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深度 | ECM火遍全球,给美妆“抗老”带来什么?
FBeauty未来迹· 2025-06-16 12:26
Core Viewpoint - The article highlights the emerging significance of Extracellular Matrix (ECM) in the anti-aging beauty industry, marking it as a new frontier for research and product development in skincare [2][4][5]. Group 1: ECM's Role in Aging - ECM has been identified as the thirteenth hallmark of aging, influencing mitochondrial homeostasis, cellular senescence, and stem cell exhaustion [2][4]. - Changes in ECM can be both a cause and a result of aging, suggesting its dual role in regulating the aging process [4][5]. - The recognition of ECM as a marker of aging has sparked a competitive race among beauty brands to explore its potential in anti-aging products [7][14]. Group 2: Industry Response and Innovations - Major beauty companies are rapidly advancing their research on ECM, with notable developments such as Huaxi's approval of a hyaluronic acid product aimed at improving skin quality [9]. - Marubi Biotech has expanded its research to include all major ECM proteins, indicating a broader focus on ECM-related skincare solutions [11]. - Various companies, including L'Oréal and Shiseido, are developing products that target ECM degradation and enhance skin elasticity through innovative ingredients [12][14]. Group 3: Mechanisms and Applications - ECM serves as a mechanical scaffold for skin cells, providing essential support and nutrition, which is crucial for maintaining skin elasticity and vitality [21][24]. - It acts as a signaling hub, dynamically regulating cellular behaviors such as proliferation and differentiation, which are vital for skin health [23][24]. - The degradation of ECM components, such as collagen and hyaluronic acid, is a primary mechanism of facial skin aging, leading to wrinkles and loss of elasticity [24][25]. Group 4: Future Directions and Market Potential - The integration of ECM research into anti-aging strategies represents a shift towards a more holistic understanding of skin aging, moving beyond single-ingredient solutions [33][34]. - The collaboration between hyaluronic acid and collagen in ECM functions is expected to unlock new anti-aging potentials, enhancing the efficacy of skincare products [33][34]. - The article suggests that ECM research holds vast potential for innovation in the beauty industry, with opportunities for new product development and market expansion [32][37].
当莱珀妮们不再甘当“贵妇品牌”
FBeauty未来迹· 2025-06-14 10:18
Core Viewpoint - Luxury skincare brands in China are undergoing a profound transformation to adapt to market growth constraints and changing consumer environments, focusing on technological investment, localized research, flexible product forms, and experiential communication to redefine their value in consumers' minds [2][14][40] Group 1: Market Dynamics - The high-end beauty market in China is experiencing a slowdown, with a compound annual growth rate (CAGR) decline of 3% from 2021 to 2024, leading to a market size reduction from 257.8 billion to 236.4 billion yuan, a loss of 21.4 billion yuan [15] - The luxury goods market is also facing challenges, with a projected sales decline of 18%-20% in 2024, returning to 2020 levels, indicating a shift from high-speed growth to a stable market [15] - Despite the overall market contraction, high-end beauty brands are maintaining low but stable share expansion, with brands like La Mer showing double-digit growth [17] Group 2: Product Innovation and Consumer Engagement - Sisley launched a new foundation in February that emphasizes a "makeup and skincare" trend, featuring a unique formula with three key benefits and a wide range of shades to cater to personalized consumer needs [4] - La Mer's new product launch in April focuses on oil control and anti-aging, targeting the growing oil skin care market in China, which is expected to exceed 50 billion yuan by 2025 [6][8] - La Prairie introduced a travel-sized version of its new caviar essence, reflecting a trend among luxury brands to lower the entry barrier for consumers and enhance product accessibility [11][12] Group 3: Consumer Behavior and Brand Strategy - The luxury beauty market is witnessing a shift towards "smart luxury," where consumers are more discerning and value-driven, leading to a decline in brand loyalty and impulsive purchases [19][20] - Brands are now required to emphasize scientific efficacy and product performance, moving away from traditional emotional marketing strategies [20][30] - High-end brands are increasingly focusing on localized research and product customization to meet the unique needs of Chinese consumers, such as addressing specific skin types and environmental factors [22][23] Group 4: Future Outlook - The transformation of luxury skincare brands is characterized by a balance between maintaining core brand values and embracing innovation, with a focus on technology, localization, and enhanced consumer experiences [39][40] - The future winners in the luxury beauty market will be those who can uphold the essence of luxury while understanding and responding to the evolving demands of Chinese consumers [40]
大涨14.2%!面膜开始摆脱“内卷陷阱”,有何启示?
