Northbound Capital holds 23.59% of the shares (currently fully circulated) and has been adding positions for many years. The shareholding ratio of Northbound Capital continues to be at a high level.

Polaiya Cosmetics Co., Ltd. was established on May 24th, 2006, which is a large group company integrating research, development, production and sales of cosmetics. At present, it owns many brands such as Polaiya, Youzilai, Hana and Cat Rose, and its products cover skin care, make-up, washing, fragrance and other fields.

Financial data:

The net profit of 20 18 was 287 million yuan, with a net profit growth rate of 43.03%.

The net profit of 20 19 was 393 million yuan, and the net profit growth rate was 36.73%.

The net profit in 2020 is 476 million yuan, and the net profit growth rate is 265,438+0.22%.

20265438 net profit in the third quarter +0. 364 million yuan, net profit increased by 27.82%.

The company's gross profit margin remained high. In the first three quarters, the company's gross profit margin increased by 2.87% to 64.59% year-on-year.

The shareholding ratio of the former 10 major shareholder is 82.24%, which is a highly heavy shareholding.

The company's field is the mass cosmetics market. At present, the mass cosmetics market in China is highly competitive. Since 20 17 years, the growth rate of cosmetics has been continuously higher than the growth rate of overall consumer demand, and it has maintained a high growth rate of more than 10% in recent two years. In recent ten years, the compound growth rate of cosmetics industry is as high as 10%, while the global growth rate is only 2%.

In recent years, domestic beauty cosmetics have risen against the trend. According to the Insight Report on Domestic Beauty released by Tencent Fashion, more than 42% consumers prefer domestic beauty cosmetics, while 60% consumers said they would like to buy them again after experiencing the national makeup for the first time. Among the top ten local brands in China's skin care market, Baique Ling ranks first with a market share of 4.5%, while the market shares of Polaiya and Marumi are 1.9% and 1. 1% respectively, and there is still room for growth three times from the first place.

Earning women's money is a feature of this company. From the profit point of view, the growth in these two years is still relatively fast, and it has not been affected by the epidemic. No wonder northbound funds continue to hold high positions. It shows that foreign investors are very optimistic about this company. And the stock price rose at a high level in the early stage of the epidemic and remained at a high level near 180. It hit a record high last month.

Consumption will definitely pick up after the epidemic, and interested friends can add positions in batches and hold them for a long time.