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撕扯、炒作?美妆巨头成分“罗生门”
Zhong Guo Ji Jin Bao·2025-06-11 06:10

Core Viewpoint - The ongoing dispute between Juzi Biotech and Huaxi Biotech highlights significant issues within the domestic beauty industry, including unclear standards and a crisis of consumer trust [4][7][26]. Group 1: Company Developments - Juzi Biotech's major shareholder announced plans to increase its stake in the company by at least 200 million HKD, leading to a temporary stock price increase of 4.15% [3][18]. - Despite the initial stock price rise, Juzi Biotech's shares fell again shortly after, indicating a lack of sustained investor confidence [4][5]. - In contrast, Huaxi Biotech reported a significant decline in revenue and profit, with a revenue of 5.317 billion RMB, down 11.61% year-on-year, and a net profit drop of 70.59% to 174 million RMB [22][25]. Group 2: Market Dynamics - The competition between Huaxi Biotech and Juzi Biotech has drawn attention to the effectiveness of hyaluronic acid versus the emerging trend of recombinant collagen, with predictions indicating that the collagen market could surpass hyaluronic acid by 2026 [19][25]. - Juzi Biotech's revenue reached 5.539 billion RMB, a year-on-year increase of 57.17%, while its net profit grew by 42.4% to 2.062 billion RMB [22][25]. Group 3: Industry Issues - The dispute has revealed a lack of rigorous standards and clear definitions in the beauty industry, contributing to consumer skepticism [7][26]. - Industry insiders have pointed out that the marketing strategies often overshadow research and development, with Juzi Biotech's R&D expenditure being significantly lower than that of its competitors [27][29]. - The ongoing debate over ingredient efficacy may serve as a catalyst for improved transparency and standards within the industry, potentially benefiting consumers and companies alike [29][30].