上市公司抢滩美护赛道 创新活力驱动行业升级

Core Insights - The beauty and personal care sector has emerged as a key driver of sales during the "618" shopping festival, with significant year-on-year growth in sales for various beauty brands [1][2] - The medical aesthetics industry is experiencing rapid technological advancements and product innovations, leading to a diversified development landscape [1] - Domestic beauty brands are gaining competitive advantages through high cost-performance ratios and refined operations, indicating strong future growth potential in the beauty and personal care segment [1] E-commerce Performance - During the "618" promotion, beauty care products showed robust growth, with platforms like Tmall and JD.com reporting significant sales increases [1] - JD.com's data revealed that on May 20, sales of perfume and makeup sets surged nearly 300% year-on-year, with other categories like lipsticks and serums also seeing over 100% growth [1] - Tmall's data indicated that several beauty brands, including Proya and Lancôme, achieved over 100 million yuan in sales within minutes of the promotion's start [2] Product Innovation and Development - Companies are intensifying their focus on the beauty care sector, leveraging technological breakthroughs to gain competitive advantages [2][3] - Lepu Medical has expanded into ophthalmology and dermatology, recently receiving regulatory approval for a new facial filler product [3] - Proya launched a medical-grade collagen patch, while Jinbo Bio has introduced a new type of injectable collagen gel, marking significant advancements in their respective fields [3] Financial Performance and Market Trends - The beauty and personal care industry is witnessing a positive trend in net profit growth among several companies, with Jinbo Bio reporting a 62.51% increase in revenue and a 66.25% rise in net profit for Q1 2025 [4] - The demand for beauty care products is highly sensitive to new consumer trends, positioning them as a primary growth area in the market [4] - The high added value and profit margins of beauty care products, combined with the rapid innovation cycle, are driving structural growth opportunities for brands in the sector [4]