FBeauty未来迹· 2025-06-13 09:52
Core Viewpoint - The Chinese facial mask market has undergone significant changes, transitioning from rapid growth and excessive competition to a phase of recovery and innovation, indicating a potential for future growth and market expansion [2][3][5][6]. Market Development Stages - The facial mask market in China has experienced five key stages: wild growth, capital influx, excessive competition, price collapse, and market contraction, which is referred to as the "involution trap" [3][8]. - From 2011 to 2022, the number of facial mask brands surged from fewer than 20 to over 7,900, with an annual compound growth rate of 58%, but consumer growth has not kept pace with this brand proliferation [2][3]. Current Market Trends - The average transaction price of facial masks has increased from 56.38 yuan per piece in 2019 to 89.01 yuan per piece in 2024, indicating a recovery in consumer willingness to pay a premium for quality products [5]. - The market size for facial masks is projected to reach approximately 702.9 billion yuan in 2024, with a year-on-year growth of 14.2%, and is expected to exceed 1 trillion yuan by 2027 [6]. Consumer Behavior and Product Innovation - The market is shifting from a focus on sheet masks, which accounted for 82% of sales in 2020, to an increasing emphasis on cream masks, which saw a significant rise in sales on platforms like Douyin [12][13]. - Cream masks are moving towards the high-end market, with substantial growth in sales for products priced between 100-300 yuan and 500-1000 yuan [14]. Key Factors for Market Recovery - The recovery from the "involution trap" requires efforts on both the supply and demand sides, including leading new consumer trends and enhancing product innovation [11][12]. - Innovations in product formulation, technology, and marketing strategies are essential for improving consumer experience and product value [16][18][20]. Future Growth Opportunities - The market for personal care masks (hand, foot, neck masks) is rapidly growing, with significant year-on-year growth rates projected for 2024 [22]. - The penetration rate of facial masks is expected to reach 61% in 2024, indicating a mature market where increasing customer lifetime value will be crucial for sustained growth [25][26]. Conclusion - The Chinese facial mask market is transitioning towards high-quality, innovative products that meet diverse consumer needs, driven by technological advancements and changing consumer preferences [43][44].
国货美妆能否造出一个“Labubu”?
FBeauty未来迹· 2025-06-12 10:27
Core Viewpoint - The success of La b u b u, a Chinese IP toy brand, highlights a new path for domestic brands to create global cultural symbols and super brands beyond mere sales [4][6][9]. Group 1: La b u b u's Rise - La b u b u has transformed from a niche designer toy into a global trend icon since 2025, gaining popularity among celebrities like Dua Lipa and the Kardashian family [2][4]. - The brand's products have seen skyrocketing prices in China, with some items exceeding 10,000 yuan and rare versions reaching 27,000 yuan [2]. - A recent auction of 48 La b u b u pieces generated a total of 3.73 million yuan, with a single mint green La b u b u selling for 1.08 million yuan [2]. Group 2: Cultural Impact and Consumer Engagement - La b u b u's design, characterized by its "ugly-cute" aesthetic, resonates with contemporary consumers who seek to express individuality and challenge traditional beauty standards [4][6][8]. - The brand has fostered a strong community where consumers engage in creative reinterpretations of La b u b u, reflecting a rebellion against conventional aesthetics [4][8]. - The character's appeal is enhanced by its cultural attributes and social currency, making it a symbol of emotional value for young consumers [8][9]. Group 3: Strategic Market Expansion - La b u b u's international expansion strategy has effectively targeted markets in Japan, Southeast Asia, and Europe, with Southeast Asia's revenue share increasing from 31% in 2023 to 47% in 2024 [9][12]. - The brand's success in Southeast Asia is attributed to precise market positioning and leveraging e-commerce data to connect with young consumers [9][12]. - La b u b u's marketing strategy includes significant investment in brand exposure and collaboration with local influencers, establishing a strong presence in new markets [11][12]. Group 4: Trends in Chinese Beauty Brands - The export of Chinese beauty products has been on the rise, with a total export value of 16.43 billion yuan in the first four months of 2025, marking a 16.2% year-on-year increase [12][14]. - Major export markets for Chinese cosmetics include the United States, the European Union, and Indonesia, with the U.S. alone accounting for 3.233 billion yuan in exports [14]. - Despite the growth in product quality, Chinese beauty brands still face challenges in establishing strong brand identities in international markets compared to successful cases like La b u b u [15][17]. Group 5: Recommendations for Future Success - To achieve global recognition, Chinese beauty brands should enhance brand awareness through local influencer collaborations and adapt products to meet local consumer preferences [18][22]. - Emphasizing cultural values and narratives can help brands resonate with international audiences, as seen with successful examples like Huazhi and Huaxizi [22][23]. - The potential for a Chinese beauty brand to achieve global status similar to La b u b u exists, provided there is a commitment to cultural development and market localization [23].
