跌超10%，韩妆卷土重来失败了？

Group 1 - The core viewpoint of the article highlights the significant divergence in performance among major Korean cosmetic companies, with some experiencing substantial declines in profits while others show growth in international markets [1][2][3] - Korean cosmetics are facing challenges in the Chinese market, with companies like LG Household & Health Care and Amorepacific reporting revenue declines of 4.1% and 10.4% respectively in China [1][23] - In contrast, Amorepacific reported a remarkable growth of 79% in the Americas, indicating a successful expansion strategy in that region [1][32] Group 2 - Among the three major Korean cosmetic companies, only Amorepacific achieved double-digit growth in both revenue and operating profit, with increases of 17.1% and 62% respectively [3][6] - LG Household & Health Care and Aekyung both reported declines in profits, with LG's revenue down by 1% and operating profit down by 3%, while Aekyung's revenue fell by 10.7% and operating profit plummeted by 63.3% [6][15] - The overall export of Korean cosmetics reached $2.6 billion in Q1 2025, marking a 13% increase, but exports to China saw a significant drop of 15.3% [18][19] Group 3 - The article emphasizes the ongoing struggles of Korean cosmetics in the Chinese market, with many brands withdrawing or closing stores, despite the market still being a crucial area for growth [30][31] - Companies are adjusting their strategies in China, with Aekyung planning to expand its product lines and Amorepacific aiming for breakeven through improved channel management and e-commerce operations [30][31] - The performance in the U.S. and Japan remains strong, with LG Household & Health Care reporting a 3.1% increase in North America and a 23.2% increase in Japan [31][32]