" 过去行业里讲成分、讲故事，如今真正拼的是科研定生死。 " 一位化妆品行业研发负责人如此评价当前国货美妆的竞争态势。正如芯片之于智能手机， 核 心原料与底层技术，正成为化妆品行业最为激烈的"隐形战场"。 在这条高壁垒的赛道上，以"光甘草定"切入美白赛道的中国护肤品牌谷雨，正以一系列扎实的 科研进展，刷新我们对它的认知： 今年5月，谷雨 完成行业首个自研新原料"稀有人参皂苷CK" 的备案 ；7月，其在影响因子5 . 6的国际期刊《Co ll o i d s a n d Su rf a c e s B: Bi o i n t e rf a c e s》上发表关于极光甘草的机理研究论 文；随后，两项稀有人参皂苷CK核心发明专利获国家知识产权局正式授权。 谷雨稀有人参皂苷CK核心发明专利 提起谷雨，很多人第一反应是"光甘草定"。 2 0 0 7年，谷雨品牌尚未成立，但创始团队前瞻性地成立了护肤实验室。彼时，当多数国货还 在 原 料 、 配 方 、 包 装 上 对 标 国 际 品 牌 时 ， 谷 雨 的 创 始 团 队 却 选 择 走 一 条 " 逆 风 " 的 路 ： 从人 参、甘草等承载中华五千年文化的草本瑰宝中 ...

2 0 2 5年9月8日的杭州，秋意初显，西子湖畔的风也似乎比往日平添了几分故事感。 在这里，以彩妆闻名、几乎凭借一己之力重新定义了"东方彩妆"的花西子，用一场盛大的新品 发布会，宣告了一个新阶段的到来。4月份就因备案信息曝光的"气色双生"护肤系列终于揭开 了面纱。 《FBe a u t y未来迹》在发布会现场看到，花西子此次推出的系列护肤品主要瞄准抗衰老市场， 涉及次抛精华、面霜、精华水乳、面膜5大品类，共6个SKU。 长久以来，全球抗衰老化妆品市场几乎都在围绕"抗皱"这个核心命题展开。这源于西方女性的 皮肤衰老特征。花西子耗费多年进行的研究揭示了一个有趣的差异：西方女性的衰老轨迹，往 往 表 现 为 上 颌 骨 的 内 陷 ， 导 致 她 们 在 3 0 岁 后 便 会 出 现 显 著 的 皱 纹 加 深 与 皮 肤 弹 性 下 降 。 所 以，"抗皱紧致"是她们护肤抗衰老的核心诉求。 花西子"气色双生"系列护肤品核心单品 此外，花西子还聘请了知名影视明星景甜担任好气色护肤大使。新品发布会同期，还在杭州最 繁华的湖滨步行街开设了快闪门店，以"中医馆"为灵感，融合中式园林风格配合展示气色双生 系列产品的独特 ...

Core Viewpoint - The article discusses the evolving landscape of the beauty market, particularly focusing on the concept of "clean beauty" and how the brand RED CHAMBER is addressing the confusion surrounding it through scientific validation and product innovation [5][6][25]. Group 1: Clean Beauty Concept - The term "clean beauty" has become ambiguous, with many brands claiming to be natural without providing substantial evidence [5][6]. - RED CHAMBER's "Green Book" aims to clarify what clean beauty means by establishing a quantifiable and verifiable scientific standard [6][9]. - The brand's clean beauty scientific system is based on skin physiology, toxicological data, green chemistry, and efficacy verification [7][9]. Group 2: Scientific Framework - The "Green Book" consists of five chapters that progressively build a comprehensive framework for evaluating clean beauty [9][10]. - It includes foundational skin science, ingredient safety analysis, scientific research, core research papers, and product application cases [9][10]. - The framework aims to transform the marketing language of "clean" into measurable and regulatory scientific standards [7][13]. Group 3: Product Innovation - The launch of the "Lightweight Essence Foundation" represents the practical application of the clean beauty concept, specifically designed for sensitive skin [15][16]. - The product incorporates high concentrations of Chinese lotus essence for barrier repair and moisture retention, along with innovative technologies for a breathable finish [17][18]. - Clinical tests showed significant improvements in skin hydration and barrier function, supporting the idea that makeup can also provide skincare benefits [21][23]. Group 4: Market Positioning and Growth - RED CHAMBER secured nearly 100 million yuan in funding to enhance its research capabilities and product development in the clean beauty sector [5][30]. - The brand's sales performance indicates a successful strategy, with a 92.79% year-on-year increase in online transactions for 2024 [27]. - The collaboration with a well-known brand ambassador aims to resonate with consumers and promote the clean beauty philosophy [28][30]. Group 5: Industry Standards and Future Outlook - The establishment of the first domestic clean beauty standard in 2024 reflects the brand's commitment to setting industry benchmarks [26]. - The focus on scientific research and local consumer needs positions RED CHAMBER as a leader in the clean beauty market [31]. - The brand's approach emphasizes the importance of sustainability and technological innovation in meeting evolving consumer demands [31].

