2025.06. 02 本文字数：2490，阅读时长大约4分钟 作者 | 第一财经 刘晓颖 重组胶原蛋白成分之争的舆论战再度升级。 美妆博主 "大嘴博士" （郝宇）近日连续发文质疑，巨子生物（02367.HK）旗下品牌可复美的核心 产品 "胶原棒" 中重组胶原蛋白实际含量低于宣传的 "≥0.1%"。 6月1日深夜，巨子生物的微信公众号发布了一份声明，标题为《巨子接受"大嘴博士"（郝宇）所用 检测机构道歉，但将追究造谣者法律责任》。 巨子生物方面称，有关"可复美"未添加重组胶原蛋白的争议，5月30日公司收到了来自"大嘴博 士"（郝宇）所用检测机构的道歉声明，并贴出了检验机构的原文。 巨子生物在声明中表示，已将相关产品送至多家检测机构，对多个样品从多个维度进行合法合规检 测。"鉴于相关检测工作极为复杂，需要足够的时间，截至目前，我们还在回收相关报告。" 6月2日开盘，巨子生物股价一度跌超5%，截至记者截稿，报67.25港元 "成分争议"风波持续发酵 5月24日，美妆博主"大嘴博士"发布博文、视频称，护肤品牌可复美的一款名为重组胶原蛋白精华 的明星产品涉嫌造假。相关话题在上周末一度冲上热搜。 公开信息显示，"大嘴博 ...

Core Viewpoint - The conflict between Huaxi Biological (688363.SH) and Juzhi Biological (02367.HK) is escalating from subtle accusations to open confrontation, with both companies making public statements regarding the controversy surrounding the "Kefumei" product and its alleged lack of added recombinant collagen [2][3][8]. Group 1: Huaxi Biological's Position - Huaxi Biological publicly supports Dr. Hao Yu, stating that his company, Shanghai Liuyue Medical Technology Service Co., is an important member of the Huaxi ecosystem, and they will provide legal protection [2][4]. - The company claims to have conducted thorough evaluations and multiple tests on the materials provided by Dr. Hao, and has obtained results from third-party institutions [4][7]. - Huaxi Biological accuses Juzhi Biological of engaging in malicious competition and using online tactics to undermine its reputation, asserting that they are prepared for a transparent business battle [7][8]. Group 2: Juzhi Biological's Response - Juzhi Biological asserts that it received an apology from the testing agency used by Dr. Hao, which clarified that it never authorized the use of the test report and demanded that Dr. Hao cease using it to avoid public misinformation [2][8]. - The company emphasizes that the testing report's results are influenced by various factors and should only be considered as reference values, indicating that the methodology used was flawed [8][12]. - Juzhi Biological expresses shock and disappointment at Huaxi Biological's accusations, labeling them as malicious and harmful to consumer trust in domestic brands [13][14].

Core Viewpoint - The ongoing controversy regarding the authenticity of collagen content in the "可复美胶原棒" product has sparked significant industry attention, with both 华熙生物 and 巨子生物 responding to the allegations made by 郝宇 and the testing institution involved [1][2]. Group 1: Company Responses - 华熙生物 issued a statement supporting 郝宇, indicating that they have conducted thorough evaluations and testing of the claims made against their products, and are willing to cooperate with regulatory bodies regarding the testing results [1]. - 巨子生物's 可复美 brand acknowledged the apology from the testing institution used by 郝宇 but stated their intention to pursue legal action against those spreading false information [2][3]. Group 2: Industry Implications - The dispute highlights the growing scrutiny within the medical aesthetics industry regarding product integrity and consumer trust, as both companies emphasize their commitment to transparency and consumer rights [2].

Core Viewpoint - The public dispute regarding the content of recombinant collagen in the product "Collagen Stick" from the brand Kefu Mei, owned by Giant Biological (02367.HK), has intensified, with accusations of misleading information about the actual collagen content [1][3]. Group 1: Company Response and Actions - Giant Biological received an apology from the testing agency used by the beauty blogger "Big Mouth Doctor" (Hao Yu) on May 30, and the company has sent products to multiple testing institutions for compliance checks [2][4]. - The company claims that multiple tests have shown collagen content greater than 0.1%, adhering to the standards set by the Chinese Pharmacopoeia [4]. - Giant Biological clarified that the rumors about the product "Collagen Stick 1.0" being taken off the shelves are false, stating it was a normal product iteration that began in April [6]. Group 2: Industry Context and Competitor Involvement - The controversy has drawn attention from competitors, notably Huaxi Biological, which publicly supported the claims made by "Big Mouth Doctor" and offered to assist in testing and regulatory communication [10]. - Huaxi Biological has criticized the overhyped claims surrounding recombinant collagen, suggesting that the industry is experiencing inflated expectations without sufficient scientific backing [13]. - The financial performance of Huaxi Biological has been declining, with a reported revenue of 5.371 billion in 2024, down 11.61% year-on-year, and a significant drop in net profit [13]. Group 3: Financial Performance of Giant Biological - Giant Biological has shown steady revenue growth from 1.19 billion in 2020 to 5.539 billion in 2024, with net profit increasing from 826 million to 2.062 billion during the same period [7]. - The Kefu Mei brand is a significant contributor to Giant Biological's revenue, accounting for 82% of total income in 2024, with a reported revenue of 4.542 billion [7]. - Concerns have been raised about the potential impact of the ongoing controversy on the company's performance during the critical 618 e-commerce promotion period [7].

