2025年5月，黄子韬卫生巾品牌上线发售，高调进军卫生巾市场。与此同时，东方甄选、凡客、三只松 鼠等品牌也纷纷"入局"，试图在规模达千亿级的卫生巾市场中分一杯羹。一时间，跨界经营卫生巾的热 潮愈演愈烈，卫生巾市场格局正悄然重塑。 市场乱象引发信任危机：消费者正在遭遇什么 今年"3·15"晚会上，"翻新卫生巾"这一行业乱象被公之于众，女性护理产品安全又一次被推至舆论的风 口浪尖：先是网购卫生巾包装上写的长度与实际长度、实际使用长度存在差值；紧接着，山东某纸制品 公司被曝一年内非法生产230万片劣质卫生巾，产品涉及诸多知名品牌；不仅如此，甲醛超标、荧光剂 残留、虫卵混入等卫生问题也接连被曝光……这些本应被集中销毁的残次品、下脚料，竟在利益驱使下 改头换面，成为货架上正常售卖的"新品"，严重威胁着广大女性的身体健康。 来源：环球网 【环球网报道 记者 张寒玥】今年以来，卫生巾行业频频"爆雷"。从长度虚标到"针头虫卵"，从"荧光剂 检测超标"到"使用污渍散浆"……这一系列的质量问题，都在不断侵蚀着消费者对产品安全的信任。有 网友在相关内容评论区写下这样一句话："女性健康不该成为市场利益的牺牲品，卫生巾更不该成为'生 ...

同日，@水木年华缪杰 也在社交平台发视频回应称："很遗憾地通知大家，原来定在7月3日晚 上8时的东方甄选的直播间的活动，因为条件不充分，还需要打磨一些细节，所以我们决定延 期举行……在榕江遇到困难的第一时间，缪村长就联系到了东方甄选的团队，希望做一场榕江 的专场活动，这样呢，既能够给当地增加收入，又能把所有的款项给到当地，用于当地的急用 和重建。 东方甄选的家人们，也非常有爱，立刻就答应了缪村长的请求，而且全力配合，那在 这里，缪村长非常感恩。但是呢，缪村长还是低估了这件事情的难度，大家都知道，受限于现 在榕江当地的人员、物资、物流方面的困难，就尽管大家非常努力，但是也无法在这么短的时 间内，备齐足够数量的优质的当地货品，所以这个情况下，活动只能推迟。那在这里缪村长向 所有的榕江的乡亲们、全国的网友，还有这些天跟我们一起昼夜奋战的东方甄选的朋友们，说 一声抱歉。" 此前东方甄选曾放出缪杰与主播YOYO做公益直播的预告海报。海报中包含 "白蜡烛""微 笑""一切美好生活尽在东方甄选" 等元素，被众多网友认为不合时宜，甚至质疑是在"蹭灾情 流量"。不过，也有声音认为海报本身问题不大，只是某些过激言论被无限放大。 ...

出品｜搜狐财经 作者｜柴鑫洋 编辑｜李文贤 卫生巾赛道，正在迎来新的玩家。 以"宠妻狂魔"人设高调入局的黄子韬，携卫生巾品牌"朵薇"以单片0.8元的价格切入市场。东方甄选推出的自营品牌卫生巾，单片会员价也不足1元。零食 巨头三只松鼠也宣布做卫生巾，主打安全舒适。 近两年，卫生巾领域乱象频出。去年，市面上多数卫生巾品牌被曝出"长度缩水"，今年315晚会又曝出黑心厂商将卫生巾残次料翻新"二次销售"，引发消 费者对卫生巾质量的担忧。众多网友跑到雷军评论区刷屏，希望小米能生产卫生巾。 2025年"315"再揭"卫生巾翻新"乱象，苏菲、自由点、全棉时代等卷入。后续，涉事品牌均下场辟谣。 自由点母公司百亚股份称卫生巾短期内线上销售将承压，同样涉事的苏菲在"618"期间跻身个护热销榜前十。 2025年7月1日起，强制性国家标准《一次性使用卫生用品卫生要求》（GB15979-2024）正式实施。该标准于2024年6月发布，是在2002年发布旧国标后， 时隔22年的首次更新。 新标准强调卫生巾产品的健康卫生指标，尤其是原材料及制造过程卫生要求、微生物污染指标和毒理学安全性要求等。 卫生巾赛道迎来新玩家，单片不足1元 开播数小时 ...

