" 以前总好奇护肤品是怎么造出来的，今天亲眼看到从原料筛选到灌装生产的全流程，才知道 一瓶精华里藏着这么多门道。 "在未来美妆城的智慧车间外，一位参与首发体验的参观者感慨 到。 这座"未来美妆科技融合创新平台"综合体，正在用可视化的方式重构消费者与美妆产业之间的 信任关系，而这种信任的建立，正是基于对科研成果落地过程的透明化呈现。 作 为 自 然 堂 " 首 发 经 济 + 文 旅 商 体 展 " 创 新 模 式 的 核 心 载 体 ， 未 来 美 妆 城 的 每 一 处 设 计 都 承 载 着"让科技可感可知"的理念。 当美妆行业的"工业旅游"从概念走向落地，如何避免沦为"打卡式噱头"？当"首发经济"成为提 振消费的关键词，品牌又该如何将其与产业实力、用户需求深度绑定？ 1 0月2 8日，自然堂给出了一个值得关注的答案——"首发经济·为美启航"暨东方美谷·自然堂未 来美妆城正式启幕。 这座未来美妆城，集智能制造、工业旅游、科普体验于一体，将生产线变为沉浸式体验空间， 将工业硬实力转化为文化软实力，更成功入选" 2 0 2 5年上海市十大标志性文旅项目"。其背后 依托的自然堂集团生产基地，总占地1 6 1亩、 ...

日前，夸迪正式官宣杨天真为品牌能量大使，双方合作拍摄了《怕垮用夸迪》的态度短片以及 探溯源频。"怕垮用夸迪"这句Sl o g a n，意外成了消费者与品牌之间情感共鸣与精神互助的入 口。大量消费者在留言区开始讲述自己的"抗垮"故事：有刚经历产后抑郁的妈妈，有创业失败 的程序员，有在感情中受挫的年轻女孩…… 这些故事，已经超越了单纯的产品功效，触及了品牌建设中最珍贵的部分——情感认同与社群 归属感。而这，正是夸迪历经一年多系统性调整，从品牌价值主张、科学定位到品牌叙事和品 牌原型进行全面焕新后，交出的第一份完整答卷。 " 我们比自己想象的还要更强大，任何时候都可以再出发。 " 杨天真的这句话如今正在成为夸迪战略焕新的最佳注脚。 华熙生物在过去几年一直面临着一个困境：全行业最高的研发投入，最强的技术团队，却在功 效护肤品市场换不来持续增长。 公 开 数 据 显 示 ， 2 0 2 0 年 到 2 0 2 5 年 上 半 年 ， 华 熙 生 物 的 研 发 费 用 率 一 路 从 6 . 1 5% 上 升 到 1 0 . 2 2%，5年半的时间累计投入研发资金达1 9 . 7 7亿元。无论是研发费用率还是投入绝对值 ...

一直以来，细胞自噬（Au t o p h a g y）都是美妆科研的"隐藏王牌"。 这一机制允许细胞清除受损或多余的蛋白质与细胞器，并将其分解为可再利用的能量和养分， 从而维持细胞稳态与生命活力。换言之，细胞自噬是细胞层面最核心的"自净与修复系统"。 它的重要性早已在科学界得到充分验证。2 0 1 6年，日本东京工业大学教授大隅良典因发现"细 胞自噬在减缓衰老中的关键作用"而荣获诺贝尔生理学或医学奖；2 0 2 3年，《Ce ll》杂志在更 新的抗老研究框架中，也将"巨自噬功能丧失"列为细胞衰老的核心标志之一（目前由原1 2项扩 展至1 4项）。这些研究共同指向一个结论——细胞自噬不只是生命维稳机制，更是抗衰老科学 的底层逻辑。 也正因如此，细胞自噬成为化妆品行业无法回避的研究方向。早在诺奖之前，欧莱雅、宝洁、 珀 莱 雅 等 企 业 就 已 陆 续 启 动 细 胞 自 噬 在 皮 肤 衰 老 领 域 的 应 用 探 索 ， 尝 试 从 细 胞 层 级 重 塑 肌 肤 的"自我更新力"。然而，这一研究方向仍处在"暗中角力"的阶段，多数品牌在研发中验证了相 关机制，却尚未在市场端以"细胞自噬"作为明确的功效主线 ...

