Group 1: Consumer Trust and Brand Management - Consumer trust and preference are vital market resources for consumer-facing companies, reflecting their brand building and emergency strategies [1] - The integration of consumer brands with company operations has intensified, making public sentiment management crucial for brand reputation [1] - A quantitative scoring mechanism, the "Consumer Sentiment Warning Index," has been developed to evaluate companies' responses to public sentiment crises [1] Group 2: Company Case Study - Giant Biological - Giant Biological's core brand, Kefu Mei, is facing controversy over the collagen content in its products, following allegations of potential fraud by a beauty influencer [2][5] - The influencer's testing revealed a collagen content of only 0.0177%, raising questions about the product's integrity [2] - Giant Biological responded by asserting that their internal testing showed collagen levels exceeding 0.1%, but the lack of authoritative national standards for collagen testing has led to ongoing disputes [6][5] Group 3: Industry Implications - The controversy highlights the need for established industry standards regarding the safety and content of cosmetic ingredients, particularly recombinant collagen [6] - As a leading player in the industry, Giant Biological must address public concerns and enhance its long-term product quality monitoring systems [7] - The incident underscores the broader issue of ingredient safety and transparency in the rapidly evolving beauty sector [6] Group 4: Company Case Study - Perrier - Perrier, produced by Nestlé, is under investigation for consumer fraud related to water source contamination and improper treatment methods [7][8] - The investigation revealed that Perrier's production methods may not comply with European regulations for natural mineral water, raising significant health concerns [7] - Nestlé has reiterated its commitment to food safety and the integrity of its products, emphasizing collaboration with local stakeholders to protect water resources [10] Group 5: Market Impact and Brand Reputation - The scandal poses a severe threat to Perrier's brand image, which has been built on high-end positioning and quality [11] - Consumer trust in Perrier has been significantly undermined, prompting a reevaluation of their product choices [11] - To regain consumer confidence, Perrier must conduct thorough investigations, ensure transparency, and strengthen supply chain management [11]

Core Viewpoint - The controversy surrounding the collagen content in the "Kefumei" product from Giant Biological has raised significant questions about product labeling and industry standards, highlighting potential discrepancies between claimed and actual ingredient levels [4][6][9]. Group 1: Allegations and Findings - Dr. Hao Yu's report claims that the actual collagen content in the "Kefumei" collagen stick is only 0.0177%, significantly below the regulatory threshold of 0.1% [1][3]. - The report also indicates that key component glycine was not detected in the product, challenging the validity of Giant Biological's claims regarding their recombinant collagen technology [3][5]. - The detection method used by Dr. Hao Yu, which includes high-precision HPLC and calibration with 18 amino acid internal standards, is said to be highly sensitive and reliable [5]. Group 2: Company Response - In response to the allegations, Giant Biological emphasized the compliance of their products with regulatory standards and stated that their internal testing showed collagen content above 0.1% [6][8]. - The company criticized the detection methods used by Dr. Hao Yu as not being recognized by industry standards and claimed that the results lacked credibility due to methodological issues [6][7]. - Giant Biological announced that they have engaged multiple third-party testing agencies to verify their product's content and will disclose results once available [6][8]. Group 3: Industry Context - The incident has highlighted a broader issue within the recombinant collagen industry, where there is currently no unified testing method or standard, leading to significant discrepancies in reported results [9]. - The ongoing debate reflects a conflict between technical standards and commercial interests, impacting consumer trust and transparency in the medical aesthetics sector [9].

智通财经记者 | 李科文 唐卓雅 智通财经编辑 | 谢欣 巨子生物旗下重组胶原蛋白品牌可复美正陷入舆论风波。 5月24日和25日连续两日，自称为香港大学化学博士、前欧莱雅中国科学传播负责人的网络博主"大嘴博 士"郝宇在其微信公众号等平台发布作品质疑可复美核心产品"Human-Like重组胶原蛋白肌御修护次抛精 华（下简称：胶原棒）"中重组胶原蛋白含量远低于宣传，实际含量仅为0.0177%，相当于不到宣传含 量的万分之二，涉嫌配方表造假。 5月24日晚间，巨子生物在可复美官方微信公众号上发布声明，回应称前述指控为不实指控，并且公布 多批次自检结果，显示其胶原棒的重组胶原蛋白含量高于均大于0.1%，与上述博主指控的"0.0177%添 加量""严重不符"。巨子生物还称： 对方所使用的检测方法并非现行行业标准，样品预处理及方法本身未经过完整方法学验证； 对方并未向公司申请检测原料，公司亦未向其提供，故无法对该方法进行可靠验证，其检测 结果缺乏可信依据。 5月26日下午，郝宇上述微信公号文章与视频号作品已被投诉删除，但微博相关作品依然可见。智通财 经通过巨子生物官网留下的联系方式向其致电，截至发稿，未获回复。 同日，郝 ...