智通财经7月2日电，香港恒生指数收涨0.62%，恒生科技指数跌0.64%。重庆钢铁股份涨超90%，奈雪的 茶涨超33%，东方甄选涨超9%；弘业期货跌超13%，金山软件跌超9%。 香港恒生指数收涨0.62% 恒生科技指数跌0.64% ...

来源：环球网 【环球网报道 记者 姚倩】卫生巾这一高频卫生用品迎来新的搅局者：东方甄选。这个起家于教培行 业、靠直播带货"出圈"的品牌，近期上线自营卫生巾产品—甄选安心卫生巾，首次切入女性护理市场， 以会员售价每片低至1元的价格迅速引发热议。一方面是消费者对性价比的高度追求，另一方面也引发 了行业对"赔本赚吆喝"策略的疑问：东方甄选的卫生巾到底靠什么挣钱？低价背后，又会对整个女性护 理行业带来怎样的连锁反应？ 东方甄选"入局"卫生巾市场 东方甄选新近上线的卫生巾产品，宣传点围绕舒适度、透气性等切入，但其最大卖点无疑是：单片价格 低至1元。 该产品在东方甄选App面向会员开售。据东方甄选主播yoyo介绍，纯棉卫生巾产品算是内部孵化时间最 长的自营品之一。两年前，东方甄选内部就有做卫生巾的想法，但中途一度停滞，直到去年9月才正式 立项。 目前，东方甄选卫生巾推出的240mm和290mm两款规格，会员售价每片不到1元。从价格来看，东方甄 选把价格都控制在了1元以内。其自营卫生巾会员售价每片不到1元，部分规格更是低至8毛多一片。 卫生巾的价格已经"卷"了起来。前不久，明星黄子韬宣布进入女性护理市场，其公司推出的朵薇套 ...

Core Viewpoint - The departure of the popular host Duntun from Dongfang Zhenxuan has raised concerns about the company's reliance on individual influencers and its future in the live e-commerce sector [3][14]. Group 1: Departure of Duntun - Duntun announced his departure from Dongfang Zhenxuan in a video, stating he wants to challenge himself as he approaches his thirties [1][9]. - Despite leaving his role as a host, Duntun will continue to collaborate with Dongfang Zhenxuan as an honorary product ambassador [1]. - Duntun was seen as a key figure in the "Dongfang Zhenxuan Beautiful Life" live stream, which grew significantly since its inception in July 2022, amassing nearly 5 million followers and achieving a single-session sales record of approximately 240 million yuan [5][6]. Group 2: Impact on Dongfang Zhenxuan - Duntun's departure has reignited discussions about Dongfang Zhenxuan's dependency on individual influencers, especially after the previous exit of another top host, Dong Yuhui [3][10]. - The company has faced challenges in maintaining sales and traffic following the exits of key hosts, raising concerns about potential declines in performance [8][9]. - Dongfang Zhenxuan's CEO has acknowledged the need to avoid past mistakes related to influencer dependency, indicating a strategic shift towards a team-based live streaming model [12][15]. Group 3: Strategic Shifts - Dongfang Zhenxuan is moving away from reliance on single influencers by promoting a collaborative team approach to live streaming, which aims to enhance brand independence [15]. - The company is also diversifying its platform presence beyond Douyin to include Taobao and JD.com, which helps mitigate risks associated with platform dependency [16]. - Financial data shows that while overall revenue has declined, self-operated product sales have increased, indicating a potential shift in revenue strategy [17].

Group 1 - The Hong Kong Hang Seng Index opened with a gain of 0.62% [1] - The Hang Seng Tech Index increased by 0.9% [1] - BYD Company and Alibaba both saw their shares rise by over 2% [1] - Dongfang Zhenxuan and Bilibili experienced a rise of over 1% [1]