化妆品行业正经历从基础保湿向功效化、科学化的战略转型。多肽作为分子量小于5 0 0 0道尔 顿的生物活性片段，凭借其靶向激活胶原合成、抑制神经递质释放等机制，成为抗衰护肤品的 核心载体。 据 Ma r k e t Gr owt h Re p o rts 统 计，2 0 2 3年全球上市肽类化妆品 超 11 8 0种，其中4 1% 高端产品 含功能性肽化合物。随着临床验证成为消费决策关键，以及监管标准化需求上升，多肽化妆品 市场进入技术创新与规模扩张并行的高速发展新阶段。 2.1 市场规模与增长趋势预测 全球含多肽成分的化妆品市场规模正在极速增长。尽管不同测算方法下，对全球多肽化妆品市 场规模的绝对值预估不尽相同，但各数据调研和咨询公司对全球多肽化妆品市场的未来增速意 见几乎一致。QYRe s e a r c h数据显示，2 0 2 4年全球多肽类化妆品市场规模为2 5 . 6 6亿美元，预 计2 0 3 1年将达到 5 7 . 1 6亿美元，预测期内的年复合增长率高达1 2 . 3%。 图1 QYResearch对全球多肽化妆品市场规模的预测 持续增长的底层驱动力，多肽类化妆品市场高速增长的底层驱动力主要源于 ...

Core Viewpoint - The article emphasizes the shift in beauty marketing from emotional storytelling to "value resonance," highlighting the importance of genuine connections between products and culture [2][4]. Group 1: Brand Strategy - Mentholatum adopts a "soft landing" approach by collaborating with the Dunhuang Museum, showcasing a narrative that intertwines ancient art restoration with modern product development [2][3]. - The brand's spokesperson, Zhang Yixing, enhances the connection between Dunhuang culture and the "85 High Concentration Protection" concept, serving as both a cultural ambassador and a brand representative [3][9]. - The collaboration integrates Dunhuang's cultural elements into product design, stimulating consumer interest in traditional culture [11][13]. Group 2: Product Development - The development of the 85% shea butter lip balm involved five years of research and hundreds of experiments to overcome the stability challenges of high-concentration shea butter [3][20]. - The product has received a Chinese invention patent, marking a significant technological breakthrough in the industry [20][22]. - The lip balm is designed to provide immediate relief, 24-hour hydration, and effective repair within 28 days, addressing the growing consumer demand for multifunctional and safe products [22][24]. Group 3: Market Positioning - Mentholatum has maintained a leading position in the Chinese lip care market, recognized as the "No. 1 lip care brand" by Euromonitor [30][32]. - The brand's commitment to quality and safety, rooted in its pharmaceutical background, has fostered long-term consumer trust [26][28]. - The article highlights the importance of understanding consumer needs and adapting to market trends, as seen in the introduction of specialized product lines for different demographics [28][33].

Core Insights - The current market for hair care brands in China is experiencing significant growth, with a clear delineation of brand tiers based on sales thresholds [3][4] - The scalp health market is expanding rapidly, with a projected market size of 600 billion yuan by 2025, reflecting a stable growth rate of around 10% [5] - The anti-hair loss segment is the most competitive area within the hair care market, with the Chinese market expected to reach 300 billion yuan by 2030, accounting for nearly one-third of the overall hair care market [6] Market Dynamics - The hair care market is characterized by high growth, high prices, and low consumer trust, driven by increasingly discerning consumers and tightening industry regulations [11][12] - The demand for anti-hair loss products has evolved from traditional concepts to a more systematic approach to scalp health management, with a younger and more diverse consumer base [12] - Regulatory frameworks are becoming more stringent, requiring anti-hair loss products to meet high standards of proof regarding efficacy and safety [13][14] Competitive Landscape - The market is witnessing a division among brands, with a focus on "certified" products and specialized offerings, as evidenced by the significant number of new certifications issued for anti-hair loss products [17][19] - Major international brands dominate the high-end market, while local brands leverage unique concepts and certifications to differentiate themselves [21] - The competition is shifting towards technological innovation and trust-building, with brands needing to demonstrate clinical validation and effective solutions [23][31] Innovation and Trust - The industry faces challenges related to ingredient efficacy and consumer skepticism, necessitating breakthroughs in formulation and delivery methods [25][28] - Brands are increasingly focusing on establishing trust through transparent communication of product efficacy and user experiences [29][31] - The successful brands in the future will likely be those that can balance technical advancements with consumer trust and emotional connections [31]