Core Insights - The Chinese beauty market is experiencing a significant transformation, with beauty products becoming an integral part of daily life for consumers, as evidenced by 88% of urban residents purchasing beauty products in the past year, averaging 13.6 purchases each [3][7][10] - The Worldpanel Consumer Index's 2025 Beauty Brand Footprint Report highlights the brands most chosen by consumers and those with substantial growth potential, using the Consumer Reach Point (CRP) metric to gauge brand popularity [5][11] Market Overview - The beauty market recorded a consumer reach of 5.47 billion instances in the past year, reflecting a robust growth of 7.6% compared to the previous year [7] - The shift from a "traffic era" to a "retention era" indicates that consumers are now more focused on making the right choices rather than just making purchases [10] Brand Rankings Skincare Segment - The top skincare brands in 2025 include JALA, L'Oréal Paris, and Han Shu, with local brands like Natural Hall and Pechoin showing strong performance [12] - Local brands are breaking free from the "cost-performance" label, leveraging precise market positioning and expertise to compete with international brands [11] Professional Skincare Segment - The professional skincare market is dominated by local brands like Winona and Yilian, which focus on sensitive skin care, while international brands like La Roche-Posay and Avene maintain a presence [14] - Local brands are innovating by addressing specific medical and skincare needs, leading to significant growth [15] Makeup Segment - The makeup category is seeing increased purchase frequency, with local brands like Carlan and Poryme leading the consumer preference rankings [16] - Emerging local brands are finding success by focusing on specialized products, such as waterproof eyeliners and long-lasting setting sprays [17] Hair Care Segment - The hair care market remains stable, with traditional brands like Head & Shoulders and Clear leading the consumer choice rankings [18] - Growth in this segment is driven by innovations focusing on scalp health, targeted repair, and enhanced sensory experiences [19] Future Trends - The 2025 rankings indicate a clear direction for future growth, emphasizing the importance of targeting niche markets, integrating technology with product offerings, and enhancing consumer experiences [20][21] - The potential for growth in the "mother and baby skincare" segment is highlighted, with brands like Kangaroo Mom successfully addressing specific consumer needs [20] - Innovations in product technology, such as AI customization and biotechnological advancements, are expected to reshape the competitive landscape [21] - The dual upgrade of functionality and experience in hair care products is evident, with trends moving towards creating a spa-like experience at home [22]

Core Insights - The luxury industry has cooled down while the sports industry has risen, driven by a shift in consumer values from social status to health and authentic experiences [3] - The new generation of consumers is redefining what is worth spending money on, aligning with Maslow's hierarchy of needs focused on love and self-actualization [3] Group 1: Market Trends - The outdoor sports market in China is projected to grow significantly, with a 23% increase expected in 2024, reaching a market size of 150.4 billion [4] - Outdoor and sports-related products are becoming mainstream, with brands like Salomon noting the transition of outdoor sports from niche to mainstream culture [4] - The demand for outdoor and sports beauty products is rising, with 70% of sunscreen and 60% of makeup products tagged with "outdoor" or "sports" in the first seven months of 2025 [5] Group 2: Product Innovations - High-performance products are now essential, with features like "high SPF," "waterproof," and "sweat-resistant" becoming baseline requirements [8] - The fastest-growing segments include cycling and swimming, with sales for related products increasing by 20 times and over 80% respectively [8] - New product launches, such as the "Vibes" spray series by Adidas, are designed to meet the needs of outdoor enthusiasts, combining functionality with luxury [19][21] Group 3: Consumer Behavior - The rise of outdoor activities as a default lifestyle for urban dwellers is evident, with significant engagement on social media platforms [22] - The consumer base is diversifying, with male users and children's products becoming key growth areas, driven by specific needs for sun protection and safety [28] - There is a growing expectation for products to not only perform well but also to be aesthetically pleasing and easy to use [25] Group 4: Future Outlook - The outdoor/sports beauty market is still in its early growth stages, with significant potential for brands that can innovate and meet the evolving needs of consumers [29] - Brands must focus on technical innovation and rapid product development to capture the growing demand for outdoor and sports-related beauty products [30][31] - The integration of outdoor activities into everyday life is changing the value proposition of beauty and personal care products, emphasizing durability and ease of use [35][36]

