Core Viewpoint - The beauty giants are expanding into the medical aesthetics sector by launching microneedling products, moving beyond just perioperative skincare to direct medical device offerings [2][3][4]. Group 1: Product Launches - Shiseido has launched a new microneedling product, MicroClick Concentrate, in the Japanese market, priced at 36,300 yen (approximately 1,791 RMB) for 1.4ml [2][4]. - L'Oréal is set to release a microneedling beauty device named 400 BOOSTER, priced at £250 (approximately 2,394.7 RMB), targeting the high-end home beauty market [3][8]. Group 2: Technology and Mechanism - Microneedling is a common medical device that creates microchannels in the skin to deliver active ingredients for therapeutic effects, particularly in aesthetic treatments [3][6]. - Shiseido's MicroClick Concentrate features 18 microneedles per disposable head and includes niacinamide and barrier-repairing ingredients, enhancing the penetration of active substances [4][7]. - L'Oréal's 400 BOOSTER utilizes a module with 400 nano-sized tips to create invisible microchannels in the skin, promoting the absorption of skincare ingredients [8][11]. Group 3: Market Trends and Consumer Acceptance - The Chinese medical aesthetics market has been growing at an annual rate of 17.5% since 2017, projected to reach nearly 400 billion RMB by 2026, with light medical aesthetics contributing significantly [13]. - The microneedling market, which surpassed 200 million RMB in 2022, has substantial growth potential compared to the broader light medical aesthetics market [13]. - Consumers are increasingly accepting microneedling as a method for effective skincare, with a shift towards home-use devices that enhance the efficacy of topical products [15][16]. Group 4: Regulatory and Safety Considerations - The integration of microneedling into beauty products faces regulatory challenges, as microneedles are classified as medical devices in many regions, requiring compliance with stricter safety standards [19][22]. - There is a growing concern about the safety of DIY microneedling practices, highlighting the need for consumer education on safe and effective use [22][27]. Group 5: Future Outlook - The combination of beauty and microneedling presents significant opportunities for innovation in skincare, but companies must navigate regulatory hurdles and ensure product safety [27]. - The trend towards home-use microneedling devices reflects a broader consumer demand for effective skincare solutions that are easy to use and accessible [15][16].

5月2 3日，佰傲再生旗下护肤品牌绽媄娅全球首发二类医疗械字号新品——绽媄娅RGD重组胶 原 蛋 白 修 复 棒 （ 以 下 " 简 称 RDG 胶 原 修 复 棒 " ） 。 以 再 生 医 学 路 径 入 局 热 门 赛 道 ， 在 " 械 字 号"圈和美妆圈引发"强关注"。 绽媄娅RGD重组胶原蛋白修复棒 在这个以技术论长短的上升赛道里，深耕再生医学的绽媄娅是否能以强大的科研实力，推出具 有技术引领性的产品，引发行业对未来科研创新路径的思考。 更重要的是，当再生医学与"先破后立"的医美行业产生交集时，以绽媄娅为代表的科学家品 牌，又会将械字号引向何方？ 之所以械字号被众多美妆公司关注，且持续爆火，源于医美市场渗透率激增。 据德勤《中国医美行业2 0 2 4年度洞悉报告》，未来五年中国医美市场将达到1 0%- 1 5%的复合 增长率，预计2 0 2 7年将达到3 8 0 0亿的市场规模。同时，医美市场井喷延伸出了巨大的围术期 护理需求，医用敷料等械品的增长率甚至高于医美市场的增长率。 持续升温的"械字号"赛道，迎来"最懂皮肤"的科学家品牌。 近年来，多个头部国际、国内品牌布局械字号，让"妆械联合"成为一种 ...

