Core Insights - The sanitary napkin market is experiencing a surge in sales driven by major live-streaming e-commerce platforms, with three leading companies entering the self-operated sanitary napkin segment [2][4][10] - The high profit margins in the sanitary napkin industry, with gross margins typically ranging from 55% to 70%, are attracting significant interest from these companies [10][11] Group 1: Market Dynamics - Major live-streaming e-commerce platforms like Dongfang Zhenxuan, Huang Zitao's Duowei, and Xin Xuan are capitalizing on the sanitary napkin market, with Dongfang Zhenxuan achieving sales of 1.2 million packs in just two days, translating to over 15.6 million yuan [2][4] - Huang Zitao's Duowei recorded over 80,000 orders and total sales of 40 million yuan on its launch night, while Xin Xuan's "Cotton Password" has achieved sales exceeding 1 billion yuan in a single live-stream [2][4][10] Group 2: Product and Pricing Strategy - The sanitary napkin products from these companies are primarily produced through a private label model, which allows for lower costs and reduced risk, but raises concerns about product quality control [6][7] - Prices for these self-operated sanitary napkins are kept below 1 yuan per piece, with some products priced as low as 0.6 yuan, while competing brands can be found at even lower prices [7][8] Group 3: Quality and Regulatory Challenges - The sanitary napkin industry has faced scrutiny over quality issues, with complaints about products from Duowei and Xin Xuan, highlighting the risks associated with entering this market [12] - Upcoming regulatory changes, including a new mandatory national standard for sanitary products set to take effect in July 2024, will increase entry barriers and challenges for new players in the market [12]
成本不到5毛，70%暴利，带货机构卖爆卫生巾