4个品牌独揽126亿融资，韩国美妆逆袭

Group 1: Investment Overview - In July, the global beauty industry saw 59 disclosed investment events, totaling approximately 278.5 billion RMB [1] - The beauty sector accounted for at least 13 events with a total financing of 188 billion RMB, while the AI sector had 30 events totaling 88 billion RMB [1] - Domestic brands in the beauty and new consumption sectors received minimal investment, with only 4 beauty companies and 2 new consumption companies securing funding [1] Group 2: Korean Brands Dominance - Among the 13 financing events in the beauty sector, Korean brands raised 126.6 billion RMB, representing a significant portion of the total [4] - Three major financing events involved 8 billion KRW (approximately 41.36 billion RMB) each for Korean companies Goodai Global Inc., Samhwa, and Juno Hair [4] - Korean brands exhibit international expansion potential, with several already established in markets like China and Japan [5] Group 3: Domestic Investment Trends - The domestic beauty market saw only 4 financing events, all focused on synthetic biology or upstream manufacturers [6] - Notable investments include a 10 million RMB increase in equity for the synthetic biology company Jinsan Biotechnology and a 50 million USD investment in medical technology firm Puliyan [7] - Synthetic biology has become a hot investment area, with a significant portion of funding directed towards raw material and production companies [7] Group 4: Global Beauty Giants' Investments - Major global beauty companies like L'Oréal and Ulta Beauty have made strategic investments in various sectors, including personal care and retail [8] - L'Oréal's investment in Australian brand Uni and the acquisition of Brazilian fragrance company Vollmens Fragrance Ltdas by Firmenich highlight the ongoing interest in expanding product offerings [8] Group 5: E-commerce and New Consumption - In the e-commerce and new consumption sectors, 16 brands received funding, but the disclosed amounts were generally low [9] - The e-commerce sector had 7 companies funded, while 9 were in the new consumption space, with domestic brands being significantly outnumbered [11] Group 6: AI Sector Activity - The AI sector saw 157 financing events in July, with disclosed amounts totaling 11.39 billion RMB, indicating strong investor interest [13] - Notable investments in humanoid robotics and AI-driven companies reflect a growing trend in this technology space [15] - Geek+, a warehouse robotics company, completed a significant IPO, raising 2.712 billion HKD (approximately 2.5 billion RMB), marking a milestone in the robotics sector [16]