODI have shut down, with their Taobao stores disappearing.

Summary: High dependence on external factors exposes fragility.

1. Reliance on major clients reached 85.22%, while exports accounted for 94.76% of revenue.

2. Key financial declines: net profit fell 28.44%, and gross margin dropped 2.23 percentage points.

Brand marketing and channel dependency risks come into focus, offering strategic lessons for optimization.

Summary: OEM operations reveal partnership vulnerabilities.

1. Shangyang Technology, a manufacturer for L'Oréal, derived 85.22% of revenue from key clients.

2. Export channel pressure led to a 19.96% revenue drop, while domestic sales fell 4.69%.

Summary: Declining consumption trends necessitate brand transformation.

1. Multiple brand closures (e.g., lisaslab) reflect shrinking demand for tools.

2. User behavior insight: Over-reliance on premium brands increases exposure to market volatility.

Event response and risk warnings are emphasized, with actionable insights to guide business decisions.

Summary: Risk management is critical amid market downturns.

1. Shangyang’s delisting and store closures highlight the dangers of over-reliance on few clients.

2. Negative impacts: Revenue fell 20.96%, profit dropped 24.02%, signaling liquidity risks.

Summary: Growth opportunities lie in diversification.

1. Shifting demand: Domestic revenue declined more slowly (-4.69%), indicating potential for new market development.

2. Key takeaway: Learn from ODM models to avoid single-channel dependency and explore collaborations like e-commerce integration.

Production and design needs reveal business opportunities, while e-commerce advancement faces challenges and pathways.

Summary: Over-reliance on OEM manufacturing triggers crises.

1. ODM firms depend heavily on major clients (85.22%) and exports (94.76%), with product demand falling 20.96%.

2. Design demand: Export pressures necessitate optimized product structures to mitigate volatility.

Summary: Digital and e-commerce advancements offer limited but cautionary insights.

1. Business opportunity: Domestic market decline was minor (¥0.06B revenue), suggesting a pivot to local clients.

2. E-commerce lesson: lisaslab’s Taobao closure underscores platform risks, urging stronger e-commerce strategies.

Industry trends and client pain points highlight demand for solutions.

Summary: The cosmetic tools sector shows clear downward trajectory.

1. Shangyang’s financial decline (revenue -19.28%) and multiple brand closures exemplify challenges.

2. Pain points: Client concentration (85.22%) and export reliance (94.76%) cause revenue instability.

Summary: Solutions must address risk mitigation.

1. Industry issue: Single-channel dependency amplifies international exposure (exports -19.96%).

2. Proposed solution: Assist firms in diversifying client bases and boosting domestic sales.

Platform operations require risk aversion, with merchant recruitment strategies adapting to needs.

Summary: Merchant demands expose platform challenges and innovations.

1. Taobao store closures (e.g., lisaslab) reflect user attrition and recruitment difficulties.

2. Risk avoidance: Merchant reliance on few clients slows growth, necessitating stronger operational support.

Summary: New inspirations for merchant recruitment.

1. Merchant needs: High external dependence (exports 94.76%) requires platforms to offer diversified support.

2. Operational management: Learn from closures to enhance risk control and stabilize partnerships.

Industry shifts and business model flaws reveal policy implications.

Summary: ODM model fragility becomes apparent.

1. Trend: Shangyang’s market exit, driven by export reliance, caused ~20% revenue decline.

2. Issue: Client concentration (85.22%) magnified volatility, with profits falling 28.44%.

Summary: Data-informed policy recommendations.

1. Business model weakness: High OEM dependency increases external shock exposure, urging diversified development.

2. Implication: Closure cases (e.g., POOCODI) suggest policies supporting domestic markets and risk dispersion.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】11月27日,美容美妆工具公司中山尚洋科技股份有限公司在新三板正式终止股票挂牌。该公司曾于2018年3月在新三板终止挂牌,又于2022年5月重新在新三板挂牌上市,上市时一度被称为“化妆工具第一股”。

尚洋科技是一家化妆工具ODM企业,成立于2005年7月,主要为欧莱雅、丝芙兰等化妆品集团生产美容美妆工具。

财报显示,2025年上半年,尚洋科技营业收入1.07亿元,同比下降19.28%;归属于挂牌公司股东的净利润0.15亿元,同比下降28.44%;毛利率30.54%,同比下降2.23个百分点。其中,化妆工具业务营业收入1.02亿元,同比下降20.96%;营业利润0.33亿元,同比下降24.02%。

尚洋科技业务高度依赖大客户和出口,前五大客户收入占比达85.22%,出口收入占营业收入比例94.76%。2025年上半年,境外营业收入1.02亿元,同比下降19.96%;境内营业收入0.06亿元,同比下降4.69%。

实际上,近期也有其他化妆工具品牌陆续关停。11月26日,美妆工具品牌lisaslab栗研发布闭店公告称,清仓完成后或于11月30日正式闭店。据悉,该店铺自2024年开始清仓,目前淘宝店铺仅剩一条清仓链接,店铺粉丝数为1.5万。

淘宝店铺经营执照信息显示,品牌母公司为深圳市萨瓦纳贸易有限公司,成立于2019年。同年,lisaslab栗研品牌成立。该品牌在小红书停更一年多后,再次更新便是闭店通知,且疑似未开设抖音官方店铺及微信官方账号。

另一美妆工具品牌POOCODI胖可丁,也于今年10月发布闭店通知。目前淘宝已无法检索到该品牌店铺,其小红书官方账号的商品仅剩“清仓福袋”一项。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

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