深度 | PDRN爆火,会是下一个美妆王牌成分吗?
FBeauty未来迹· 2025-06-11 10:36
Core Viewpoint - The beauty industry is experiencing a surge in interest in PDRN (Polydeoxyribonucleotide), with numerous domestic and international brands launching products featuring this ingredient, indicating a promising market outlook for PDRN in the coming years [2][3][5]. Group 1: Market Trends and Growth - The global PDRN market was approximately 180 million yuan in 2023 and is expected to reach 3 billion yuan by 2030, with a compound annual growth rate (CAGR) of 43% from 2024 to 2030 [2]. - Currently, there are 3,894 brands using PDRN, with 16,901 products containing this ingredient, showing rapid growth in the market [5]. - The PDRN market is characterized by a diverse range of players, including domestic brands like Zhanmei Ya and international giants like L'Oréal and Amorepacific, all actively entering the PDRN space [2][6][13]. Group 2: Product Innovations and Technologies - Zhanmei Ya's "Ball PDRN Energy Stick" achieved over 10 million in sales within a month of launch, highlighting the strong consumer demand for PDRN products [7]. - Various brands are employing innovative technologies to enhance PDRN's effectiveness, such as microencapsulation and lactobacillus vesicle technology, to improve skin absorption [29][30]. - PDRN is being integrated into a wide range of products, including serums and creams, with brands like CNP and Lancôme emphasizing its clinical-grade efficacy [9][11][30]. Group 3: Scientific Basis and Mechanisms - PDRN has a long history of use in the beauty industry, with established benefits in skin repair and regeneration, supported by over 600 research publications [14][23]. - The mechanism of PDRN involves promoting cell proliferation and regulating inflammatory responses, making it a valuable ingredient for anti-aging and skin repair [23][24]. - PDRN's unique properties, such as its non-antigenic nature and low toxicity, contribute to its safety and effectiveness in cosmetic applications [21][23]. Group 4: Challenges and Future Prospects - Despite its popularity, PDRN faces challenges related to its large molecular size and poor transdermal absorption, which are critical for its effectiveness in topical applications [29][30]. - The market is witnessing a trend towards artificial synthesis of PDRN, which could enhance production consistency and reduce costs, making it more accessible [39][41]. - As the market matures, there is a need for better consumer education regarding PDRN's benefits and limitations to avoid misconceptions about its efficacy [33][35].
单品牌狂揽200万,泊伊美汇“闺蜜节”打造零售IP新范本
FBeauty未来迹· 2025-06-11 10:36
Core Viewpoint - The vitality of physical beauty retail is driven by functional needs and value recognition, necessitating sincere and impactful marketing content that resonates with deeper consumer desires [2] Group 1: Event Overview - The 520 Girlfriend Festival, organized by Po Yi Mei Hui, has evolved into a unique IP that deeply integrates into consumer lifestyles and evokes strong emotional resonance over seven years [2] - The festival aims to create a special day for women to indulge themselves and strengthen friendships [4] Group 2: Themes and Marketing Strategy - Each year since 2019, the festival has featured a unique theme, with the 2024 theme being "Songs We Sang" [6] - The 2023 theme, "Rebirth of the Republic of China," pays tribute to the awakening of female consciousness during the Republic era, showcasing the unique female power of that time [7][8] - The event is structured into three phases: pre-heating, explosive launch, and implementation, focusing on immersive experiences around the theme [10] Group 3: Consumer Engagement - The festival includes storytelling elements that engage consumers, such as a narrative about starting a beauty department store in the Republic era [11] - Po Yi Mei Hui collaborates with over ten well-known brands to create limited edition gift boxes, integrating product features into the storytelling [11] - The stores are decorated in a Republic-era theme, offering free experiences of themed makeup and interactive photo spots to enhance consumer engagement [14][16] Group 4: Brand Participation and Impact - Over 40 brands participated in the festival, with 15 brands joining for the first time, highlighting Po Yi Mei Hui's strong retail brand appeal [24][25] - The festival significantly boosted sales for participating brands, with the main sponsor, Da Fu Yan, achieving sales of 2.4 million, a 53% increase year-on-year [28][29] Group 5: Strategic Insights - The festival exemplifies the strategic value of offline channels in enhancing consumer experience and trust, providing immediate satisfaction and market insights [33][34][37] - The collaboration between Po Yi Mei Hui and brands like Fu Er Jia demonstrates a successful model of building trust through experiential marketing [38] - The festival showcases the potential of beauty retail to transcend mere transactions, becoming a cultural and emotional connector within urban life [38]
可丽金怎么用“硬科技+软叙事”突围抗老内卷?