Core Viewpoint - ECM (Extracellular Matrix) is essential for complex life and civilization, as emphasized by Zhao Yan, Chairman of Huaxi Group and Huaxi Bio [3][4]. Group 1: Strategic Initiatives - Huaxi Bio's core brand, Runbaiyan, has named two venues, "Beijing Wukesong" and "Chongqing Yudong," as "Huaxi Bio·Runbaiyan ECM Center," marking a significant branding milestone [5][8]. - This initiative represents a shift from mere brand exposure to a scientific narrative, integrating ECM into urban settings to reflect the concept of "life converging here, civilization being born" [8][9]. - The ECM strategy is a pioneering move that combines research and practical applications, positioning Huaxi Bio as a leader in the anti-aging sector [8][9]. Group 2: Understanding ECM - ECM is a dynamic network composed of components like hyaluronic acid (HA), collagen, and elastin, playing a crucial role in skin development and regeneration [9][10]. - It serves as a mechanical scaffold for skin cells, facilitating growth and providing essential nutrients and support [10]. - ECM also acts as a signaling hub, regulating cell behavior and maintaining normal bodily functions [10][11]. Group 3: Research and Development - ECM has been recognized as a key factor in aging, with recent studies highlighting its role in cellular communication and regeneration [13][14]. - Huaxi Bio has been at the forefront of ECM research, focusing on the potential of HA in anti-aging applications [20][21]. - The company has developed various molecular weights of HA, establishing a solid foundation for ECM regulation [21][23]. Group 4: Market Positioning - The dual venue naming strategy enhances Huaxi Bio's brand visibility and positions Runbaiyan as a pioneer in the anti-aging market [18][39]. - This approach aligns with the "smiling curve" theory, indicating a transition from technological leadership to brand value enhancement [30][32]. - The initiative aims to educate the market about ECM, improving brand perception and establishing Runbaiyan as a scientific leader in the beauty industry [39][40].

Core Viewpoint - Shanghai Jahwa's Q3 2025 performance report shows significant growth in revenue and profit, driven by strategic focus on core brands and online channels [3][4][37] Financial Performance - For the first three quarters of 2025, the company reported revenue of 4.961 billion yuan, a year-on-year increase of 10.8% [3][4] - Net profit reached 405 million yuan, up 149.1% year-on-year, while the net profit excluding non-recurring items was 231 million yuan, reflecting a 92.4% increase [3][4] Product Performance - The beauty segment saw a remarkable 2.7 times year-on-year growth in all-channel revenue, with online sales in domestic business increasing by 1.7 times [3] - Three major billion-yuan products emerged as key growth drivers: Liushen mosquito repellent egg, Yuze second-generation barrier repair cream, and Baicaojis new Seven White mud mask [5][9] Brand Strategy - The company implemented a "four focus" strategy: focusing on core brands, brand building, online channels, and efficiency improvement, leading to a positive brand-driven growth cycle [3][14][37] - Significant brand renovations occurred under this strategy, including the rebranding of Yuze and the introduction of new products targeting younger demographics [14][19][17] Competitive Advantages - Shanghai Jahwa's core competitive advantages include rich brand assets, supply chain advantages, and strong R&D capabilities [29][30] - The company has invested 1.3 billion yuan in R&D in the first nine months of 2025, a 25% increase year-on-year, with cumulative R&D investment nearing 900 million yuan over six years [33][36] Market Position - The company's brands, including Liushen, Yuze, Baicaojie, and others, have shown double-digit growth in transaction volume and value, with some brands experiencing triple-digit growth [27][30]

