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].

Core Viewpoint - The article discusses the initiatives and events organized by the China Fragrance and Cosmetic Industry Association to promote safety in cosmetic use and enhance the industry's global standing through media collaboration and scientific communication [4][12]. Group 1: Events and Initiatives - The 2025 Safety Cosmetic Use Science Promotion Week will take place from September 1 to 7, with the theme "Safe Use of Cosmetics, Science to Safeguard" [5]. - The China Fragrance and Cosmetic Industry Association aims to strengthen public awareness of safe cosmetic use and establish a new social governance model [5][12]. - The association's annual media collaboration meeting focuses on building a better media cooperation ecosystem and enhancing scientific communication within the industry [14][17]. Group 2: Key Activities - The first execution plan for the Safety Cosmetic Use Science Promotion Week includes a "Full Media Science Promotion Action" with activities such as expert-written articles and engaging multimedia content [10]. - The second plan involves a "Consumer Safety Use of Cosmetics Public Welfare Action," encouraging companies to showcase their green and sustainable development practices [11]. - The third plan, "Green Action: Empty Bottle Recycling," aims to set up around 300 recycling points nationwide and promote consumer participation in sustainability efforts [11]. Group 3: 2025 CAME Highlights - The 2025 China Fragrance and Cosmetic Industry Annual Conference and Boutique Expo (2025 CAME) will be held from September 25 to 27 in Nanjing, focusing on "Technology and Brand Co-Progress" [21][23]. - The expo will feature over 115 exhibitors and more than 500 brands, showcasing innovations in the industry, including biotechnological advancements and sustainable packaging [25][27]. - The event will also host numerous thematic conferences, inviting over 100 influential guests to discuss key industry topics, enhancing the exchange of ideas and collaboration [28][30].

Core Viewpoint - The article highlights the breakthrough of the Chinese brand HiPapa in sunscreen technology, which has been recognized by the prestigious journal Nano-Micro Letters with an impact factor of 36.3, marking a significant advancement in the field of sunscreen over the past two decades [3][27][29]. Group 1: Breakthrough Technology - HiPapa's innovative sunscreen technology utilizes mobile phone materials, potentially redefining the sunscreen industry [4][20]. - The research addresses long-standing issues in traditional sunscreen technology, which has struggled to balance protection, safety, and skin feel [10][11]. - The new two-dimensional titanium dioxide (2D TiO₂) structure allows for effective UV protection while minimizing skin penetration and reducing the generation of harmful free radicals [19][17]. Group 2: Industry Context - Traditional sunscreen technologies, dominated by Western standards, have not adequately resolved the "protection, safety, and skin feel" triangle, forcing consumers to compromise [10][11]. - The breakthrough technology from HiPapa is seen as a solution to these long-standing challenges, offering a new direction for global sunscreen research and development [23][29]. Group 3: Academic Recognition - The publication of HiPapa's research in Nano-Micro Letters signifies a major academic endorsement, establishing the credibility of Chinese sunscreen technology on a global scale [27][28]. - The journal is recognized as a leading publication in materials science, further validating the significance of HiPapa's findings [28]. Group 4: Market Strategy - HiPapa has secured 29 special certifications for its sunscreen products, ensuring compliance with rigorous efficacy and safety tests [31]. - The company is actively involved in establishing industry standards, having proposed eight beauty group standards to address gaps in the market [31][32]. - HiPapa's approach combines academic advantages with practical market applications, aiming to build a comprehensive authority in the sunscreen sector [32]. Group 5: Research Ecosystem - HiPapa has developed a "SCIENCE-LED" research and development system that integrates scientific theory, cutting-edge research, and strict validation processes [35][36]. - Collaborations with top research institutions enhance the company's innovation capabilities, ensuring the scientific validity and market applicability of its products [37]. - The focus on cross-industry technology transfer, particularly from mobile technology to skincare, exemplifies a strategic shift in product development [38][39].

Core Viewpoint - The article discusses the transformation of the Chinese cosmetics industry from "incremental competition" to "stock game," emphasizing the need for scientific validation and trust in brands as consumer expectations evolve from mere functionality to a demand for verifiable scientific evidence [5][30]. Group 1: Industry Challenges - The cosmetics industry faces multiple pain points, including insufficient time for brand establishment, lack of scientific narratives, and broken evidence chains, pushing brands to the edge [3]. - Consumers are increasingly demanding scientifically backed products, leading to a shift from marketing-driven to research-driven approaches in the industry [5]. - The absence of a unified scientific language among brands has resulted in trust confusion, making it difficult for consumers to compare product values and leading to choice anxiety [6]. Group 2: SIA100 System Introduction - The SIA100 scientific skincare evaluation system was launched to address these challenges, serving as a trust infrastructure that integrates contributions from doctors, researchers, and brands, creating a replicable industry standard [4][7]. - SIA100 is not merely a certification tool but a comprehensive framework that connects academia, research, and clinical practice, providing a unified value measurement standard for the industry [7][8]. Group 3: Expert Collaboration and Evaluation - The SIA100 system is backed by a consortium of over 200 international experts, ensuring the scientific credibility and authority of the evaluation process [8][9]. - The SIA100 evaluation criteria are dynamic and evolve annually based on the latest scientific advancements and industry needs, ensuring relevance and applicability [9]. Group 4: Industry Impact and Future Directions - The SIA100 system has already validated 42 products and 16 technologies in its first collection, demonstrating its effectiveness in bridging the gap between research and market needs [10][12]. - The SIA Alliance has gathered over 80 member companies, forming a collaborative network that enhances the ecological value of the SIA100 system and shifts scientific evaluation from a single standard to an industry consensus [12][30]. - As the demand for scientific innovation deepens, the SIA100 system will continue to evolve, expanding its categories and enhancing its evaluation dimensions by 2025 [16][30].