Core Viewpoint - The article discusses the advancements in skincare technology, particularly focusing on the dual mechanisms of antioxidant and anti-glycation, which are crucial for addressing skin aging and pigmentation issues caused by oxidative stress and glycation processes [2][8][18]. Group 1: Research and Development - Proya has made significant breakthroughs in addressing the challenges of oxidative and glycation damage, presenting their findings at the "Cognition and Practical Innovation of Antioxidant and Anti-Glycation Mechanisms" forum [3][7]. - The research team revealed the dual-target regulation mechanism involving Nrf2 and GLO-1, which are essential for combating oxidative stress and glycation [4][5][18]. - The newly launched dual-antioxidant essence "Whitening Special Edition" utilizes the "dual-antioxidant + dual-pathway whitening" approach to tackle these technical challenges [5][25]. Group 2: Mechanisms of Skin Aging - Skin aging is categorized into intrinsic and extrinsic aging, with extrinsic aging primarily caused by environmental factors like UV exposure, leading to excessive ROS production and subsequent skin damage [8]. - Glycation, a non-enzymatic reaction, occurs when excess sugars bind to collagen and elastin, forming irreversible advanced glycation end products (AGEs), which contribute to skin dullness and loss of elasticity [9][11]. - The interplay between oxidative stress and glycation exacerbates skin damage, creating a vicious cycle that accelerates pigmentation issues [11][13]. Group 3: Product Innovation - Proya's dual-antioxidant essence has shown a 216% increase in Nrf2 levels and a 206.25% increase in GLO-1 levels, significantly reducing ROS and AGEs, with reductions of 53.44% and 79.57% in oxidative and glycation damage, respectively [21][24]. - The product incorporates a five-fold antioxidant matrix and a three-fold anti-glycation matrix, enhancing its efficacy against oxidative and glycation damage [26][28]. - The essence has received the Whitening Special Certificate, validating its effectiveness and quality [28]. Group 4: Market Trends and Consumer Insights - The launch of the dual-antioxidant essence reflects Proya's deep understanding of current consumer demands, shifting from "low price high quality" to "scientific value visualization" [37]. - There is a growing trend among consumers towards understanding the mechanisms behind skincare ingredients, moving from a focus on "star ingredients" to "validated mechanisms" [37]. - Proya's commitment to research and innovation positions it as a leader in the beauty industry, driving advancements in the entire skincare market [36][37].

Core Viewpoint - The beauty industry is currently experiencing a "ingredient dispute" focusing on two key ingredients: hyaluronic acid and recombinant collagen, which has expanded to discussions on business strategies of leading beauty companies, the ecological environment of the industry, and the public sentiment in the capital market [2][3] Summary by Sections Hyaluronic Acid - Hyaluronic acid, known scientifically as hyaluronic acid (HA), is a crucial component of human tissue, comprising about 50% of the total amount in the skin, and is recognized for its powerful moisturizing, soothing, repairing, and anti-aging properties [5][6] - Historically, hyaluronic acid was monopolized by foreign companies in the 1980s, making it expensive and inaccessible to the Chinese market. Furuida Biotech broke this monopoly by developing a microbial fermentation method, reducing the cost of hyaluronic acid by 90% [6][8] - Furuida has established a complete industrial chain centered around hyaluronic acid, covering raw materials, pharmaceuticals, cosmetics, functional foods, and medical devices, and has created several well-known beauty brands [8][10] Recombinant Collagen - The recombinant collagen market in China has grown from 1.5 billion yuan in 2017 to 10.8 billion yuan in 2021, with a projected compound annual growth rate of 42.4% until 2027 [11] - Recombinant collagen is seen as a next-generation regenerative medicine material, offering advantages such as no viral risk and high biocompatibility, and is expected to complement hyaluronic acid in skincare [13][14] Furuida's Strategic Moves - Furuida has recognized the complementary relationship between hyaluronic acid and recombinant collagen, launching its first medical beauty brand, Kemi, in December 2023, and investing in a production line for recombinant collagen [14][16] - The company has achieved significant milestones in recombinant collagen research, including obtaining medical-grade material qualifications and developing various types of collagen with multiple patents [16][18] Market Performance - Furuida's cosmetics sales revenue reached 2.475 billion yuan in 2024, with a gross margin of 62.57%, indicating a stable performance in its main business segment [17][18] - The dual focus on hyaluronic acid and collagen has led to rapid growth for its brands, with the Yilian brand achieving 963 million yuan in revenue in 2024, a year-on-year increase of 12.36% [20] Future Outlook - Both hyaluronic acid and recombinant collagen have significant growth potential, with recent research highlighting the extracellular matrix (ECM) as a new frontier in anti-aging studies [20][21] - Furuida's innovative approach, including the development of a breakthrough ingredient that accurately restores ECM protein composition, is redefining the application boundaries of collagen [21][22] - The success of hyaluronic acid represents a model for the Chinese beauty industry, showcasing the potential for multiple "hyaluronic acid effects" to drive industry growth and global competitiveness [22]

