Shanghai Jahwa United Co Ltd

Recently, multiple A-share listed companies have announced receipt of US tariff refunds. Hanshow Technology's wholly-owned subsidiary in the United States has cumulatively received US tariff and interest refunds totaling 23.1064 million US dollars, equivalent to approximately 157 million yuan. After withholding, the impact on the company's 2026 net profit is approximately 71.1716 million yuan, accounting for 15.75% of the most recent audited net profit. Leyard's consolidated subsidiaries have cumulatively received US tariff and interest refunds totaling 16.5598 million US dollars, equivalent to approximately 112 million yuan. The specific impact on 2026 performance remains to be confirmed. Sirio Pharma's overseas subsidiaries have cumulatively received tariff and interest refunds totaling 11.7029 million US dollars, equivalent to approximately 79.4436 million yuan. Rongjie Health's controlled subsidiaries have cumulatively received 7.252 million US dollars, with an expected impact on the company's net profit attributable to the parent of 17.9599 million yuan, accounting for 24% of the most recent audited net profit. Shanghai Jahwa's wholly-owned overseas subsidiary has cumulatively received tariff and interest refunds of 4.6636 million US dollars, equivalent to approximately 32.322 million yuan, accounting for 12.08% of the company's most recent audited net profit. CFMOTO's wholly-owned subsidiary has cumulatively received US tariff and interest refunds of 38.6079 million US dollars, equivalent to 262 million yuan, with an expected impact on 2026 net profit of approximately 183 million yuan, accounting for 10.95% of the most recent audited net profit. Healthcare Co., Ltd.'s consolidated subsidiaries have cumulatively received US tariff refunds of 2.1324 million US dollars, equivalent to approximately 14.4764 million yuan, to be included in 2026 current profit or loss.

The August 14 Shanghai Securities Morning Brief focuses on a range of company updates and industry information. Xietong Data released its 2026 half-year performance flash report, achieving total operating revenue of 12.641 billion yuan, up 155.69% year on year, and net profit attributable to shareholders of the listed company of 1.863 billion yuan, up 331.11% year on year. Honghe Technology achieved operating revenue of 1.048 billion yuan, up 90.39% year on year, and net profit of 379 million yuan, up 334.32% year on year. G-bits achieved operating revenue of 3.727 billion yuan, up 48.01% year on year, and net profit attributable to the parent company of 1.092 billion yuan, up 69.31% year on year, and plans to distribute a cash dividend of 100 yuan for every 10 shares to all shareholders. Shanghai Jahwa's wholly owned overseas subsidiary received US tariff refunds and interest of 4.6636 million US dollars, equivalent to approximately 32.322 million yuan, accounting for 12.08% of the company's most recent audited net profit. Rongjie Health's controlled subsidiary received US tariff refunds of 7.252 million US dollars, which is expected to affect the company's net profit attributable to the parent company by 17.9599 million yuan, accounting for 24% of the company's most recent audited net profit. In addition, Senior Technology Material plans to acquire 73.4806% equity in Bangci Electronics for 242 million yuan in cash, and Jifeng Auto Parts' controlled subsidiary has been designated for a passenger car seat assembly project by a major original equipment manufacturer, with an expected total lifecycle value of 2.12 billion yuan.

Shanghai Jahwa announced that its wholly owned overseas subsidiary Mayborn USA recently received a refund from US Customs and Border Protection. After deducting intermediary service fees, the cumulative refund of tariffs and interest amounted to 4.66 million US dollars, equivalent to approximately 32.32 million yuan, accounting for 12.08 percent of the company's most recently audited net profit attributable to the parent.

The beauty and personal care sector rose 3.58% intraday. Lafang China gained 9.98%, SYoung Group rose 6.35%, Marubi Biotechnology climbed 5.03%, Shanghai Jahwa advanced 4.31%, and Huaye Spice added 4.12%. According to the National Bureau of Statistics, cosmetics retail sales in June 2026 reached 45.6 billion yuan, the highest for the same month in nearly a decade, up 12.6% year-on-year. For the first six months, total cosmetics retail sales amounted to 244.5 billion yuan, a year-on-year increase of 6.3%. Haitong International noted that China's cosmetics industry entered a stock competition phase in 2026, with full-year retail sales growth expected to reach 11%, and the market share of domestic brands likely to rise to 51%. Shenwan Hongyuan believes the industry is entering a new development cycle driven by efficacy innovation, where research and development of functional ingredients and clinical validation capabilities will become core competitive barriers.