茫茫功效护肤红海如何破卷？是更极致的功效吗？ 或许，我们应该进一步打开视野，因为在功效之后，消费者已经开始追求极致的产品体验，肤 感已经成为当下好产品的核心标准之一。 事实上，由于起效周期较长，消费者也许不能第一时间对对产品功效产生感知，但感官体验， 作为消费者接触产品的"第一印象"，能够更直接、更显性地影响消费者的购买决策，尤其在底 妆和防晒产品中，产品肤感反而成为最核心的科研追求。 与此同时，越来越多消费者发现，许多大众品牌在功效层面并不输高奢品牌，但感官体验却是 两者之间难以逾越的鸿沟，而当下的消费者，也更愿意为极致的产品体验付费。 " 肤 感 致 胜 " 的 市 场 趋 势 也 在 倒 逼 上 游 供 应 链 企 业 做 出 改 变 ， 在 今 年 的 广 州 国 际 美 博 会 （CIBE）上，不少美妆供应链企业已经开始在功效之后，开始加速向肤感等感官科技聚焦。 其中，天玺国际发布的HiDis p e rs e X™超波亚微米均散技术，吸引了行业的广泛关注。 据 《 FBe a u t y 未 来 迹 》 了 解 ， 此 次 天 玺 国 际 发 布 的 「 HiDis p e rs e X™ 超 波 ...

Core Viewpoint - The article discusses the recent developments in the domestic beauty market, highlighting the completion of a Series B funding round for HuazhiXiao, led by domestic beauty giant Proya, and the strategic shifts among the top ten domestic beauty companies as they seek new growth avenues amid a slowing market [3][4]. Group 1: Financial Performance of Top Domestic Beauty Companies - Proya, Shangmei, and Shanghai Jahwa ranked as the top three domestic beauty companies, with Proya achieving a revenue of 5.362 billion yuan in the first half of the year, surpassing half of last year's total revenue [5][6]. - Shangmei's revenue grew by 17.3% year-on-year to 4.108 billion yuan, with net profit increasing by 34.7% [5][6]. - The top ten domestic beauty companies saw eight achieve revenue growth, and seven companies reported positive net profit growth, indicating a robust overall performance [6][8]. Group 2: Strategic Shifts and Market Positioning - The top domestic beauty companies are rapidly building multi-brand matrices and advancing overseas strategies to adapt to the slowing domestic market [3][4]. - Proya's skincare segment remains dominant, while its hair care and color cosmetics categories have shown significant growth, with hair care growing by 131.25% and color cosmetics by 25.79% [11]. - Shangmei's main brand, Han Shu, generated 3.344 billion yuan in revenue, while its new brand, newpage, focusing on children's skincare, achieved a remarkable 146.5% growth [14][16]. Group 3: International Expansion and Investment Strategies - Proya aims to enter the top ten global cosmetics companies by 2035, targeting a revenue of at least 50 billion yuan, and is actively pursuing international market opportunities [22][23]. - The investment in HuazhiXiao is a strategic move for Proya to enhance its multi-brand strategy and recognize HuazhiXiao's global potential [23]. - Water Sheep Co. is also focusing on international expansion, with a goal to become a global luxury beauty brand management group, launching a "10+3" global strategy [26][28]. Group 4: Challenges and Future Outlook - The domestic beauty market is facing challenges such as slowing growth and increased competition, prompting companies to seek international opportunities to escape price wars [29]. - Companies that possess product originality, brand narrative capabilities, and cross-market operational efficiency are more likely to transition from "Chinese leaders" to "global players" [29].

Core Viewpoint - The article discusses the potential of domestic brands to lead the market in the precise anti-aging sector, particularly in the context of mitochondrial function and the innovative use of PDRN technology [2][3]. Group 1: Product Innovation - Baihong Group's brand Zhanmeya launched a new product, the "Ball PDRN Super Cream," which targets mitochondrial function for anti-aging [3][5]. - The product utilizes a proprietary technology called Mit o-S-PDRN™, which encapsulates PDRN in microspheres to enhance skin absorption and efficacy [13][14]. Group 2: Scientific Basis - Mitochondrial dysfunction is identified as a significant marker of aging, with studies indicating its role in skin aging processes [7][9]. - PDRN is highlighted as a key ingredient that can repair mitochondrial damage and enhance cellular energy production [12][15]. Group 3: Efficacy and Testing - The Ball PDRN Super Cream reportedly increases ATP levels in skin cells by 197.62%, significantly higher than similar products [19]. - Efficacy tests show that the cream can reduce crow's feet wrinkles by 41.87% and improve collagen production significantly over four weeks [20]. Group 4: Market Position and Strategy - Zhanmeya aims to establish itself as a leader in the PDRN market, having already achieved significant sales success with its previous product, the Ball PDRN Energy Stick [25][26]. - The brand is positioned to leverage its scientific research background to innovate further in the anti-aging skincare segment [24][28].