Core Viewpoint - The article highlights the emergence of "plant callus" as a key focus in the cosmetics industry, driven by technological advancements in plant tissue culture, which allows for sustainable and controlled production of rare plant extracts [3][5][16]. Group 1: Industry Trends - Since 2025, plant callus has rapidly become a focal point in the cosmetics sector, with multiple new raw materials being registered, including extracts from high-altitude snow lotus and night-blooming cereus [5][6]. - The registration of plant callus extracts is seen as a significant innovation in raw materials, reflecting a shift towards "green manufacturing" in the beauty industry [4][14]. Group 2: Technological Advancements - Plant callus technology enables the controlled production of active plant ingredients, overcoming challenges associated with traditional extraction methods, such as batch variability and sustainability issues [4][14]. - The technology allows for the regeneration of endangered plants, providing a sustainable alternative to wild harvesting [4][27]. Group 3: Market Dynamics - Major brands like Gu Yu and Shui Yang have successfully registered plant callus extracts, indicating a growing acceptance and investment in this technology within the industry [7][9]. - Collaborations between brands and innovative companies are increasing, as seen with Huaxi Kou and Wei Ming Shi Guang, which have developed anti-aging products using plant callus extracts [9][10]. Group 4: Production and Supply Chain - The plant callus technology allows for year-round, stable production of high-quality, uncontaminated raw materials, addressing the supply chain issues faced by traditional plant sourcing [14][27]. - The ability to produce plant extracts in a controlled environment mitigates risks associated with climate and seasonal variations, ensuring a consistent supply for brands [14][29]. Group 5: Future Directions - The article suggests that the future of plant callus technology lies in its integration with AI and synthetic biology, which could optimize cultivation conditions and enhance production capabilities [32]. - The shift towards sustainable practices in the beauty industry aligns with consumer expectations for environmentally friendly products, positioning plant callus technology as a key player in this transformation [32][33].

Core Viewpoint - The article discusses the emerging focus on mitochondrial function in anti-aging skincare, highlighting the importance of mitochondria as the "energy factory" of cells and their role in skin health and aging. Despite the potential, the market for mitochondrial-targeted beauty products has not yet reached a peak due to challenges in consumer understanding and scientific communication [3][34]. Group 1: Mitochondrial Function and Aging - Mitochondria are responsible for producing 95% of cellular energy (ATP) and are crucial for skin cell activities. Dysfunction in mitochondrial function is recognized as one of the nine hallmarks of aging [5][8]. - Mitochondrial dysfunction leads to increased production of reactive oxygen species (ROS), which can cause oxidative stress and damage to mitochondrial DNA (mtDNA), ultimately contributing to cellular aging and apoptosis [9][11]. - Aging cells tend to accumulate damaged mitochondria due to reduced autophagic activity, leading to further ROS production and skin issues [11][12]. Group 2: Industry Research and Development - Major beauty companies like L'Oréal, Estée Lauder, and Proya are investing in research related to mitochondrial function and aging, exploring various approaches to enhance mitochondrial efficiency and promote cellular energy production [12][13]. - The beauty industry is focusing on four main strategies: improving mitochondrial production capacity, promoting mitochondrial biogenesis, regulating mitochondrial autophagy, and protecting mitochondria from oxidative stress [13][14]. Group 3: Key Ingredients and Products - PDRN has emerged as a popular ingredient in anti-aging products, with 3,894 brands utilizing it in 16,901 products. PDRN can induce mitochondrial biogenesis and repair damaged mitochondria [21][22]. - Other notable ingredients include Sirtuins, which regulate mitochondrial metabolism, and Urolithin A, recognized for promoting mitochondrial autophagy [20][25]. - Brands are also leveraging established ingredients like niacinamide, which supports mitochondrial energy production by increasing NAD+ levels [25][28]. Group 4: Market Challenges and Future Directions - The mitochondrial anti-aging market is still in its early stages, facing challenges in consumer education and scientific communication. The complexity of mitochondrial science makes it difficult for consumers to grasp its relevance to skincare [34][36]. - There is potential for expansion beyond skincare into areas like hair care and oral beauty, with research indicating that mitochondrial function impacts hair growth and health [28][29]. - The article suggests that as scientific understanding and product development continue to evolve, mitochondrial anti-aging could become a significant focus for beauty companies [30][38].