近年来国际巨头在纯净美妆赛道上频频"翻车"——关停退市的新闻不时传来，令业界开始重新 审视"纯净"的未来走向。不过，一个中国新锐彩妆却玩得风生水起，无论在投资圈还是消费端 都备受瞩目，这背后究竟有哪些独门绝技？ 2 0 2 5年5月，中国纯净彩妆品牌RED CHAMBER朱栈宣布完成近亿元A轮及A+轮融资，由水 羊股份领投、解百消费基金跟投，安可资本担任本轮融资独家财务顾问。这是2 0 2 5年开年以 来中国美妆品牌获得的最大单笔融资，为沉寂已久的美容投资赛道带来一抹温暖。 据悉，此轮投资中，水羊股份将凭借自身在产品研发、供应链管理以及市场推广等方面的成熟 经验，助力RED CHAMBER朱栈在产品创新与市场拓展上更进一步。解百消费基金则助力其 在渠道建设、品牌推广等多层面的协同进化。 当国际纯净美妆品牌品牌因市场遇冷而撤退，以RED CHAMBER朱栈为代表的国货品牌，正 通过"地球智造+纯净科技"寻找一套独特的生存之道。 据资料显示，RED CHAMBER朱栈成立于2 0 2 0年，是中国首个倡导可持续理念的纯净美妆品 牌。朱栈凭借对纯净彩妆赛道的精准卡位与战略布局迅速崭露头角，成立至今5年，已获3轮融 ...

Core Viewpoint - The article discusses the evolution of the "medical-research co-creation" trend in the Chinese beauty market, highlighting how brands like La Roche-Posay are leveraging scientific research to differentiate themselves and achieve significant sales growth, particularly in the context of the brand's 50th anniversary [2][4]. Group 1: Brand Performance and Market Position - La Roche-Posay has achieved over €7 billion in sales, marking a significant milestone for L'Oréal's dermatological division, and has become the third-largest skincare brand globally and the most recommended by dermatologists [2][4]. - The brand's unique heritage, rooted in the therapeutic properties of its thermal spring water, has been a key factor in its success, with a history dating back to the 14th century [7][9]. - The brand has submitted 180 research papers and actively participates in global dermatology conferences, reinforcing its position as a leader in skincare science [12][19]. Group 2: Research and Development - La Roche-Posay has a strong commitment to scientific research, having pioneered several innovations in skincare, including the first sunscreen with anti-UVA properties in 1987 and the first microbiome research in 2011 [10][12]. - The brand collaborates with dermatologists and medical experts to develop products that address real skin issues, emphasizing a holistic approach to skincare that includes emotional and psychological aspects [13][14]. Group 3: Market Strategy in China - Since entering the Chinese market in 2001, La Roche-Posay has positioned itself as a pioneer in scientific skincare, rapidly becoming the third-largest market for the brand globally [15][24]. - The brand's sales in China are projected to exceed ¥2.3 billion in 2024, reflecting a 12% year-on-year growth, driven by high repurchase rates of key products [15][24]. - La Roche-Posay has established a robust "medical-research co-creation" system in China, resulting in significant product innovations tailored to local consumer needs [21][24]. Group 4: Social Responsibility and Community Engagement - The "Blue Ribbon" initiative launched in 2022 aims to support skin health for cancer patients, showcasing the brand's commitment to social responsibility and community engagement [26][27]. - La Roche-Posay actively participates in educational campaigns and collaborations with local medical institutions to raise awareness about skin health issues related to cancer treatment [26][27]. Group 5: Consumer Trends and Brand Positioning - The article highlights a shift in consumer behavior towards more informed and rational purchasing decisions, with an increasing focus on ingredient transparency and product efficacy [29][31]. - La Roche-Posay's branding emphasizes a consistent message of professionalism and care, resonating with consumers who prioritize both effectiveness and a human touch in skincare [28][31].

"质价齐卷"是今年防晒市场真实写照。 在 研 发 、 技 术 迎 着 消 费 者 的 需 求 " 向 上 卷 " 时 ， 整 个 防 晒 品 类 的 价 格 却 在 随 着 竞 争 加 剧 " 向 下 卷"。这意味着，在过去数年里一直快速成长的防晒，正在遭遇品类的"增长陷阱"。 不过，这一现状背后也意味着新拐点的出现，许多防晒品牌已经开始有意识地将防晒产品多功 效化，以满足更细分精准的消费需求。同时在技术层面，更高维度的"抗光老"视野，为防晒品 类的下一轮跃升提供可能性。 《FBe a u t y未来迹》发现，在这轮从防晒到抗光老的品类技术赛道转换中，一些底蕴深厚的高 端美妆品牌，已经意外驶入了发展的快车道。 纵观整个防晒品类，价格端的"明升暗降"，是当下赛道的显著特征。 通过统计各平台数据显示，2 0 2 4年，防晒产品在淘天、抖音、京东、拼多多4大电商平台的销 售额为1 5 2 . 7 8亿元，同比增长2 . 1 2%，总体均价从7 9 . 6 2元上涨至8 9 . 8 8元，但综合销量却下滑 9 . 5 4%。 | 平台 | 2024年销售额 | 同比增长 | 2024年销量 | | 同比增长 平均成交 ...