6月1日，华熙生物官方公众号发布关于支持郝宇博士维护消费者权益的声明。当中介绍，华熙生物于5月26日收到郝 宇博士（网名大嘴博士）的求助，提出希望华熙生物提供检测技术资源和研究支持，并协助其与监管部门展开沟通。 针对相关要求，华熙生物组织了有关专家评估了郝宇博士提供的资料，在确认检测报告的真实性后，华熙生物立刻组 织了相关产品检测，现公开回应如下： 1、华熙生物已组织专家对郝宇博士提供的资料进行审慎评估和多方法的反复测试，同时，华熙生物也已经得到了第 三方机构的检测结果。但在相关企业的自我检测结论公布之前，华熙生物出于对商业文明的最后一丝维护，希望相关 企业主动面对发展中的问题，诚实面对全社会关切的产品诚信和价值承诺。如监管机构需要查阅相关检测报告，华熙 生物将毫无保留地配合提供；如相关企业无法正视自身问题，华熙生物也将向全社会公开相关检测结果。 2、郝宇博士作为行业资深研发和科普专家拥有广泛的行业认知度和影响力，相关行为是在有检测报告的情况下实名 公开对相关企业提出问题，属于以科学专业方法维护消费者的基本安全和相关权益。动用大量网络水军将产品质量和 诚信关切问题转移到"商战"、"黑公关"只会因低估网友智商遭 ...

近日，一份"全球品牌中国线上5 0 0强榜单"（CBI 5 0 0）引起了消费行业广泛关注，与之前的 消费品排名不同，这份由北京大学国家发展研究院牵头编制的消费指数和榜单，完全以消费者 实际购买行为为依据，并且还公布了每个品牌的项分项评分，覆盖了市场上近百个美妆个护品 牌，非常值得研究。 由于获得了淘宝天猫的技术支持，该榜单在设计指数维度时避免了"唯规模论"，在销售收入等 规模指标外，同时纳入消费品牌的新品、会员、1 8 - 2 4岁用户增速等指标，对引导线上消费高 质量发展有重要价值。《FBe a u t y未来迹》分析发现，这份2 0 2 5年一季度榜单，揭示了当下化 妆品行业在新周期下的两大关键趋势： 1、美妆是日用品行业消费「品牌指数」最高的行业，行业份额多集中于头部品牌，品牌化竞争趋势明显； 2、国际品牌总体评分及上榜数量超过国货品牌，依旧占据一定优势。这也说明，国货美妆当下的关键"任务"在于品牌化 建设。 天猫最新公布的"首轮6 1 8美妆抢先购首日成交榜"，也侧面佐证了这一趋势。随着行业头部效 应加剧，头部品牌正虹吸市场份额，无品牌及低质产品加速退场。流量也不再成为品牌发展的 唯一解药， 品牌力 ...

Core Viewpoint - The recent controversy surrounding hyaluronic acid and recombinant collagen products has led to significant scrutiny and volatility for leading companies in the medical beauty biotechnology sector, including Huaxi Biological, Juzhi Biological, and Jinbo Biological [2][11]. Group 1: Controversy and Market Reactions - Huaxi Biological publicly criticized brokerage reports for promoting the "hyaluronic acid is outdated" narrative, suggesting that the recombinant collagen concept is being overly hyped [3][11]. - Juzhi Biological faced public backlash due to a report indicating that its product "Kefumei" contained only 0.0177% recombinant collagen, below the legal threshold of 0.1% [4][11]. - Jinbo Biological's stock price was affected by the overall negative sentiment in the collagen sector, experiencing a significant drop of 17.23% from its peak [5][7]. Group 2: Financial Performance - Huaxi Biological reported its worst performance since going public in 2024, with revenue of 5.371 billion yuan, a year-on-year decrease of 11.61%, and a net profit of 174 million yuan, down 70.59% [9][10]. - Juzhi Biological achieved a revenue of 5.539 billion yuan in 2024, a year-on-year growth of 57.2%, but its core product's growth rate has been declining for four consecutive years [9][10]. - Jinbo Biological reported a revenue of 1.443 billion yuan in 2024, a year-on-year increase of 84.92%, but its growth rate has also shown signs of slowing down [10]. Group 3: Industry Dynamics - The ongoing "ingredient dispute" highlights the competition between hyaluronic acid and recombinant collagen technologies, with Huaxi Biological emphasizing the scientific value of hyaluronic acid [11][13]. - The controversy may intensify competition in technology development, market promotion, and brand building within the medical beauty industry, pushing for more emphasis on product efficacy and scientific validation [13].