Core Viewpoint - A deep technological competition surrounding skin repair is emerging, integrating advanced sciences like cell biology and synthetic biology into product development, indicating a shift from surface-level skin care to cellular-level repair [3][4][16]. Market Overview - The market for soothing and repairing cosmetics in China has reached 178.25 billion yuan, growing by 8.81% year-on-year, accounting for nearly one-quarter of the entire cosmetics market [3][4]. - The repair market has evolved from being an added feature to a fundamental demand for skin health [4]. Brand Strategy and Positioning - Huaxi Biological's core brand, Runbaiyan, announced its entry into the "Cell Repair 2.0 Era," focusing on cellular-level research to tap into the billion-yuan market [4][40]. - Runbaiyan's new brand positioning emphasizes the importance of foundational skin repair for achieving good skin appearance, addressing the fact that over 70% of Chinese consumers are in a sub-healthy skin state [20][40]. Technological Innovation - The company has developed the INFIHA® cell repair technology, aiming to rebuild a healthy extracellular matrix (ECM) network and achieve deep cellular repair [33][40]. - The focus on ECM as a key aging marker aligns with the company's long-term research direction, showcasing its commitment to advancing in the field of life sciences [16][31]. Cultural Integration - The brand's recent event in Dunhuang combined traditional culture with modern biotechnology, reflecting a unique approach to brand storytelling and consumer engagement [4][26]. - The event featured immersive experiences that connected cultural heritage with skin repair, reinforcing the brand's narrative of restoration and care [6][12]. Leadership and Vision - The CEO of Huaxi Biological emphasized the company's mission to extend its research from ECM to cellular communication and internal cellular processes, aiming to position "Chinese manufacturing" as "Chinese frontier" in life sciences [14][40]. - The brand's global ambassador, Zhang Yixing, embodies the spirit of cultural preservation and innovation, aligning with the brand's values and mission [34][36]. Organizational Changes - Huaxi Biological has restructured its personal health consumer goods division to focus on skin science innovation, enhancing operational efficiency and aligning with Runbaiyan's brand renewal [41][42]. - The company's R&D investment has increased by 15.25% year-on-year, indicating a strategic shift towards focused research and precise marketing efforts [42].

Core Viewpoint - The Chinese beauty market is evolving towards ingredient-focused skincare, with consumers increasingly valuing natural efficacy and cost-effectiveness, as exemplified by MUJI's new "Rice Bran Fermentation Essence Series" which combines natural ingredients with a competitive price point [3][4][21]. Group 1: Product Innovation - MUJI's "Rice Bran Fermentation Essence Series" emphasizes the dual core of "natural ingredients" and "value for money," introducing the concept of "Step 0" in skincare, which aims to prepare the skin for subsequent products [5][10]. - The series utilizes rice bran, a byproduct of rice processing, which is rich in nutrients and has been historically recognized for its skincare benefits [6][8]. - The fermentation technology used in the series enhances the bioavailability of active compounds in rice bran, resulting in a product that is both effective and environmentally friendly [8][12]. Group 2: Market Positioning - The pricing strategy of MUJI's new series positions it within a high-value segment, offering quality comparable to premium products while maintaining a competitive price, thus challenging the stereotype that natural skincare equals high prices [21][24]. - The series is priced at approximately 128 RMB for the essence and 98 RMB for the essence water, appealing to consumers seeking effective yet affordable skincare solutions [16][26]. - The product's launch in China follows a successful introduction in Japan, where it quickly gained popularity, indicating strong market demand for such offerings [19][21]. Group 3: Consumer Insights - There is a growing consumer demand for gentle yet effective skincare products, as many existing high-potency products can burden the skin barrier, leading to a cycle of sensitivity [25][27]. - MUJI's approach addresses this need by combining natural fermentation with skin-friendly ingredients, ensuring both efficacy and gentleness [25][30]. - The brand's commitment to a philosophy of "natural power" resonates with consumers who value sustainability and simplicity in their skincare choices [34][35]. Group 4: Brand Strategy - MUJI's success in the Chinese market reflects a deep understanding of consumer behavior, moving away from trends towards a consistent brand philosophy centered on natural ingredients and sustainable practices [32][34]. - The brand has cultivated a loyal customer base by maintaining its core values and gradually building brand awareness over two decades, rather than chasing fleeting market trends [40][41]. - MUJI's ongoing product development and market expansion indicate a strategic focus on enhancing its presence in the natural skincare segment, with plans for additional product lines [41][42].