Core Viewpoint - The controversy surrounding Juzhibio's flagship product, Kefu Mei, has raised significant concerns about the authenticity of its collagen claims, leading to a crisis of trust among investors and consumers [1][3][6]. Company Summary - Juzhibio, known as a leader in recombinant collagen, has faced allegations of product falsification, particularly regarding its Kefu Mei product, which reportedly contains only 0.0177% collagen, below the regulatory threshold of 0.1% [3][4]. - The company has stated that all its products are compliant with regulatory standards and have undergone rigorous quality checks [4][6]. - Following the controversy, Juzhibio's stock price fell by 4.04% to HKD 73.6, with a total market capitalization of HKD 788.19 billion as of May 26 [2]. Industry Summary - The demand for aesthetic products, including hyaluronic acid and collagen, has been rising, with major players like Juzhibio and Jinbo Bio seeing growth despite market challenges [2][9]. - The recombinant collagen market in China is projected to grow significantly, reaching CNY 585.7 billion by 2025, with a compound annual growth rate of 44.93% [10][12]. - The lack of standardized testing methods for collagen products has led to discrepancies in product claims and consumer trust issues, highlighting the need for regulatory frameworks in the industry [5][8][12].

巨子生物还表示，公司参考《中华人民共和国药典》及中华人民共和国医药行业标准YY/T1947- 2025《重组胶原蛋白敷料》中重组胶原蛋白含量的检测方法对相关产品进行检测，多批次检测结果胶原 蛋白含量均大于0.1%。 一波未平，一波又起，医美新贵陷入舆情风波！ 全球重组胶原蛋白领导者巨子生物（02367.HK）5月26日迎来黑色星期一，在5月23日收跌5.72%的 情况下，今日开盘股价一度跌超8%至70.1港元，之后有所回升。截至收盘，该公司股价报收73.600港 元，跌幅4.04%，市值788亿港元。 消息面上，被华熙生物"暗自点名"后，5月24日，又遭遇香港化学博士郝宇发文质疑。郝宇通过自 媒体"大嘴博士研究所"发布检测报告，直指巨子生物旗下明星产品可复美"重组胶原竟然测不到胶 原！"涉嫌成分造假。巨子生物随后予以严正驳斥并坚决反驳。截至目前，其公众号文章内的视频显示 因违规无法查看。 产品被指造假 天眼查APP显示，西安巨子生物基因技术股份有限公司成立于2001年9月5日，位于西安市高新区锦 业路69号创业研发园C区20号，是一家以从事化学原料和化学制品制造业为主的企业，企业注册资本 68752.179万 ...

5月25日晚间，美妆博主"大嘴博士"再度发文，针对巨子生物早前发布的声明，围绕重组胶原蛋白检测方法之争阐述自 身观点。 其提到，巨子生物在其声明中，引用了"《中华人民共和国》及中华人民共和国医药行业标准YY/T 1947-2025 《重组 胶原蛋白敷料》中重组胶原蛋白含量的检测方法对相关产品进行检测"。 其介绍，该标准中主要包含两大种类用于检测重组胶原蛋白含量的方法： 第一种，是"基于特征多肽联用色谱质谱检测重组胶原含量"的方法，也就是网上说的"质谱法"。第二种，其实包含了 六种方法（凯氏定氮法、福林酚法、双缩脲法、BCA法、考马斯亮蓝法、紫外-可见分光光度法），但是由于除了凯氏 定氮法之外，其他五种方法对于检测产品中胶原含量误差明显过大，所以，可能性最高的，是"凯氏定氮法"。 首先，关于网上讨论度较高的"质谱法"，这种检测方法主要用于组织再生材料中，特别是当天然胶原与重组胶原混合 后，需要通过识别重组胶原蛋白独有的肽链片段（相当于其"身份证"片段）来进行检测。 因此，对于巨子生物声明中声称要送检的样品，"大嘴博士"提出根本性质疑。如果巨子生物接下来送检样品仍由巨子 自行提供，其结果将因缺乏独立性而完全无法获 ...