FBeauty未来迹· 2025-06-10 03:17
Core Viewpoint - The article emphasizes the importance of the "self-care" concept in the skincare industry, highlighting how brands like Keli Jin are redefining anti-aging narratives by integrating cultural philosophies and emotional connections into their products and experiences [4][10][22]. Group 1: Brand Activities and Philosophy - Keli Jin's event "My 'Reorganization' Energy" in Chengdu reflects a shift towards creating a gentle space for urban dwellers, focusing on self-awareness and emotional needs through skincare [2][4]. - The brand utilizes Eastern wellness philosophies, such as "regulating energy, following trends, and maintaining harmony," to connect skincare with personal well-being [2][7]. - The event featured activities like morning exercises and DIY scent bags, which engage multiple senses and promote a holistic approach to skincare [6][8]. Group 2: Emotional Connection and Consumer Engagement - The concept of "self-care" has evolved into a crucial channel for brands to establish deeper relationships with younger consumers, who seek products that resonate with their lifestyles and emotional needs [4][10]. - Keli Jin aims to transition from a focus on product functionality to building emotional connections, making "self-care" a core element of its brand identity [4][10][12]. Group 3: Technological Integration and Product Development - Keli Jin leverages over 20 years of research in recombinant collagen technology, holding 167 patents and applications, positioning itself as a leader in this field [12][22]. - The brand's core ingredient, C5HA recombinant collagen, is scientifically formulated to enhance skin absorption and promote collagen production, addressing both efficacy and consumer trust [12][14]. - Keli Jin's product matrix includes a range of items designed for both morning and night use, catering to the growing demand for "time-specific care" and "certain efficacy" among consumers [16][18]. Group 4: Market Trends and Brand Strategy - The skincare industry is witnessing a structural shift where emotional resonance and understanding consumer needs are becoming as important as product efficacy [19][22]. - Keli Jin's dual strategy of combining "soft narrative" with "hard technology" allows it to build a brand model that is both scientifically grounded and emotionally engaging [22][30]. - The brand's approach to anti-aging is reframed from a battle against time to a gentle reorganization of one's state, aligning with modern consumer desires for self-acceptance and emotional well-being [29][30].
“一瓶多效”通吃美妆圈,真正的「精简护肤」来了?
FBeauty未来迹· 2025-06-09 10:55
风 潮 如 螺 旋 般 上 升 , 不 断 循 环 同 时 也 不 断 进 步 。 这 似 乎 是 美 妆 行 业 永 恒 的 规 律 。 早 在 1 9 8 0 年,Sisl e y推出的经典全能乳液,凭借"一瓶全效,终极保养"的功效承诺风靡全球;1 8年前, OLAY 多 效 修 护 面 霜 成 为 当 年 的 大 爆 品 。 后 来 伴 随 成 分 党 崛 起 , 品 牌 们 用 消 费 者 对 玻 色 因 、 3 7 7等高效成分的崇拜统领市场,靶向精准、专一强效成为了研发"圣经"。 到今天,风向似乎又回潮到"多而全":精华开始抗氧/美白/修护三效a ll i n,防晒霜不仅防晒 还得防黑防老,彩妆更是要化身"全能战士",恨不能一盒解决全脸妆容。 从全能风靡到专效 神坛、再回归如今的多效狂欢,美妆赛道似乎又画出了一个轮回。这究竟是消费理性的终极进 化,还是新一轮营销内卷的开端?能否推动市场走向更理性、更精简的未来? 放眼当下的美妆市场,一股"一瓶多效"的风潮正以前所未有的力度席卷核心品类。 《FBe a u t y 未来迹》发现,2 0 2 5年以来,品牌们在升级经典单品或推出新品时,都不约而同地将" ...