出品：新浪财经上市公司研究院 作者：新消费主张/cici 2025年5月24日，美妆博主"大嘴博士"（郝宇）发布检测报告，称巨子生物旗下品牌可复美的"重组胶原 蛋白肌御修护次抛精华"中重组胶原蛋白含量仅为0.0177%，远低于国家规定的非微量成分标注下限 0.1%。此外，检测未检出胶原蛋白的核心氨基酸"甘氨酸"，质疑产品涉嫌虚假标注与夸大宣传。 当日晚间，巨子生物旗下品牌可复美发布《严正声明》，否认指控，称多批次自检结果显示胶原蛋白含 量均大于0.1%，与网传数据严重不符。可复美强调，其检测方法参考《中华人民共和国药典》及行业 标准YY/T 1947-2025《重组胶原蛋白敷料》，并已委托第三方机构进行复检。 在此之后，大嘴博士连发多条微博接喊话巨子生物，其中5月26日发帖回应巨子生物的声明，称巨子生 物一边否认一边撤掉涉事产品；5月27日再次发帖质疑巨子生物成分自测方法认为其是一场教科书级别 的自我爆锤。 （资料来源：微博） 大嘴博士多条微博发出，或已对巨子生物股价产生了较大影响，爆料后，巨子生物股价连续4天下跌。 （资料来源：微博） （资料来源：wind资讯） 步入5月，重组胶原蛋白龙头巨子生物的日子并不 ...

以下文章来源于万能的大叔 ，作者万能的大叔 万能的大叔 . 《刷屏》作者，30万品牌公关人关注的自媒体。爆料找资源招人进社群，请加wannengdedashu009 作者 | 万能的大叔 来源 | 万能的大叔 导语 ：华熙生物发文后短短10天，巨子生物市值蒸发174亿。 华熙生物向巨子生物发起的公关战，还不如枕头大战…… 这句点评，是我在10天前说的…… 现在，我正式收回！ 618前，国牌护肤行业的首场公关战，相当惨烈。 5月17日，上上周六深夜，华熙生物发文，痛斥资本市场"捧胶原、踩玻尿酸"的行为！直接点名巨子生物和多家券商。 以5月16日（上上周五）的市值计算， 短短10天，巨子生物的市值从909亿跌到735亿，跌去了174亿…… 花旗研报称，尽管巨子生物迅速否认指控，但此类负面宣传仍可能影响消费者情绪，进而损害可复美在即将到来的618促销活动中的表 现。 双方到底经历了什么？公关战有哪些看点呢？我做个阶段性复盘，重点谈3个问题。 争议的检测方法 这是目前最大的争议点。 海参炒面里，到底有没有海参？ 宋小宝在小品里的经典台词，又重现了。 美妆护肤圈，上一次闹这么大的类似事件，还是油橄榄事件。 港大化学博士 ...

证券代码：688363 证券简称：华熙生物 华熙生物科技股份有限公司 2024 年年度股东大会会议资料 华熙生物科技股份有限公司 2024 年年度股东大会会议资料 华熙生物科技股份有限公司 2024 年年度股东大会会议资料 华熙生物科技股份有限公司 为保障华熙生物科技股份有限公司（以下简称"公司"）全体股东的合法权 益，维护股东大会的正常秩序，保证股东大会的议事效率，确保本次股东大会如 期、顺利召开，根据《中华人民共和国公司法》《华熙生物科技股份有限公司章 程》《华熙生物科技股份有限公司股东大会议事规则》等相关规定，特制定公司 一、为保证股东大会的有序进行，切实维护股东的合法权益，现场出席会议 的股东及股东代理人需进行会议登记，以核实股东资格。会议开始后，现场会议 登记将终止，会议主持人将宣布现场出席会议的股东和代理人人数及所持有表决 权的股份总数。为了顺利参加股东大会，建议股东提前半小时到达会议现场，并 按规定出示会议登记所需资料办理会议登记。 二、为保证股东大会的正常秩序，除出席会议的股东及股东代理人、公司董 事、监事、高级管理人员、公司聘请的律师及董事会邀请的其他人员外，公司有 权拒绝其他无关人员进入会 ...