每经编辑｜毕陆名 5月26日，巨子生物（HK02367）开盘跌超8%，截至发稿，巨子生物股价跌幅收窄至3.52%。 | 同时，A股重组蛋白概念股集体下跌，锦波生物翻红，盘中一度跌超6%，睿智医药跌近6%，三生国健跌近6%。 | | --- | 人气龙头 成交活跃 2021年12月1日回复称公司在利用多种表达系统生 产重组蛋白和抗体方面具有多年经验,能够在广泛的研究领域内满 ... 二生国健 51.56 -5.69% -3.11 688336 科创 融 6天4板 人气龙头 市值龙头 业绩龙头 2021年半年报显示公司以创新型 治疗性抗体药物为研发导向,专注于单克隆抗体、双特异性抗体、... 迈威生物-U 688062 科创 融 22.95 -3.85% -0.92 2022年1月10日招股书显示公司在泰州拥有中试及商业化生产基地, 已经建成 4,000L产能的抗体生产线和 4,000L产能的重组蛋白生产 ... 成都先导 15.65 -3.75% -0.61 估值龙头 2021年12月30日公告显示成都先导拥有约500人的科学家 团队,并且能够提供一整套从靶基因到新药临床试验申请阶段的研 ... | 全部市场 ...

长江商报消息 ●长江商报记者 汪静 1966年，范代娣出生在陕西省蒲城县。在蒲城的黄土塬上，年幼的范代娣常跟着做乡村医生的父亲走村 串户。父亲背着药箱半夜出诊的身影，在她心中种下了"治病救人"的种子。 1984年，范代娣以优异的成绩被西北大学无机化工专业录取，1994年，她获得华东理工大学生物化工博 士学位，成为中国生物化工专业的第一位女博士。 那时，她的前途可以说是一片辉煌，但她却先后放弃留在上海工作和出国深造的机会，揣着3000元安家 费回到西北大学，在40平方米的实验室中，在人力、物力匮乏的艰苦环境下，开始了医用大分子的探索 和研究。 从"类人胶原蛋白之母"到深陷舆论漩涡，范代娣正经历着掌舵巨子生物（02367.HK）以来最猛烈的资 本市场风暴。 5月24日，巨子生物核心产品可复美再上热搜。当日，美妆博主"大嘴博士"发文，直指巨子生物的重组 胶原蛋白精华测不出重组胶原蛋白，认为其涉嫌严重造假。当晚，巨子生物立刻发文严正驳斥并坚决否 认。 范代娣的创业史，充满科研色彩。2000年，范代娣团队突破基因工程技术，研发出全球首个"重组类人 胶原蛋白"，随后实现商业化，推出可丽金、可复美两款医美产品，直到在此轮医 ...

Core Viewpoint - The beauty company, Giant Biological (02367.HK), is experiencing significant growth in performance and market capitalization, surpassing HKD 80 billion, while facing public scrutiny regarding the collagen content in its products [1][10]. Company Summary - Giant Biological's product, "Kefumei Recombined Collagen Protein Essence," was criticized by a beauty industry influencer for allegedly having a collagen content of only 0.0177%, which does not meet the regulatory requirement of being above 0.1% for non-trace ingredients [1][4]. - In response to the allegations, Giant Biological stated that their testing showed collagen content exceeding 0.1% and has engaged third-party testing agencies to verify the results [6][10]. - The company has seen its stock price and market value rise despite the controversy, indicating strong investor confidence [1][10]. Industry Summary - The controversy surrounding recombinant collagen products has sparked discussions about the effectiveness and labeling of such ingredients in the beauty industry [7][9]. - The market for recombinant collagen products is projected to grow significantly, with an expected market size of RMB 108.3 billion by 2027, and a compound annual growth rate of 55% from 2022 to 2027 [10]. - Major players in the beauty industry, including Marubi Biological and Huaxi Biological, are also entering the recombinant collagen market, indicating a competitive landscape [10].

5月24日，美妆博主"大嘴博士"发布视频称，巨子生物（02367.HK）旗下的可复美重组胶原蛋白精华涉嫌严重造假，在这款可复美销量最大的产品中，重 组胶原蛋白真实添加量仅为0.0177%。 同时该博主表示，在这款产品中，重组胶原蛋白最核心的构成要素"甘氨酸"缺失，并喊话巨子生物创始人范代娣"我们真的很难接受'重组胶原蛋白里没有 胶原'"。 对此，5月24日深夜，巨子生物发布《严正声明》称，针对所谓"巨子生物涉嫌严重造假""重组胶原测不到"等不实指控，我们予以严正驳斥并坚决否认。 同时该公司表示，事发第一时间，公司对相关产品进行检测，多批次检测结果胶原蛋白含量均大于0.1%，与网传的"0.0177%添加量"严重不符。 可复美胶原蛋白精华被质疑"不含胶原"，称"产量跟不上销量" 美妆博主"大嘴博士"在微博上喊话范代娣，称公开探讨三个问题： 一是：为什么这款可复美销量最大的产品，在重组胶原蛋白真实添加量仅为0.0177%的情况下，却把重组胶原蛋白标注在"非微量成分"里？这符合法规 吗？当时这款产品在药监局是如何备案通过的？ 来源于美妆博主"大嘴博士"微博 二是：如果号称"重组胶原蛋白"的产品，连其最核心、最基础、最 ...