Core Viewpoint - The departure of the popular live streamer Duan Duan from Dongfang Zhenxuan has raised concerns about the company's management of its hosts and its future direction in the competitive live e-commerce industry [3][4]. Group 1: Departure of Duan Duan - Duan Duan announced his departure from Dongfang Zhenxuan, stating that his contract had expired and he would seek new challenges [1]. - Dongfang Zhenxuan responded positively, indicating that Duan Duan would continue to collaborate with them as an "honorary product recommender" [3]. - Duan Duan, whose real name is Wang Ruodun, gained popularity for his bilingual product presentations and cultural insights during live streams [3]. Group 2: Management and Industry Impact - The departure of Duan Duan is not an isolated incident; Dongfang Zhenxuan has seen multiple high-profile departures, including Jing Wen and Dong Yuhui, raising questions about its host management strategy [4]. - The company has registered multiple trademarks related to its hosts, including Duan Duan's name, to protect their personal brands and prevent malicious registration [4]. - The live e-commerce industry is highly competitive, and the stability of hosts is crucial for maintaining consumer connections and brand image [5]. Group 3: Future Challenges - Dongfang Zhenxuan faces the challenge of managing potential fan loss and brand image fluctuations due to host departures [5]. - The company must optimize internal management and improve host training and incentive mechanisms to attract and retain talent in the live e-commerce sector [5].

Core Viewpoint - The departure of the influencer "Dun Dun" from Dongfang Zhenxuan highlights the structural challenges within content-driven organizations, where individual influence can surpass organizational control, leading to inevitable conflicts and separations [1][2][8] Group 1: Departure of Dun Dun - Dun Dun, a prominent figure in live streaming, announced his departure from Dongfang Zhenxuan, expressing gratitude for the opportunities provided over three years [1] - His decision to leave is framed as a personal choice but reflects a broader issue of organizational dynamics where individual influence can disrupt established structures [1][5] Group 2: Organizational Challenges - Content-driven companies face a dilemma: they want to leverage employee influence for growth but struggle to maintain control over these emerging "IP" figures [2][7] - The tension arises from the desire to cultivate "warm" individual identities while enforcing organizational norms, leading to a conflict between personal expression and corporate identity [2][6] Group 3: The Role of Founders and IP - Founders are increasingly stepping into the role of IP to maintain control and trust, as they are seen as the most reliable representatives of the brand [3][4] - The rise of employee IPs creates a power imbalance, where an employee's influence can overshadow the brand, leading to organizational discomfort and potential conflicts [5][7] Group 4: Emerging Trends - A new phenomenon of "stealth IPs" is emerging, where employees leverage company resources for personal branding without formal accountability, complicating the relationship between personal and corporate identities [6][8] - This trend undermines organizational trust and control, making it difficult for companies to manage their brand narratives effectively [6][9] Group 5: Future Implications - Companies must adapt to either rely on founders to narrate their stories or develop structures that accommodate multiple IPs, potentially transforming into collaborative networks [8][9] - The fundamental question remains: who has the authority to represent the company, and how can organizations balance individual expression with collective identity [9][10]

Core Insights - The sanitary napkin market is experiencing a surge in sales driven by major live-streaming e-commerce platforms, with three leading companies entering the self-operated sanitary napkin segment [2][4][10] - The high profit margins in the sanitary napkin industry, with gross margins typically ranging from 55% to 70%, are attracting significant interest from these companies [10][11] Group 1: Market Dynamics - Major live-streaming e-commerce platforms like Dongfang Zhenxuan, Huang Zitao's Duowei, and Xin Xuan are capitalizing on the sanitary napkin market, with Dongfang Zhenxuan achieving sales of 1.2 million packs in just two days, translating to over 15.6 million yuan [2][4] - Huang Zitao's Duowei recorded over 80,000 orders and total sales of 40 million yuan on its launch night, while Xin Xuan's "Cotton Password" has achieved sales exceeding 1 billion yuan in a single live-stream [2][4][10] Group 2: Product and Pricing Strategy - The sanitary napkin products from these companies are primarily produced through a private label model, which allows for lower costs and reduced risk, but raises concerns about product quality control [6][7] - Prices for these self-operated sanitary napkins are kept below 1 yuan per piece, with some products priced as low as 0.6 yuan, while competing brands can be found at even lower prices [7][8] Group 3: Quality and Regulatory Challenges - The sanitary napkin industry has faced scrutiny over quality issues, with complaints about products from Duowei and Xin Xuan, highlighting the risks associated with entering this market [12] - Upcoming regulatory changes, including a new mandatory national standard for sanitary products set to take effect in July 2024, will increase entry barriers and challenges for new players in the market [12]