AMOUAGE揭幕上海张园亚太首家旗舰店,全球CEO首度受访
FBeauty未来迹· 2025-06-07 03:41
被誉为"世界上最珍贵的香水"、"香水界爱马仕"的AMOUAGE在中国市场步入发展快车道。 2 0 2 5年5月2 7日,阿曼王室国礼香水品牌AMOUAGE在上海张园揭幕其亚太首家旗舰店,同 时也是品牌全球唯一海洋主题门店——"Th e Sill a g e 香迹"。 面对当下高端美妆市场增长乏力 和线下渠道创新危机的双重压力,Amo u a g e展现出反周期的强大韧性:不仅在不久前获得欧 莱 雅 集 团 的 注 资 , 还 加 速 推 进 全 球 化 尤 其 是 中 国 市 场 的 扩 张 , 对 外 释 放 了 十 分 积 极 的 信 号 。 亲赴上海参加旗舰店揭幕仪式的Amo u a g e首席执行官Ma r c o Pa rsi e g l a日前接受《FBe a u t y未 来迹》独家专访,深度解析品牌建设逻辑和战略规划,并分享了对于未来十年高奢香水赛道的 趋势预判。 Amouage首席执行官Marco Parsiegla(右) 接受《FBeauty未来迹》独家专访 在中国消费市场迎来结构性变革的当下,选择开设出亚太首家旗舰店,Amo u a g e可谓向东方 香 水 市 场 交 出 的 一 封 ...
深度 | 珍珠申遗背后,欧诗漫的科技与文化跃升之路
FBeauty未来迹· 2025-06-06 08:08
Core Viewpoint - The article highlights the recognition of the Deqing freshwater pearl farming system as a Global Important Agricultural Heritage System (GIAHS) by the Food and Agriculture Organization (FAO) of the United Nations, marking a significant cultural and ecological achievement for China and the pearl industry [2][5][7]. Group 1: Historical Significance - The Deqing pearl system is the first freshwater aquaculture system in China to receive this honor and is the first globally recognized agricultural heritage centered around pearls [7]. - The system is described as a living cultural heritage, still actively practiced by local residents and serving as a primary economic source [7][10]. Group 2: Cultural and Technological Integration - The success of the Deqing pearl system is attributed to the efforts of "Pearl Grandpa" Shen Zhirong, who has dedicated 46 years to research and innovation, emphasizing the need for scientific advancement alongside cultural preservation [5][11]. - The brand Oushiman has emerged as a representative of the integration of pearl technology and beauty, reflecting a narrative of ecological, cultural, and technological coexistence [5][11]. Group 3: Research and Development - Oushiman has established a dual research center in Deqing and Hangzhou, with over 180 researchers, focusing on consumer research, basic research, and application research [13]. - The company has accumulated 151 patents and has developed four core technologies related to pearl processing, showcasing its commitment to innovation [13][14]. Group 4: Market Performance and Product Strategy - Oushiman's products, such as the second-generation Anxin Xiaobai tube, have achieved significant market success, with over 200 million units sold, indicating strong consumer demand [20][21]. - The brand's approach to product development is based on targeted solutions, utilizing extensive research on Asian skin genetics to create effective skincare products [14][23]. Group 5: Cultural Promotion and Sustainability - Oushiman aims to be a cultural translator and promoter of traditional ecological wisdom, integrating pearl culture into its brand strategy through various initiatives, including a pearl museum and educational programs [24][25]. - The company is also focused on sustainable practices, such as green manufacturing and low-carbon packaging, aligning with the ecological principles of the Deqing pearl system [25][26]. Group 6: Global Expansion and Future Outlook - Oushiman is expanding into Southeast Asia and the Middle East, promoting the dual narrative of Eastern pearl technology and modern skincare science [25]. - The brand's development reflects a global expression of traditional Chinese ecological wisdom, positioning itself as a leader in the skincare industry while fostering cultural heritage [26].