Core Insights - The article emphasizes the growing importance of "barrier repair" in the beauty industry, particularly in response to skin issues arising from modern lifestyles such as stress and lack of sleep [2][5][11] - The "Barrier Repair" market is experiencing significant growth, with a 58% year-on-year increase in product registrations in the first eight months of 2024, indicating a shift from niche concept to essential need [2][11] - The success of the "Skin Barrier Case Competition" initiated by the brand has established it as a benchmark for clinical research in the cosmetics industry, promoting a scientific approach to skincare [3][12] Market Trends - The report highlights that the number of registered repair products reached 4,159 in the first eight months of 2024, with a growth rate exceeding 177% in April 2024 alone [2][11] - The competition has attracted over 800 dermatology experts and has received more than 1,011 real application cases, covering over 20 types of skin issues [6][12] Brand Contributions - The brand has maintained double-digit growth for several years, driven by its focus on barrier repair and innovative research initiatives [3][11] - The introduction of dual tracks in the competition for both adults and children aims to address the unique needs of pediatric skin care, reflecting the brand's commitment to comprehensive skin health [8][19] Industry Impact - The competition has significantly influenced clinical research innovation, improved treatment standardization, and fostered collaboration across academia and industry [12][14] - The brand's approach to integrating treatment and skincare through the use of moisturizers as a fundamental part of therapy has been recognized as a pioneering model in the industry [14][19] Future Strategies - The brand plans to enhance its product offerings by launching five new personal care products by the end of 2024, focusing on diverse consumer needs [19][21] - The brand aims to expand its reach among younger consumers, particularly the Z generation, by emphasizing the efficacy and value of its products [24][25]

随着美妆市场持续步入存量竞争阶段，品牌格局越来越稳固的护肤赛道，还能跑出新的技术型 国货品牌吗？事实证明是可以的。 这个脱胎于人造皮肤实验室的品牌，究竟如何将冷板凳上的科研成果，转化为梳妆台上的现象 级爆款？ 2 0 2 5年的中国美妆市场，正在经历一场深刻的转型。中国香妆协会发布的数据显示：2 0 2 4年 中国化妆品市场交易总额为1 0 7 3 8 . 2 2亿元，同比增长2 . 8%。其中，中国香妆协会以线上交易 额TOP1 0 0 0品牌为样本数据，发现2 0 2 4年中国化妆品品牌交易额占比为5 5 . 2%，同比增加2 . 9 个百分点。 但与此同时，赛道内卷加剧，消费者对功效和技术的关注度持续攀升。在这一背景下，今年的 6 1 8大促成为检验品牌硬实力的关键战场。 5 月 1 7 日 晚 8 点 ， 天 猫 6 1 8 正 式 开 售 。 大 促 刚 刚 开 始 ， 不 少 品 牌 商 家 就 打 了 一 场 漂 亮 的 仗 ， 据 悉，开卖首小时，超1 3 0 0 0个品牌成交翻倍。 美妆赛道"战况"也十分激烈，多个品牌接连在开卖1小时之内破亿，外资品牌与国货品牌总体 表现可以说是平分秋色。绽 ...

2 0 2 5年，防晒市场呈现价格下行与技术升级的双向迭代。 从消费端来看，消费者对防晒产品的诉求已突破单纯的高SPF值，转向对肤感、肤质、场景适 配性及复合功效的全面需求。 面对这一结构性变革，扎根中国市场2 4年的防晒品牌新碧，凭借曼秀雷敦的百年药企科研基因 与底蕴，持续对亚洲肌肤光损伤的深度研究，以"防护+养肤+全人群覆盖"的创新矩阵回应市 场新命题。 "防晒霜不仅要防紫外线，还要能抗衰老"——这届消费者正在倒逼防晒产品升级。 艺恩《2 0 2 4防晒霜消费趋势报告》中的统计数据显示，尽管防晒能力仍然是防晒霜的基础卖 点，但消费者已不满足于"不晒黑"，护肤化防晒成为新刚需，抗氧提亮、抗光老等养肤需求的 关注度持续上升。与此同时，敏感肌人群的扩容与轻医美常态化，正在重塑产业规则——"安 全性"和"温和性"成为防晒的首选标准，也让物理防晒从边缘走向主流，收获更多关注。 《2024防晒霜消费趋势报告》 面对需求端的变化，防晒市场掀起功效内卷：成分党追捧的独家配方、叠加美白抗衰的多效宣 称层出不穷。不过，新概念固然让人眼前一亮，但追逐概念、卷功效却舍弃了本该有的"稳定 +安全"的内核，无疑是一种本末倒置。 究竟 ...